Happy New Year! And what a new year we are in for.
When you have the leader of the “free world” tweeting economic policy, you can be absolutely certain of two things: volatility and opportunity.
My view is that the better investment opportunities lie outside of the USA. US equity valuations are high and there seems quite a lot of “hope” priced in. I don’t think President Trump can deliver change in the timeframe markets expect and I tend to think US equities will underperform other markets this year.