Global Investing in a Trumped-Up World

By Sharon Fay via

It’s over a month since the US election, and the market has already discounted a number of things. I suspect the market’s gotten ahead of itself in some ways. And so what we all need is a little more clarity on real policy details.

But I wouldn’t be surprised if some of the quick movements get kind of reversed in the short term as people reassess, and over the course of 2017, I think clients and investors will have more opportunity to strategically reposition their portfolios.

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