Trump Trade: JPMorgan's 2017 Equities Outlook

The video discusses the economic outlook as we enter a new year, highlighting structural challenges and potential reforms. It covers investment strategies, market trends, and the impact of political changes, particularly under the Trump administration. The discussion includes insights on earnings growth, economic indicators, and sector analysis, focusing on financials, commodities, and healthcare as key areas of opportunity.

What is the expected economic growth range if positive reforms are implemented?

• 2% to 2.5%

• 1% to 1.5%

• 3% to 3.5%

• 2.5% to 3%

What was the tactical price target set for equities after the US election?

• 2300

• 2200

• 2500

• 2400

Which factors are linked to the earnings growth component discussed?

• Currency fluctuations

• Underlying fundamentals

• Political reforms

• Interest rates

What is a potential downside risk mentioned in relation to market multiples?

• Decreasing oil prices

• Falling consumer confidence

• Increasing unemployment

• Rising interest rates

Which sector was highlighted as having significant value play potential in 2016?

• Technology

• Healthcare

• Financials

• Consumer Goods

What is a key factor for the continued potential in the commodity cycle?

• Stable interest rates

• High consumer demand

• Oil prices

• Government subsidies

Why is the healthcare sector considered attractive according to the analysis?

• Attractive valuations

• Low competition

• High dividend yields

• Strong political support