Investment Themes to Watch for in 2017

The video discusses the current market outlook, highlighting the influence of political factors such as the Republican Congress on fiscal policy. It emphasizes the reversal of the value trade, which is expected to outperform growth. Key industries like financials, industrials, and technology are analyzed for their potential in capital spending. The discussion also covers earnings projections, discount rates, and the impact of tax changes on corporate cash flow and capital allocation.

What is one of the political factors mentioned that could influence the market?

• Increased trade tariffs

• A new presidential election

• Republican control of Congress

• Democratic control of Congress

Which industries are highlighted as part of the value trade in the US?

• Transportation and Tourism

• Retail and Agriculture

• Financials and Technology

• Healthcare and Real Estate

What event is mentioned as having boosted the value rally in 2016?

• The US presidential election

• The Federal Reserve's interest rate hike

• The Brexit vote

• The Paris Climate Agreement

What could potentially lead to a 10-15% earnings gain next year?

• A rise in unemployment

• Increased consumer spending

• Changes in tax rates

• Higher interest rates

What historical tax act is mentioned as having significant effects on the economy?

• The 2017 Tax Cuts and Jobs Act

• The 1997 Taxpayer Relief Act

• The 1986 Tax Act

• The 2001 Tax Relief Act