What's the Conviction Trade for 2017?

The video discusses the impact of a stronger dollar on commodity prices and economic growth, highlighting the effects of the US election and Brexit on currency dynamics. It examines sector performance, particularly in infrastructure, and explores the implications of market volatility and investment strategies in light of geopolitical risks.

What is the expected impact of a stronger dollar on commodity prices?

• Higher commodity prices

• Weaker commodity prices

• Increased demand for commodities

• No change in commodity prices

Which sector in the S&P showed the highest growth according to the discussion?

• Financials

• Healthcare

• Energy

• Technology

What is the relationship between the infrastructure index and economic growth?

• No relationship

• Inverse relationship

• Negative correlation

• Positive correlation

What was the forecasted end-of-year value for the pound in 2017?

• 1.00

• 1.10

• 1.23

• 1.50

How does a weaker sterling affect UK equities?

• Has no effect

• Makes them more volatile

• Increases their comparative advantage

• Decreases their value