Longer Term Opportunities in Europe, Asia

The video discusses the current state of global markets, highlighting shifts in investment focus post-election and Brexit. It explores opportunities in the US, Europe, and Asia, considering demographic trends and tax cuts. The impact of financial engineering and fiscal spending on global markets is analyzed, with a focus on infrastructure and healthcare sectors. Challenges in the financial sector, including fintech competition and interest rate impacts, are addressed. The European economic outlook is improving, despite potential risks in Italy and other regions.

What factors have contributed to the shift in market focus from cyclical to less favorable sectors?

How have corporate tax cuts influenced investment opportunities in the US compared to Europe?

What are the implications of demographic trends in North America, Europe, and Asia for long-term growth?

In what ways has financial engineering impacted stock market gains in recent years?

What challenges do banks face in Europe and Japan due to negative interest rates?

How is the European economy improving despite concerns about political instability?

What potential risks could arise from rising interest rates and energy prices in 2017?