Market Has Been in Grip of Reflation Trade: O'Sullivan

The video discusses the ongoing reflation trade and its implications for market structuring, highlighting the market's reaction to political events like Brexit and Trump's election. It explores the potential impact of Trump's fiscal policies, which remain uncertain and dependent on Congress. The video also examines the economic recovery in Europe, noting differences in fiscal policy approaches among European countries.

What are the implications for the structuring of our portfolios in light of recent market trends?

How did the market react to perceived negative events last year?

What factors contribute to the current reflation trade in the market?

What risks are associated with the implementation of Trump's fiscal policy?

How does the economic recovery in Europe differ from that in the US?