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 industries does Barry Bannister identify as being heavily involved in the value trade?

What potential impact could corporate tax cuts have on the economy according to the discussion?