Investment Strategies to Combat Trump Uncertainties

The video discusses the shift in financial markets towards higher growth, inflation, and uncertainties, impacting investment strategies. It emphasizes a diversified portfolio and favors equities over bonds for 2017, highlighting small caps and emerging markets. The outlook for emerging markets includes a focus on China, India, Brazil, and Russia, with a selective approach. The video also covers international markets, favoring Japan, and discusses currency impacts, particularly the US dollar and yen.

What factors are contributing to the uncertainty in the financial markets?

How does the speaker suggest investors should approach their portfolios in light of expected market changes?

What are the expected trends in earnings growth for U.S. stocks in the coming year?

Which emerging markets does the speaker express optimism about, and why?

What is the speaker's outlook on the strength of the dollar for 2017?