By Sharon Fay
It's just a few weeks since the US election, and the market has already discounted a number of things. I suspect the market has gotten ahead of itself in some ways. And so what we all need is a little more clarity on real policy details. But I wouldn't be surprised if some of the quick movements get kind of reversed in the short term as people reassess, and over the course of 2017, I think clients and investors will have more opportunity to strategically reposition their portfolios.
The flavor of where governments are going to start to move their economies - you're going to see it in the US first. And the truth is, what happens in the US economy has huge knock-on effects in the rest of the world, right. We are a major trading partner to lots of economies and so to disregard this…
