The months since President Trump’s election have seen a flurry of activity, and much of that activity directly affects the economy—policy, changes in administration and rising interest rates. Today I’m focused on rates. More specifically, I address two reasons I believe they will continue rising as we move further into 2017.
And assuming this growth story is real, what then? That’s the “$64,000 question” in the asset allocation world. We’re looking for value, domestically and internationally. We’re looking to rotate into countries that have strong fundamentals—and out of countries with poor fundamentals. Click on the video below to get my specific thoughts around Europe, Japan, Russia and South Africa.