As we close the books on the holiday season and begin looking forward to what 2017 might hold, I always enjoy reflecting on what’s happened in the world over the last 12 months. Not only for nostalgic reasons, but also to better understand the current state of the markets & how we got where we are today. I find that using such context always seems to help make sharper investment decisions over the upcoming year.
And looking forward to 2017, there are three themes I see as important for investors to follow. First, how the U.S. economy will respond to President Trump’s fiscal policies (however they’re implemented). Second, the growing populist sentiment in Europe, as we saw in the Brexit and more recent Italian referendum. And third, the increase in internet security breaches and how nations and corporations will respond.