Earlier this year, due to Brexit, I made a strategic shift in my portfolio by pulling out of a UK-heavy fund... and it worked out well.
With the election of Trump, comes Trump’s policies... one of which is cutting taxes and NOT cutting spending... the typical assinine and non-conservative Republican fiscal policy of the past decade or two.
This directly affects one fund I have... a specialty real estate fund with heavy US real estate presence. That fund has done FABULOUSLY since 2009.
However, I believe the party is coming to an end mainly because of Trump’s stated fiscal policies has led to a situation well described in these two articles: