Hamilton Capital Management - Registered Investment Advisor

WorldView

Regional Specialists Review February 2017

Uncertainty prevails globally, geopolitically speaking.

Some voters, in the U.S. and well beyond our shores, are now leaning somewhat toward a strong-handed approach, preferably by perceived outsiders, in search of answers to problems viewed as intractable. Will it give rise to an era of reduced tolerance, greater tribalism and nationalistic "...us first"? Beyond the social, political and military aspects of the question, the answers will certainly impact trade, budget deficits, inflation, interest rates and earnings...and, hence, financial markets. In the past, this direction has not been user-friendly for risk assets.

Meanwhile, financial assets are broadly weathering things reasonably well.

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