Hopefully you enjoyed the ride since the election because the "Trump trade" may already be over-done. Following the election, Page expected more, not less uncertainty, but now he believes "the tails have gotten fatter." He said he remains focused on valuations with a 6 to 18 month investment horizon. In terms of sectors, he said the surge in financials and healthcare stocks following Trump's victory is merited and specific stocks in those arenas have room to run. Regarding sectors to avoid, Page said he is wary of bond proxies like utilities which tend to struggle in rising rate environments. In fixed income, Page favors U.S. bonds over foreign ones, which he views as even more expensive. He also likes "carry more than duration" in a rising rate environment. Finally, Page said inflation will likely continue to rise and he likes Treasury Inflation-Protected Securities (TIPS) to protect against it.

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