5 investment themes to prepare for the unexpected this year

SINGAPORE (Jan 10): Bank of Singapore (BoS) Chief Investment Officer (CIO) Johan Jooste is urging investors to adopt a cautious stance going into 2017, going “underweight” on risk assets and “overweight” in cash.

“The key to the position is more to be able to take advantage of the opportunities that will almost surely come along,” explains Jooste in a weekly report on Tuesday.

“For example, US healthcare and financial stocks are beneficiaries of a more relaxed regulatory stance. Financials in addition stand to gain from a steeper yield curve, as long rates rise faster than the Fed moves rates on the short end.”

---

Related Stories

• Trump's tariffs hurt more than just China
• Trump's impossible economics
• Will we see a Trump boom?

---