The early December Viewpoint outlined our shift from an environment of stagflation to one of growflation, inspired by the surprise outcome of the 2016 presidential election. As promised, this follow-up edition expands on the impact of the disruptive Trump win on our thematic ideas and, will roll out several new ones that directly fall out from the changed environment. There is no doubt that the road ahead has unequivocally changed for the U.S. economy and the capital markets. Identifying change-driven themes is MRP’s mantra, and clearly, the U.S. presidential election was a game changer on many levels . . .

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