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Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations

During the past few weeks there has been some tempering of investor enthusiasm for the reflation trade. The recent failure of the new US administration to repeal Obama’s healthcare act cast doubt on its ability to implement its election agenda, while promised tax and infrastructure cuts have been slow to emerge. Markets have been trying to find their feet once again after a bullish start to the year.

Pensive moment

For Noel O’Halloran, chief investment officer at KBI Global Investors, it is a necessary moment of reflection. While he remains relatively bullish on the outlook for the global economy, he believes markets got ahead of themselves and neglected some key risks.

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