Prepare for the markets in the week ahead as Mike Ryan takes you through everything that you need to know.

We recommend an Overweight position in energy equities based on our view for rising oil prices in the near term, and for a resumption of oil development activity in the US. We prefer oil-levered companies in the exploration & production and oil services sub-sectors. We believe energy investors should focus on financially strong, efficient operators, with good quality assets. These companies are positioned to post the highest rate of value added-growth, in our view.

Your Wealth and Life with Svetlana Gherzi

Since the election, the prospects for a pro-growth policy agenda from the Trump administration appear to have bolstered the markets. But that enthusiasm is now being tempered by concerns over the new President's approach to global engagement. So in our latest POTUS 45 report we examine the Trump administration's approach to three critical areas – foreign policy, immigration, and trade policy – and assess the potential impact of each on the economy and the financial markets.

The Baby boomers are arguably the most influential generation of our time. Throughout their lifetime, we have witnessed the Boomers' outsized influence on spending patterns as they moved through various life stages: whether it was baby food and toys during childhood, records and cars during their teenage years, or personal computers and homes in adulthood.

For five years now, we have been monitoring energy trends in North America which cause us to believe North America could be energy independent by the end of this decade. We have just published an update showing the excellent progress that has occurred thus far. Despite the recent decline in energy commodity prices, we continue to have high conviction in our thesis.

After rising 12% last year, the S&P 500 is already up another 4% in just the first few weeks of 2017. Is the recent rally justified by fundamentals? We think it is…and we continue to recommend a tactical overweight to US equities relative to government bonds in globally-diversified portfolios.

We remain Moderately Overweight for the healthcare sector. Various subsectors remain attractive to us, such as pharmaceuticals and managed care organizations. We continue to favor the best innovators within Pharmaceuticals, Biotechnology and Medical Technology and the "cost savers" within the healthcare services space, such as the MCOs, the managed care organizations.

Investment grade corporate bonds provide a solid foundation to taxable fixed income portfolios. CIO has a neutral allocation, as we see the main risks of an economic slowdown or sharp spike in interest rates as being low.

With the Trump administration still in its earliest days, the outlook for government policy remains highly uncertain, creating a difficult environment for the Fed to conduct forward-looking monetary policy. In our view, the uncertainty requires the Fed to remain cautious, and we maintain our view that they will wait until June before raising rates.