Financial markets appear to be optimistic about President-elect Donald Trump's proposed economic plans on the campaign trail, if the initial reaction is an indication.
Stocks have bounced, inflation expectations have firmed and U.S. Treasurys, long a port of refuge of skittish investors, have tumbled. But one analyst told CNBC on Wednesday that expectations could realign as early as 2017 when the new administration takes office.
David Riedel, president and founder at Riedel Research Group, told CNBC's "The Rundown" some of Trump's more aggressive policies may not get implemented, while others might look very different once put in place.
When that happens, Riedel said investors could look outside the U.S. for opportunities and these are some of the assets that might benefit.