"I like thinking big. I always have. To me it's very simple: if you're going to be thinking anyway, you might as well think big." – Donald J Trump. The world has been mesmerised by The Don this week with mixed reactions and outlooks hitting our desk. Will Trump go on a spending spree to "rebuild America" which will stimulate the economy, lift inflation and lead to a sell-off in bonds? This would signal a further rotation into growth stocks. Or will he create enough uncertainty and upset so many people that confidence wanes and growth stutters? Could we be faced with a real life version of the classic sci-fi movie Dawn (Don) of the Planet of the Apes where humanity struggles to stay alive? 24 hours into his elected Presidency it seems that it's a risk on environment favouring growth stocks.