Despite the near-boundless markets of 2017, there are four key drivers likely to power the year ahead. The Fed, tax reform, geopolitics and a return to volatility – and opportunity – are in line to support our cautious optimism, says Mona Mahajan, US investment strategist at Allianz Global Investors.

President Trump recently announced the framework for comprehensive US tax reform. Passing the bill will not be easy, says Mona Mahajan, US investment strategist at Allianz Global Investors, but it could simplify the current tax code, increase economic growth and support the US consumer.