By Darius McDermott, managing director FundCalibre ”Life moves pretty fast”, was Ferris Bueller’s famous excuse for truancy. It is advice that investors also have to bear in mind as they try to shape their portfolios for an increasingly unpredictable future. While any attempt at crystal-ball gazing comes with risks, there are a few themes that should have longevity even in a disrupted world.  It seems clear the role of the US is changing. Even if the current administration is replaced by a more internationally friendly option next time, the world cannot unsee how the US has used its economic might...