I agree that the US market has essentially run its course. It has been great for us, but I would not get into the market now. But I don't know why Europe's market would do well. Brexit is still a huge question and an economic unknown, in spite of the positive spin from the last few days. What makes you optimistic?
BRIC/emerging markets. Aren't they always on the verge of a break through? Brazil is a mess right now, but maybe it can only go up?
I would like to invest in real estate, but the prices in the US are so incredibly inflated, at least in my area.
We are clearly at the verge of a spike in inflation, in my opinion. Maybe bullion gold? If you hold it physically, it could also be a hedge in case the wheels really come off. Or buy I-bonds or TIPS.