Rockhold Macro Investment Podcast | 26

• What will a Donald Trump Presidency bring for world markets?  Scroll to start.
• Liquidity has driven risk asset prices higher – will this remain a feature for markets?  Scroll to 13 minutes 10 seconds.
• Can you explain the strange behaviour in bond market in recent times?  Scroll to 18 minutes 48 seconds.
• What portfolio changes have we made and why?  Scroll to 25 minutes 19 seconds.

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