Mark Burgess, CIO of Columbia Threadneedle, talks to Katrina Lloyd about the potential stagflationary impact of a Trump presidency and uncertainties for the UK outlook following the Brexit vote.
He also explains some of the team's recent asset allocation moves, including increasing exposure to Asian equities, commodities and UK commercial property.
In June 2016, immediately before the Brexit referendum, a curious thing happened.
Unclear on job moves
Reforms not enough
McGhee joins from banking trade body
Our video series continues