What caused the market pick-up and can it last?  

Is inflation defeated and what are the implications for interest rates?  Scroll to 8 minutes 17 seconds.

What portfolio changes have we made / are we thinking about?  Scroll to 17 minutes 24 seconds.

For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.