This week the team is joined by Ed Smith, asset allocation strategist at Rathbones. They discuss the return of inflation, bond proxy worries and what a Trump presidency could mean for the world and your investments.Kate Beioley, deputy personal finance editor at Investors Chronicle talks to personal finance writer Emma Agyemang about HICL Infrastructure’s search for new assets and Emma talks about the state of the property market and TR Property’s premium.The team also looks at this month’s markets. Gilts yields, inflation and banking stocks are all on the up, what does that mean for the funds you hold? And Ed Smith also talks through Trump’s trade tactics and macro-economics and explains how protectionist policies could hurt equities. Hosted on Acast. See acast.com/privacy for more information.