Barty: Protectionism Is a Negative for 2017 Markets

The transcript discusses the impact of Brexit on currencies, particularly the pound, and the performance of UK small caps. It covers expectations for fiscal stimulus and global growth, highlighting potential risks from US politics and trade policies. The discussion also touches on the effects of bond yields on equity pricing.

What is the speaker's view on the timing of the impact of fiscal stimulus?

How does the speaker suggest investors should approach the news flow from the new president?