Preparing Your Portfolio for Fed Rate Hikes

The video discusses the outlook for interest rate hikes in 2017, predicting two more hikes due to a tight labor market. It examines market reactions to Trump's victory, noting a bond sell-off and increased interest in equities. Despite anti-globalization rhetoric, global diversification remains crucial. Sustainable investment themes, such as energy and water efficiency, are gaining traction. Long-term trends like aging and urbanization are highlighted as key investment themes, unaffected by political changes.

How does the speaker relate energy efficiency to President Elect Trump's rhetoric?

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What factors are driving the structural themes mentioned in the text?

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