Portfolio Constructors Must Be Innovative, Says Legal & General's Roe

The video discusses the impact of political events on financial markets, focusing on the US Capitol incident and its effects on market dynamics. It explores fiscal support and stimulus measures under Biden's administration, the role of safe assets like Bitcoin and gold during geopolitical risks, and the dynamics of gold and bond markets. The discussion highlights the challenges of low yields in government bonds and the need for innovative hedging strategies.

How does dollar weakness affect global equities and gold prices?

What was the speaker's view on the effectiveness of gold as a hedge against economic risks?

What challenges do portfolio constructors face according to the text?