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Description

As the world begins to digest the result of U.S. Presidential election, Jonathan Davies, lead portfolio manager of the UBS Currency Allocation Return Strategy, discusses the potential impact on markets.

He examines how this outcome relates to currencies, other macro-movers of 2016 and what investment opportunities or threats might manifest themselves moving into 2017.

Jonathan is talking with Jake Moeller, Head of Lipper U.K. & Ireland Research at Thomson Reuters, in London on November 9, 2016.