The election of Donald Trump has driven a surge in bond yields and moves across all asset classes on the expectation of inflationary fiscal policies. Locally, we have seen a rotation away from ‘bond proxies’ and a number of high PE stocks. To provide you with some insight as to whether we are witnessing a kneejerk market reaction, or a meaningful shift, we recently asked a panel of Contributors a series of questions starting with: ‘Against the current backdrop, what steps do you take to review and assess your portfolio?’ Responses from Chris Prunty of Ausbil, Hugh Dive of Aurora and Dean Fergie from Cyan.