In the second of three new interviews, Giselle Roux, CIO at Wealth Management firm Escala Partners, discusses her approach to asset allocation as we move into a new year full of uncertainty. On the equity market she tells us: “Equities are not cheap. That's been clear for some time, but the current momentum would suggest that equities have still got perhaps another leg to run. A mild amount of inflation helps, a perception that some of the growth in the world is picking up should still give equities a chance to provide certainly returns that are justified by a bond yield plus a risk premium.” Watch this interview to get the full picture, including her take on rates, property, alternatives, and emerging markets. Click below for video and transcript.