The recent discussion with BKB Head of Investments Sandro Merino explored the implications of Donald Trump's election victory for the stock markets.

It is believed that this outcome will cause share prices to rise sharply, leading to concerns about the sustainability of this market "sugar rush."

Investors are advised to consider whether they need to rebalance their portfolios in light of the current economic climate.

Merino also discussed the expected response from the US Federal Reserve to Trump's pro-spending policies, which could impact interest rates and overall market dynamics.

The discussion also highlighted the increasing interest rates on government bonds, as well as changes in the US dollar, gold, and oil prices, indicating a broader impact on various asset classes.