Preparing Your Portfolio for Fed Rate Hikes

The video discusses the outlook for interest rate hikes in 2017, predicting two more hikes due to a tight labor market. It examines market reactions to Trump's victory, noting a bond sell-off and increased interest in equities. Despite anti-globalization rhetoric, global diversification remains crucial. Sustainable investment themes, such as energy and water efficiency, are gaining traction. Long-term trends like aging and urbanization are highlighted as key investment themes, unaffected by political changes.

How does the speaker relate energy efficiency to President Elect Trump's rhetoric?

What factors are driving the structural themes mentioned in the text?