If you could start your investment portfolio from scratch, would your rebuilt portfolio look the same as it does today? This was a question Livewire put to our MD & CIO Simon Mawhinney in this recent in-depth video interview. Simon answered with an unequivocal yes, before going on to cover topics as diverse as our concern over trending share prices, the potential unwinding of high P/E stocks, and the thesis behind our Equity Fund’s large position in energy and materials stocks. You can watch the video or read the edited transcript. Watch now.