Dodge Dorland, Chief Investment Officer at Landor & Fuest Capital Managers discusses the potential  negative impact once the Fed starts reducing its $4.5 trillion balance sheet. He also discusses emerging market sentiment, the flight to safety to gold and gives insights into what he is advising his clients.

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Tags:  Morgan Stanley,  gold,  commodities,  geopolitical concern,  aluminium,  copper,  industrial metal market,  government bonds