Is inflation entrenched or not? It depends on demand.
In this episode, Felicity Selcoe from the UK Advisory desk is joined by Portfolio Manager, Aneka Beneby to discuss the tumultuous start to the year for global markets. They discuss persisting inflation, both from a policy standpoint and reaction from global businesses, the geopolitical tensions in Russia and Ukraine and the uncertainty this is causing in commodity markets, and finally our current portfolio positioning.