202: When geopolitics and inflation collide

The conflict in Ukraine is moving markets worldwide, driving the oil price to its highest level in more than seven years. But what does this mean for investors, and how might it impact inflation globally, when the cost of living is already rising? In this episode, we explain why it is dangerous to get caught up in any particular inflation story, and why we believe that global inflation – led by the US – is much more systemically important for the fate of risk assets.

Our expert panel includes:

•            Tim Drayson, Head of Economics

•            Colin Reedie, Head of Active Strategies

•            John Roe, Head of Multi-Asset Funds

•            Chris Jeffery, Head of Inflation and Rates Strategy

•            Laura Brown, Head of Client Solutions