Inflation is high but the pace of economic growth isn’t stagnating.

In the first episode of 2022 David, Will, and Craig try to bring some order to a rather tricky new year for global markets, discussing what risks and opportunities this presents. The team also explain why they aren’t reaching for the gold despite growing geopolitical risks, and why they are buying baser commodities instead.

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

Manager of the Rathbone UK Opportunities Fund, Alexandra Jackson, presents her thoughts to Proactive Investor’s Katie Pilbeam on the changing shape of the UK market and what this means for investors.

Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for markets.