A conversation between Philip Bailey and Steve Williams of  Assetfirst's investment committee, as they consider the influence of world conditions on their model portfolios. Coming this month:-

• Aftershock - As supply chain disruption and soaring energy prices hit the economy, are these conditions here to stay?
• Stagflation - Low growth and high inflation; is the economy heading for the worst of both worlds?
• Short and (not too) Sharp - The outlook for interest rates.
• Expansion Phase - Investment strategies for a post covid world

If you have any comments or queries, please get in touch at [email protected]