In this podcast, hosted by Toby Potter of IMAP, Nick Kirrage of Schroders and Jonathan Ramsay discuss:

- What value investing means to them;

- To what extent they use Growth and Value as inputs to their thinking about the amount invested in global equity markets;

- Whether they have a target period to hold any particular investment;

- Their view on inflation and;

- Their view on the likely direction of rates in major markets.