Rising inflation has been one of the challenges facing investors over the past year or so. But as this appears to slow, where do we stand?

This week David Thorpe, contributing editor on FTAdviser, and Dave Baxter, funds editor on the Investors' Chronicle, have a chat with Dan James, head of asset management at Charles Stanley, about portfolio construction in inflationary times.

They discuss income, the apparent break down in the correlation between bonds and equities, and the challenges of diversification.

The Asset Allocator Podcast is a fortnightly series aimed at discretionary fund managers, fund selectors and wealth managers, providing insight into the issues that drive investment decisions.

The Asset Allocator Podcast discusses the big issues in UK fund selection and how wealth managers are positioning their portfolios. Sign up to the newsletter.

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