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The Bank of England is suggesting inflation is becoming embedded in the UK so rates may stay high for longer; possibly at their current level for two years. Could it be that the Bank has got it wrong? Steven Bell, Chief Economist EMEA, explains why he thinks this may be the case.

Against the difficult backdrop of high inflation and rising interest rates, the portfolio manager discusses some new entrants and disposals from the portfolio.

Managers of The Global Smaller Companies Trust, Peter Ewins and Nish Patel, discuss the prospects for smaller companies against the backdrop of inflationary pressures and higher interest rates. They will also cover how the economic backdrop is informing their portfolio construction. Register now to watch live or later on demand

US tech related stocks is creating a conundrum for managers with a remit to build diversified portfolios. But could AI be its saviour also?

UK Equities - The song remains the same

Despite the daily diet of alarmist headlines, since the fourth quarter of last year we have witnessed an improving picture in certain sectors of the commercial property market, most notably industrials, logistics and retail warehousing. A pick-up in investment activity has seen prices firm.

A more benign economic backdrop and supply constraints within the physical property sector have supported a positive start to 2023. Where do we go from here?

Rising inflation and interest rates, in combination with geopolitical concerns concentrated around the war in Ukraine and zero-Covid policy in China, weighed on global equities in 2022. As we look ahead, it is clear that the outlook for inflation and interest rates will continue to be key market drivers in 2023. However, inflation appears to have moved past its peak and the focus is now turning to its persistence. This will inform how soon central banks shift from hiking rates towards a more accommodative stance.