Description

The global backdrop over the last few weeks has been almost the been the perfect storm for markets, with rising interest rates, weak supply chains, rising energy prices and, of course, the dreadful situation in the Ukraine. Combine that with the savage rotation within styles and we may be witnessing one of the toughest market backdrops in a long time over the first quarter of 2022.

Drawing on the expertise of Square Mile's research team, in this episode of the Talking Research podcast, we will be discussing this current market environment, exploring:

• The impact of rising inflation
• Whether we should expect a recession imminently
• The improved durability of dividends in global equities

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