Markets have opened with a flourish – dismissing the new variant and inflationary pressures: should investors follow this new-found optimism?

In an unexpected move, Bank of England (BoE) policymakers opted to tighten monetary policy at their December meeting in a bid to address surging inflationary pressures.

Inflationary pressures are real and are looking increasingly persistent rather than transitory. Investors need to be wary of the assumption that all equities can weather an inflation storm.

Investor sentiment was shaken during November by the discovery of the new “Omicron” Covid-19 variant in South Africa.

Lockdown winners have become recovery losers. Is value emerging?

As UK inflation ticks higher, will the traditional strategies adopted by fund managers to deal with rising prices prove effective?