Rebecca Cretney asks Tom Caddick what exposure we have to Russia and Ukraine and what impact the news to date has had on financial markets. We also highlight what’s happening with oil and gas prices, which remain relatively untouched by the West’s sanctions to date, and what they may means for inflation. Can any resultant inflation be absorbed by the global economy?

Watch the video to understand what our focus has been and also how we might adjust our portfolios to ensure we mitigate risks on behalf of our clients.