Our latest monthly look back is a little longer than usual. Why? Because inflation is just one of the risks, but it’s a risk unsettling many investors who have become used to a low interest rate environment and who are trying to determine what this new normal may mean for them. We also provide a quick summary of January’s portfolio performance.

Watch the video to understand what’s happening based on our view of financial markets.

Limited on time? Skip ahead to the section of the video you are most interested in using the time stamps below:

1:50 Higher inflation is translating into increasing interest rates, but that also affects company share prices. Rebecca asks Tom why.
4:23 Is a sell-off in equity markets likely as a result of interest rate increases?
6:45 Are there other risks beyond inflation that could impact markets?
9:33 Tom explains how our portfolios have fared in January.