Rebecca Cretney, investment counsellor, caught up with Tom Caddick, our chief investment officer, to ask him about the very positive news for portfolios in the form of Q3 corporate earnings, which provided a good surprise. They also touch on how this optimistic news was only partially knocked back by the negatives of inflation – which has continued to remain stubbornly high – and the fallout from the problems facing the Chinese property company, Evergrande.

Watch our short video to understand how these affected financial markets around the world and, as a result, clients’ investment portfolios in October 2021.