High inflation has changed the way many investors manage their portfolios. So which companies and sectors are providing a hedge against inflationary pressures - and where does gold and real estate fit into it?

Brian Arcese, portfolio manager at Foord Asset Management, tells Sean Aylmer why investors hoping for an inflationary peak and trough rather than a long-term high might need to have a re-think.

This is general information only, and you should seek professional advice before making investment decisions.