Markets are volatile, from Middle East tensions and high oil prices to inflation, tariffs and slowing growth.

Sean Aylmer speaks with Jonathan Armitage, Chief Investment Officer at Colonial First State, about how experienced investors cut through the noise - and why today’s environment may signal a new investment regime, with more volatile inflation, rising protectionism and shifting global dynamics. He also outlines why traditional defensive assets like government bonds may no longer offer the same protection, and where investors are looking instead.

This is general information only. Please seek professional advice tailored to your circumstances before making investment decisions.