Fresh from meeting industry leaders in Silicon Valley, Portfolio Manager Hyun Ho Sohn and analyst Jonathan Tseng join Richard Edgar to share their thoughts on how the tech sector will fare in a high-inflation environment. Global macro economist Anna Stupnytska puts it all in perspective and we join Portfolio Manager Aneta Wynimko on a West End shopping trip to see the world from the consumer’s point of view.

With additional contributions from Global Chief Investment Officer Andrew McCaffery.

Listen to the full interview with Andrew McCaffery here.

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Opening clips:

Norah O'Donnell, CBS Evening News

Greg Milam, Sky News

BBC News