Artemis

In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.

Fails to address liquidity problem

Lack of faith in US President

Particularly small cap and domestic companies

The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.

John Campbell OBE also joining

Richard Romer-Lee continues Square Mile's series of informal interviews

The investment approach of five managers

Six fund managers reveal the long-term trends driving their strategies, and the positions that have worked well for their portfolios this year, as well as the sectors they have avoided

Raising money for Children with Cancer UK