From regime changes and loaded questions to the role of psychological concepts, we hone in on the joys and woes of equity investing in times like these. Our guest throughout the entire series: Jacob de Tusch-Lec, manager of the Artemis Global Income fund.

This podcast is produced by Citywire in association with Artemis Investment Management.

Global equity markets are facing a double-whammy of spiking volatility and rampant inflation, neither of which seem to cool down any time soon. We discuss if, and how, equity investors can weather near-term headwinds pretty much unscathed.

There’s always a silver lining

Interest in companies that cater to our desire for personal development is still strong, but it’s increasingly overshadowed by the necessity to deal with external shocks. These days, it’s not about what you want anymore – it’s about what you need. Where does that leave global equities?

Back to basics

The world has gone topsy-turvy, with major implications on the investment landscape. We take a look at the dying bull market, the ongoing regime change and assets that can weather the market downturn.