It's been a month since our last strategy update, and there are three key occurrences from August that are impossible to ignore.
- The extraordinary surge in gas prices - how will this affect consumer incomes this winter?
- UK inflation still grabs the headlines, with UK gilts climbing 76 basis points - how high will it go?
- Finally, the US dollar continues to rise - what will Friday's central bank symposium entail?
Despite this, equity markets seem relatively stable. How is this possible? And how does one invest against this economic backdrop?
Join Guy's six minute strategy update as he answers these questions.