With UK inflation sitting at 3% and volatility in energy prices making headlines, what’s the real outlook for investors? Panmure Liberum's Chief Economist Simon French breaks down why this inflation cycle may play out very differently from recent shocks. Learn why, despite global disruptions and unpredictable energy markets, the key risks for portfolios could lie in second-order effects, rather than headline figures.

Chapters

• 01:51 Impact of US Tariffs and Comparison to Current Risks