What is the global inflation backdrop? Is this inflation spike sustainable? How are companies reacting to higher inflation? How does the UK compare to its international peers?

In this month's episode, Square Mile's Chief Investment Officer, Mark Harries explores these questions and more with James Ashley, Head of International Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at JP Morgan Asset Management.

Listen on your favourite platform here, or listen below.

We welcome any feedback you have on our Talking Research podcast, please feel free to get in touch and let us know what you think.

This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity.