The global backdrop over the last few weeks has been almost the been the perfect storm for markets, with rising interest rates, weak supply chains, rising energy prices and the dreadful situation in the Ukraine. Combine that with the savage rotation within styles and we may be witnessing one of the toughest market backdrops in a long time over the first quarter of 2022.

Drawing on the expertise of Square Mile's research team, in this episode of the Talking Research podcast, we will be discussing this current market environment, exploring:

• The impact of rising inflation

• Whether we should expect a recession imminently

• The improved durability of dividends in global equities

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 was recorded on Monday 11th April 2022. 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 and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.