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The Old Lady of Threadneedle Street is putting off a ghoulish vibe, giving people the chills despite the summer drought.

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We may have (finally) reached peak inflation, argue David, Will and Rahab this month. Also, they explain how the Tory leadership campaign made them reassess the benefits and pitfalls of deregulation, and why they think water is an exciting investment theme for their portfolios.

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After a lengthy political vacuum over the summer, incoming prime minister Liz Truss must move fast to get to grips with a daunting set of challenges. An energy price cap (costing billions) seems inevitable.

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In conversation - February 2021

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