Simon Steele of Fiera Capital and Darren Beasley of Evidentia discuss the following points

• The impact of higher interest rates and inflation when selecting managers
• The concept of style adjusted alpha
• We've seen a switch from growth equities to value. Is this likely to be a short-lived phenomenon or could higher bond rates dampen the performance of high growth stocks?
• The search for protection against inflation in the current environment
• Ukraine and Russia and any impact on growth 
• Predicting long-term profitability and success of individual companies
• Regional preferences within global equities and the importance of geographical exposure. 
• The importance of valuation and short-term performance?