Lukasz de Pourbaix of Lonsec Investment Solutions & Hamish Fitzsimons of Alliance Bernstein discuss the following points

• How are you changing portfolios in response to rising inflation and interest rates?
• Now that bond yields are over 3% are you reconsidering adding to fixed income in portfolios?
• What other asset classes do you like in this environment?
• Is it too late to sell long duration assets now or switch out of high growth managers?
• How do you see rising inflation impacting equity markets?
•  What parts of the equity market do you prefer in an environment of rising rates and high inflation?
• What sectors do you see as potential offering inflation protection?