Quarterly Podcast: Markets soften amid inflationary concerns and trouble in the Chinese property sector

The third quarter of 2021 proved a more challenging one for markets following the strength of Q2. As growth has begun to slow, inflationary struggles have persisted alongside the lingering impact of the pandemic. Delving into these themes, as well as various geopolitical developments and current issues in labour markets, we also provide an overview of portfolio performance in the context of this tough quarter and take a closer look at the impact of inflation in particular.