With inflation at elevated levels, Gervais Williams, head of equities at Premier Miton, tells IGTV that this alone changes everything for the investment outlook. This, combined with central bank activity in restricting monetary policy, means investors need to be on the alert to change their behaviour. When the recovery comes, Williams says small cap stocks may well be the ones to watch.

Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. 

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