The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Stopford, co-head of multi-asset at Investec Asset Management UK, talks about the effects of the growth of populism and how this might affect investors’ portfolios. He also discussed the “conflicting” messages that markets are sending investors about the direction of the global economy and where he thinks inflation is likely to go.

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