In a change from his usual market review, Guy looks at the five profound changes in the economy over the past decade and their implications for investors in the future.
Firstly, inflation is back with a vengeance. Secondly, rising conflict suggests volatile oil prices. Third, China, the engine of global growth has slowed and fourth budget deficits have exploded, shifting focus from monetary to fiscal policy. Fifth and finally, tackling climate change could become the biggest capital spending programme ever undertaken.
Watch as Guy considers these trends and the portfolio positioning required to meet them.