Why the market is still reacting to short term data rather than the improving outlook and the possibility of sub 2% inflation.

The situation in the Red Sea and why its inflationary impact could be overstated.

Other tailwinds for confidence, including falling interest rates and political giveaways in the March budget, and why Singer favours low-ticket retail and housebuilders.

Why we shouldn’t be too worried about weak December retail numbers, and how stock selection is once again becoming increasingly important.

The shift from buying physical goods to buying experiences such as holidays, and why media could be a sector to watch this year as ad spending recovers.

How recent recruitment sector weakness could present a buying opportunity.