Roger joined Gemma Dale on the nabtrade podcast Your Wealth  to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.