Master Investor’s Sarah Lowther and Jonathan Davis discuss the investment themes that have started to materialise this year.

With some equity market indices approaching or breaking through their 200 day moving averages, is this potentially a positive sign for the rest of 2023?

Davis talks about the phenomenal success of passively managed funds over the past two decades, and names the active fund managers who deserve honourable mentions.

Inflation in the UK is discussed. Will it return to the Bank of England’s 2% target and why is BOE Governor Andrew Bailey eating humble pie?

And discover why Davis says this is the year that the trip to the US should be a vacation destination and the Western Isles shouldn’t.