Crowds of shoppers on a pedestrianised street in Madrid this month. Spain is one of the hardest-hit countries in the world by coronavirus © Paul Hanna/Bloomberg

The pandemic and a stuttering recovery of the global economy continue to dominate markets and the news.

Uncertainties over the scale of state and central bank support, possible new variants of coronavirus, and the strength of improvement in economic activity throw up opportunities — and challenges — for investors.

So, the question for investors is: what next? What will be the dominant drivers and themes of the global economy over the coming months and years?

In this hour-long discussion, Joshua Oliver, the Financial Times’ asset management reporter, addresses these questions with a panel of experts, at an event hosted by FT Live.

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