Merryn talks to Rob Arnott of Research Affiliates about some of the unexpected consequences of Covid and their opportunities for investors, plus the "wonderful safe haven" of UK value stocks, and the attractions of energy companies. PLUS, to sign up to watch John’s webinar with Roland Arnold, manager of BlackRock Smaller Companies trust, on 20 October, just go to moneyweek.com/blackrockwebinar – it’s free.