Macro

Will supply constraints prove to be the differentiator between countries?

In a pre-pandemic world of great abundance, supply was rarely a constraining factor on growth or a driver of higher inflation.

Asset Allocation

The risk perspective – where alternative signals win

Sentifi's Marina Goche explores the main themes that have been driving volatility in markets and contributing to this largely risk-on environment.

ESG

How much is the transition to net-zero contributing toward inflation?

Moving away from fossil fuels poses another issue for consumers - 'greenflation'.

ETFs

Sector-Energy ETFs post second-highest weekly outflows on record

Sector-energy ETFs logged their second-largest outflows on record. Jack Fischer, senior research analyst at Refinitiv Lipper reports.