04/22/2022

The return of inflation

The Russia-Ukraine war, the impact on commodity prices and a new Covid outbreak in China are among the key uncertainties facing the global economy. Higher inflation is a universal concern, but the policy reaction is far from uniform.

04/21/2022

The real cost of funding

In the latest instalment of Simply Put, we explore the difference between macro and market real rates, and consider why market real rates are more influential for equities during periods of high inflation.

04/20/2022

Sweden’s Article 8 dominance: miracle or mirage?

Over 90% of Swedish funds are classified as Article 8, whereas the European average is 24%. Some have argued that this substantial lead is due to discrepancies in SFDR interpretation, rather than a more sustainable offering.

04/19/2022

Review of the week: A muddled view

The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile, politics is back to the fore in Europe and America.