The EPFR Exchange Podcast

Episode 74: Inflation emerges as dominant macroeconomic theme


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This week, Cam and Kirsten discuss how investors responded to major variables in the investment climate: central banks meeting to discuss possible tightening, the COP26 meeting and inflation. Flows into Equity Funds with SRI and ESG mandates picked up last week after losing momentum, given a “shot in the arm” by the discussions from the UN climate summit meeting. Also, where investors are looking to protect themselves from inflation as it emerges as the dominant macroeconomic topic among an assortment of compelling and competing themes.

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The EPFR Exchange PodcastBy Kirsten Longbottom & Cameron Brandt

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