Indrani and John discuss divergence and dispersion in financial markets—where impact has been most significant, and the trends being seen today. John reviews central bank policies, money supply growth rates and financial market drivers, whilst Indrani emphasises the effect that positive, and negative, stock-bond correlations have on diversification benefits.

In our inaugural episode of Macro Microscope, Indrani De and John Dioufas, discuss what is really driving inflation and the implications for financial markets. John focuses on the UK and Eurozone, covering spikes in gas and oil, and the ‘seasonal effect,’ while Indrani views inflation from a US perspective, highlighting the longer picture well-beyond Fed rate cut expectations for this year. Hear their thoughts on ‘Higher for longer’ in our video. https://lseg.group/3VFRGY8

The global economy remains resilient and the tightening of monetary policy by most central banks could start to bear fruit, while inflation begins to move towards target levels. But what does this mean for equities and bonds? Read our Mid-year investment outlook as we explore the challenges and opportunities dominating markets. Key takeaways: The 60/40 portfolio: Following the unusual correlation of equities and bonds in 2022, is the 60/40 portfolio a strategy that is still fit for purpose? Value versus growth investing: Are both strategies just as popular as each other for identifying stocks with the potential for strong returns while minimising

Otto Kober, Director, Methodology, Lipper Research at Refinitiv, discusses the methodology that underpins the Refinitiv Lipper Fund Awards. Read more about the methodology here.   For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honored funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers, based on Lipper’s proprietary performance based methodology. The merit of the winners is based on entirely objective, quantitative criteria. This coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the