◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Short and Sharp – Picking sides in ESG: Trump vs. asset managers



Readers, welcome to my new regular column, Short and Sharp. This column consists of fortnightly articles, focused on current market discussion topics, taking a strong point of view and without using a lot of ink – short and sharp. Last week, as I enjoyed one of the UK’s warmest starts to June…

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Inflation wars: top-down versus bottom-up data



As the old saying goes, there are two sides to every story. This saying holds true for the latest inflation data. For instance, the latest Consumer Price Index (CPI) and Personal Consumer Expenditure (PCE) inflation data have fallen flat. But, the “macro” environment suggests that inflation…

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