Early in 2021 financial markets switched focus from the benefits of reflation, or recovery from the pandemic, to inflation and its potential to damage asset prices. That focus could be set to flip again, this time from inflation to a possible check on recovery growth. And the culprit? The Delta variant of Covid-19.

We look at the messages from the economic data and discuss the implications for financial assets around the world.

Presented by Seamus Lyons CFA, Senior Investment Manager, Alex Burn CFA, Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist.

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