Financial Impact hub

What’s impacting the global financial markets?

Staying up to date with the latest views and insights will help you create opportunities out of complexity, if you’re ready to act.

The world has started to feel the economic shockwaves from Russia’s war on Ukraine in profound ways. The increased friction in global markets - already fractured by the pandemic - could further undermine economic recovery, and add to inflationary pressures.

From agenda-setting financial insight from Reuters Breakingviews to exclusive commodities research and market analysis from Refinitiv – we curate a selection of our latest market commentary to help you get the facts, analyse the impact and mitigate risk in order to turn challenge into opportunity

Latest perspectives

INVESTMENT INSIGHTS

What’s behind the Sri Lanka economic crisis?

June 14, 2022 • Maria Vieira

•

5 min

INVESTMENT INSIGHTS

Why do investors look at commodities in inflationary times?

June 01, 2022 • Alessandro Sanos

•

7 min

@Breakingviews

What we're watching

Is inflation spreading?

Roger Hirst looks at the recent break out in crude oil prices and the ongoing squeeze in agricultural products. US inflation may have peaked in H1, but that doesn’t mean it will quickly drop back to ‘normal’ levels. Furthermore, if it continues to spread from durable goods to essentials such as food and energy, then the Fed may have an even harder job on its hands.

Commodities

In addition to crude oil and natural gas, agriculture – wheat in particular - supply chains have been heavily impacted. Access exclusive market-moving news from Reuters, as well as in-depth analysis and reports written by our in-house analyst teams.

Commodity performance since the Ukraine invasion

As the conflict in Ukraine continues, Refinitiv analyses the impact on the broad range of commodities that have been affected by both the war itself and the imposition of sanctions on Russia.

Read the blog

Ukraine Crisis and Europe’s Natural Gas Market

This white paper looks at Europe’s dependency on imports for gas. Which markets will commit – politically and financially - to alternative gas and LNG suppliers to account for reduction in Russian supply?

Download the whitepaper

Major global supply risks continue to be seen far in advance by Refinitiv

The Agriculture and Weather Research team at Refinitiv has been forecasting global crop production for over 10 years. Find out how accurately our models matched price movements in 2021-early 2022.

Read the research

Find out more about our commodities insights

Global sanctions

Sanctions continue to dominate the geo-political landscape in the wake of the ongoing Russian-Ukrainian conflict as the war on Ukraine continues. This rapidly shifting sanctions landscape remains a high-pressure area, where changes can be swift and complex, and fines for non-compliance are significant. Sanctions compliance – although it may appear straightforward at first glance – is not always easy to achieve.

Find out more

Treeline by a lake with mountains in background and turqoise dahsed line on top left

Sustainable finance

Amid the gloom of the continuing public health crisis, last year proved a watershed for sustainable finance. As the industry looks back on a year of solid growth, the focus now turns to addressing the barriers that stand in the way of greater success.

Tackling climate change by the numbers

Explore our data-driven approach to the COP26 agenda in this report, and discover how key sectors like financial markets can help tackle the climate crisis.

Read the report

Governance & Sustainability: Inside, not just beside the business

To sustain our future and continue having a prosperous economy for this and future generations, new business models are required.

Learn more

COP26 Net Zero Atlas

FTSE Russell surveys the latest climate targets and mitigation strategies from around the globe, calculating the implied temperature rise (ITR) associated with individual national climate goals.