Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.
Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?
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