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Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.

Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Ukraine investment considerations: time in the market beats market-timing
What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.

Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.