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Ukraine
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Blog

China and the West: A tale of two inflations

We analyse how China’s economy is influencing inflation rates across the developed and emerging world.

09 February 2024 Newton fixed income team
Blog

Ukraine: war, peace and reconstruction

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

31 July 2023 Newton fixed income team
Blog

Geopolitical outlook: how ‘great power competition’ will define 2023

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

23 January 2023 Newton fixed income team
Blog

Vladimir Putin: Mr three per cent?

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

21 October 2022 Newton fixed income team
Blog

Russian bear, Chinese dragon: feasting on honey or playing with fire?

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

08 April 2022 Newton fixed income team
Blog

Russian bear: grizzly and exiled

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

21 March 2022 Newton fixed income team
Blog

Russian bear out in the cold

We assess the possible investment implications of Russia’s invasion of Ukraine.

25 February 2022 Newton fixed income team
Blog

Deal or no deal?

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

20 January 2022 Newton fixed income team
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