ukraine

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

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

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

How the Ukraine conflict could change the geopolitical and investment landscape.

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

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

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

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