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Insight

ukraine

Russia and China: a new world order
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.

Richard Bullock
23 January 2023
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
Policy response
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.

Richard Bullock
21 October 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Diverging fortunes: unearthing US bond opportunities
Blog

Diverging fortunes: unearthing US bond opportunities

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

Paul Brain
07 June 2022
Fixed income, Sector research, Ukraine
Investment matters: Russia, China and the new world order
Audio

Russia, China and the new world order

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

19 May 2022
Emerging markets & Asia, Fixed income, Global equities, Macro views, Sector research, Ukraine
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.

Richard Bullock
08 April 2022
Fixed income, Global equities, Macro views, Sector research, Ukraine
Ukraine Russia war soldier
Blog

Russian bear: grizzly and exiled

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

Richard Bullock
21 March 2022
Macro views, Sector research, Ukraine
Russian bear out in the cold
Blog

Russian bear out in the cold

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

Richard Bullock
25 February 2022
Fixed income, Sector research, Ukraine
Deal or no deal?
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.

Richard Bullock
20 January 2022
Emerging markets & Asia, Global equities, Macro views, Ukraine
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This is a financial promotion. Issued by Newton Investment Management Limited, The Bank of New York Mellon Centre, 160 Queen Victoria Street, London, EC4V 4LA. Registered in England No. 01371973. Newton Investment Management is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN and is a subsidiary of The Bank of New York Mellon Corporation. Material in this publication is for general information only. The opinions expressed in this document are those of Newton and should not be construed as investment advice or recommendations for any purchase or sale of any specific security or commodity. Certain information contained herein is based on outside sources believed to be reliable, but its accuracy is not guaranteed. You should consult your advisor to determine whether any particular investment strategy is appropriate. This material is for institutional investors only. Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.