Search results for “ukraine conflict”
Displaying 1 - 10 of 38 results
Articles (38)
Ukraine conflict: recession risks, long-term scenarios and market sentiment
As the conflict in Ukraine leads to a humanitarian crisis, we consider how the invasion could shape the economic outlook and where market sentiment could... 
Ukraine conflict: a turning point for energy security?
In our recent post on the effects of the Ukraine conflict on real assets, we touched on the potential long-term implications for European clean-energy markets.... 
Ukraine conflict: UK real estate impacts
In our latest blog on the conflict in Ukraine, we examine the immediate effect on the UK institutional real estate market 
Ukraine conflict: finding the energy
In the third blog in our series on the crisis in Ukraine, we examine the effect on the European consumer, the central-bank response, and our... 
Ukraine conflict: the macroeconomic impact
In our fourth post in this series, we look at the questions that Russia's invasion raises for the global economy. We also outline our views... 
Ukraine conflict: the inflation dimension
In the second post of our blog series, we look at how Russia's invasion of its neighbour might impact consumer prices in developed markets. 
Podcast: Ukraine, geopolitical risk and mispriced markets
In our monthly CIO call, we assess the current investment landscape, while digging into a few longer-term market themes. 
How has emerging-market credit fared during the Russia/Ukraine crisis?
Emerging-market (EM) credit has been hit hard by the Russia/Ukraine situation. Both EM sovereigns and corporates have widened by approximately 100 basis points (bps) since... 
Ukraine: Protracted war, economic turmoil
The war in Ukraine will impact geopolitical risks and commodity prices for as long as it continues. Here, we examine the persistent effects of the... 
Ukraine conflict: implications for investors
What Russia's invasion of its neighbour means for markets, the global economy and how we manage our clients' assets. 
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