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Analysis

Russia’s war on Ukraine is shifting the investment landscape

26 April 2022 • By Philip Saunders • 1 min read

Russia’s war on Ukraine is shifting the investment landscape

Analysis around the dramatic policy shift towards defence and energy spending in Europe, and why the conflict in Russia-Ukraine may mark a turning poi...

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Russia’s war on Ukraine is shifting the investment landscape

The challenges of tactical asset allocation

As the world adjusts to COVID and markets return to some form of normal, it’s feasible that inflationary pressures re-emerge. Should this occur, ...

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Russia’s war on Ukraine is shifting the investment landscape

A disciplined, dispassionate investment perspective is needed in volatile and disruptive times

Financial markets around the world have been working overtime. Over the past few years, there has been a lot to absorb – the COVID-19 pandemic, geop...

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Russia’s war on Ukraine is shifting the investment landscape

Higher commodity prices challenge inflation and growth

There are many consequences of Russia’s invasion of Ukraine, the foremost of which are the tragic human toll and unfolding humanitarian crisis. Addi...

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Russia’s war on Ukraine is shifting the investment landscape

India poised to take the lead in emerging markets

When Prime Minister Scott Morrison announced earlier this month that Australia and India had signed the Australia-India Economic Cooperation and Trade...

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Russia’s war on Ukraine is shifting the investment landscape

Non-bank SME funding - an opportunity for private credit investors?

There is an increasing smorgasbord of financial technology-enabled non-bank lenders. The funding of these non-bank lenders presents an important new o...

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Russia’s war on Ukraine is shifting the investment landscape

The magic of margins

Investors are currently faced with more uncertainties than usual. The Federal Reserve has committed to hiking rates to address an acceleration in infl...

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Russia’s war on Ukraine is shifting the investment landscape

The biodiversity crisis needs our support

The UN Biodiversity Conference (COP 15) is currently scheduled to convene in Kunming, China, at the end of this month (although at the time of writing...

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Russia’s war on Ukraine is shifting the investment landscape

Transition makers: Capturing new dynamics in commodity markets

Efforts to tackle climate change are driving powerful trends in markets for many natural resources, from metals to fossil fuels – and in the equitie...

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Russia’s war on Ukraine is shifting the investment landscape

Is it time for an overweight allocation to Australian shares?

For decades, Australian investors have been encouraged to look beyond their backyard for investment opportunities. Holding an overweight exposure t...

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