How can you adapt your allocations in an information fog?

Join Vontobel’s Dan Scott and Georg Häsler, Military expert and Editor at NZZ, to understand the geopolitical, economic and investment impacts from the Ukraine crisis – and how investors can adjust their portfolios amid the lack of clarity surrounding details of the war. How can we estimate the probability of various scenarios?

As the “free world” stands together in a unique way to defend Ukraine, it has become clear that Russia is not isolated, plus the west’s many dependencies on the country’s energy supplies remain.

Combined with growing evidence of a lack of clarity surrounding details of the war, Vontobel’s Dan Scott, head of Multi-Asset Boutique and Georg Häsler, Military expert and Editor at NZZ, outline the key geopolitical, economic and investment impacts from these and other recent events in this crisis.

How can investors assess the current situation in the context of historical information to adjust their portfolios?