War in Ukraine
Conflict and major geopolitical incidents tend to cause uncertainty and market volatility. Our infographic explores investor impact and outlines how events might play out.
TwentyFour
Is there enough of an ESG premium in EM?
Russia’s invasion of Ukraine has triggered fresh debate about ESG considerations in fixed income, particularly when it comes to emerging markets assets.
TwentyFour
FOMC: Central bankers face conundrum on inflation and growth
The much-anticipated March FOMC meeting is finally upon us, and given there was no meeting in February investors will be very glad of this window into the Fed’s thinking, particularly given the ongoing and far-reaching economic ramifications of Russia’s invasion of Ukraine.
TwentyFour
Where do fixed income investors go from here?
Global bond markets have moved sharply in the wake of Russia’s invasion of Ukraine as investors have tried to assess the impact of an unprecedented raft of financial and economic sanctions.
Quality Growth Boutique
A steady hand in volatile markets
What does Russia’s invasion of Ukraine portend for China and Taiwan? How do you identify quality companies amid unpredictable regulatory and political environments? How should you consider absolute risks on a country level? Cheryl Gedvila, Client Portfolio Manager, addresses these difficult questions to help investors navigate markets today.
TwentyFour
Investors are overreacting to banks’ Russia exposure
European bank equity has been among the hardest hit sectors since Russia’s invasion of Ukraine, as fears of losses and a flight to quality have prompted investors to change positioning.