CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Investors confront volatility as Russia invades Ukraine
Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
Changing monetary environment sets the backdrop for a year of change in 2022
2022 will be marked by a role-reversal in monetary policy: crisis support, stimulus and spending replaced by recovery, repair, reduced fiscal stimulus and a return towards “normal”.
CIO outlook: market volatility, oil and interest rates
Russia’s invasion of Ukraine has put markets on edge. With a high level of uncertainty and rising commodity prices, will central banks change their plans on rate increases?
Investors confront volatility as Russia invades Ukraine
Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
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