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Article by Perpetual The Perpetual Weekly briefing is a summary of discussions our team has had over the course of the week regarding key investment themes, markets and stocks. Commodity markets don’t know which direction to take. Volatility in commodities saw prices first surge before being dragged lower by double digit moves in oil prices. Oil…

Article by MFS Investment Management With the humanitarian crisis resulting from Russia’s invasion of Ukraine growing, we wish to express our sincere concern and support for the people of Ukraine and our hopes for a swift de-escalation of hostilities and a peaceful restoration of the country’s national sovereignty. Russia has been isolated from the global…

Article by Perpetual Volatile markets continue Equity markets are experiencing significant volatility. Even before the shocking events in Ukraine took place last week equity markets had been grappling with the prospect of rising interest rates to contain high levels of inflation.  Although Ukraine will focus minds on the short term, we believe the issue of…

Article by MFS Investment Management The breakout of a severe geopolitical crisis following Russia’s invasion of Ukraine has significantly increased major uncertainty in global markets. While accurately predicting geopolitics is an impossible task, the purpose of this note is to articulate our views on the potential impact of the crisis on the global macroeconomic backdrop…

Article by Vanguard Geopolitical & market impact commentary A new dimension of risk has entered the financial markets with heightened tensions in Ukraine. It’s not something the markets needed when they were already dealing with brisk inflation and preparing for an expected cycle of interest rate hikes from most of the world’s central banks. We…

Article by AllianceBernstein What has happened? After months of mounting tensions, Russia attacked Ukraine on Thursday, February 24, with widespread fighting throughout the country. The conflict is a serious escalation in a region that’s been a hotspot for tensions between Russia and the West for years, adding uncertainty to the global economic outlook. Many financial…

Invasion Threat Roils Markets Article by MFS Investment Management The breakout of a severe geopolitical crisis following Russia’s invasion of Ukraine has significantly increased major uncertainty in global markets. While accurately predicting geopolitics is an impossible task, the purpose of this note is to articulate our views on the potential impact of the crisis on…