Shifts & Narratives #14 - Russia conflict marks a further step in the road back to the ‘70s

In recent history, geopolitical crises have tended to be short-lived and after an initial sell-off they provide buying opportunities for investors. It’s tempting to see a similar pattern in the Russia-Ukraine conflict, which would explain why markets have been on a roller-coaster, with a fast recovery expected for any perceived positive development, after the initial negative shock when Russia launched its unexpected large scale invasion of Ukraine on 24 February.

However, now is not the time to be complacent and buy too much into short-term news, until the picture of how the conflict is evolving becomes clearer. Most importantly, investors should bear in mind that we are not living in normal times. 

You can now read the full whitepaper at the link below