Russia-Ukraine War: Views from the Desk

Given the recent events of the Russia-Ukraine war, our Investment Consulting team has put together their analysis of the situation and the impact it could have on portfolios.

In the document, we look to discuss the below points:

• The impact on commodity prices

• Implications of the sanctions imposed by Western countries

• How to position portfolio in light of these events

• Geopolitical impact this crisis is expected to have