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Russia Geopolitical Multi-asset
Timely perspectives

Russia/Ukraine conflict: What investors need to know

2023-02-03
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Our investment professionals actively share research and challenge one another’s views, creating a diverse marketplace of ideas. They decide independently how to draw on those unique perspectives to sharpen their investment decisions, unconstrained by any single “house view.”

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Shifting landscape: Policy, politics, and the great-power struggle

Geopolitical Strategist Thomas Mucha asks Macro Strategist Mike Medeiros about his views on the Fed and inflation, along with how he thinks Russia/Ukraine will shape policy and politics in 2022 and beyond. This is the inaugural episode of our new WellSaid podcast series aimed at cutting through the “noise” and humanizing our thought leaders.

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Geopolitical observations

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More on Russia-Ukraine conflict

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Geopolitical Russia Energy Volatility Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Russia/Ukraine: One year in with no end in sight

Geopolitical Strategist Thomas Mucha analyzes the impacts of the Russia/Ukraine conflict one year in and identifies potential longer-term effects.

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By

Thomas Mucha

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Quick Take
2024-02-29
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Geopolitical Russia Inflation Volatility Europe China Commodities Multi-asset Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Russia/Ukraine: Transformational, not transitory
Four Wellington thought leaders share their distinct individual perspectives on the short- and longer-term implications of the tragic watershed conflict between Russia and Ukraine: Geopolitical Strategist Thomas Mucha on the geopolitical backdrop; Macro Strategist John Butler on what it means for Europe; Macro Strategist Santiago Millán on the role of China; and Portfolio Manager David Chang on the commodities markets.
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Article
2022-11-30
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Russia Geopolitical Multi-asset Inflation Value vs growth Volatility Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Russia/Ukraine conflict: Five things to watch closely
Amid the ongoing turmoil of the Russia/Ukraine crisis, Global Investment Strategist Nanette Abuhoff Jacobson highlights five key areas she thinks investors should keep a watchful eye on in the weeks ahead.
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Nanette Abuhoff Jacobson

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Article
2023-03-31
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Russia Commodities Geopolitical Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Russia/Ukraine and the commodity challenge
With commodity inventories at multi-decade lows, is rising cross-asset class volatility all but inevitable? Leveraging insights from Wellington colleagues, Thematic Strategist Trevor Noren argues that the Russia/Ukraine crisis demonstrates why the answer is likely yes.
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By

Trevor Noren

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Article
2023-03-31
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