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Geopolitical Russia Energy Volatility Quick Take
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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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Thomas Mucha

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Quick Take
2024-02-29
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Equity Europe Macro and market Quick Take
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

European equities: a complex story

Macro Strategist Nicolas Wylenzek examines the complex prospects of European equities from both a near-term and structural perspective.

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Nicolas Wylenzek

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Quick Take
2024-02-29
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Sustainability Fixed income ESG Portfolio strategy Americas APAC EMEA Sustainable investing Quick Take
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Sustainable fixed income investing entering the mainstream
This short piece explores the continued rise of sustainable fixed income investing and links to a more in-depth white paper on the topic.
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Quick Take
2022-12-31
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Geopolitical Macro and market Multi-asset Equity Europe Article
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War and markets: What's the connection?
Amid the geopolitical turmoil and tragic humanitarian fallout of the Russia/Ukraine crisis, many investors are naturally also concerned about the negative effects the escalating conflict could have on their portfolios. With that in mind, I thought I’d provide a quick snapshot of the impacts that past wars have tended to have on asset prices.
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By

Owen Lamont, PhD

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Article
2023-03-31
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Russia Commodities Geopolitical Article
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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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