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Timely perspectives

Russia/Ukraine conflict: What investors need to know

2023-02-03
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.”

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.

Geopolitical observations

Key topics and themes

More on Russia-Ukraine conflict

Showing of Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
How the Russia/Ukraine conflict has galvanized the West
Geopolitical Strategist Thomas Mucha provides his latest insights on the Russia/Ukraine conflict, particularly with regard to its significant and potentially enduring impact on US/EU relations.
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Quick Take
2022-08-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1352037788
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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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Article
2023-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.