November 2022 / EMERGING MARKETS
Sovereign Analysis Amid the Perils of War
Amid the tragedy of war on people and communities, what are the geopolitical ramifications and lasting effects for both Ukraine and Russia?
- In terms of energy markets, commodities, and redrawn political lines, this is a conflict that is likely to have sustained and far-reaching consequences.
- Sanctions imposed on Russia by the U.S., Europe, and other countries will likely stay in place for an extended period of time.
- Understanding the political and economic history of Russia and central Europe is critical to investing in the region in the present day.
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November 2022 / ASSET ALLOCATION VIEWPOINT
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