Geopolitics
Executive Summary Wars Don’t Usually Affect Markets For Long
Monthly Portfolio Update: Keep Calm And Stay Invested…
Executive Summary Hopes of an imminent peace deal between Russia and Ukraine will be dashed. The conflict will worsen over the coming days. As was the case during the original Cold War, both sides will eventually forge an understanding that allows the…
Executive Summary Stronger Capex Than Last Decade
Fallout From Ukraine…
Dear client, In addition to this weekly report, we sent you a Special Report from our Geopolitical Strategy service, highlighting the risk from the Russo-Ukrainian conflict. Kind regards, Chester Executive Summary The Ukraine crisis will lead to a…
Highlights The Russian invasion of Ukraine is a geopolitical incident that is likely to be limited in scope. A wholesale energy cutoff to Europe is the chief risk to global economic activity, but the sanction response from the US and EU does not point to…
Executive Summary From Nixon-Mao To Putin-Xi
From Nixon-Mao To Putin-Xi…
Executive Summary EU-Russia Energy Trade To Persist
Russia Takes Ukraine: What Next…
Executive Summary US Policy Uncertainty Rises With ERP
US Policy Uncertainty Rises With ERP…
Russian Risk Assets: Not The Time For Bottom-Fishing…
Executive Summary A Swedish Warning
A Swedish Warning…