Ukraine

Investors can help make a difference

Family in Kyiv

The situation in Ukraine has fostered some industry introspection regarding the ‘positive’ role of defence in responsible or sustainable portfolios. Some broker commentary has gone so far as to suggest this could be an existential moment for ESG in its...

‘Unusual’ activity in emerging markets

Consistently outperforming the market over prolonged periods of time is a rare and invaluable attribute.

Two-step wind-down

Spiralling commodities prices

Down -5.4% year-to-date

“Catalyst for innovation”

Competing factors