Browsing Category
Russia
48 posts
Cycle uncertainty: How is the Russian invasion impacting the economic cycle?
by Andrew Pease, Russell Investments Key takeaways The Russian invasion of Ukraine on Feb. 24 has created significant…
The Biggest Surprise of the War — Russia’s Inept Military
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives AS THE WAR BEGAN, we had no doubt…
War? What is it Good For? Absolutely Nothing.
by Liz Ann Sonders and Kevin Gordon, Charles Schwab & Company Ltd. The titles of these reports are…
Will Russian Sanctions Lead China to Sell US Debt?
by Brian S. Wesbury – Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios Russia's…
Uninvestable Russia
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman We survey the impact on worldwide fixed income markets…
3 views on the Russia-Ukraine conflict
by Talha Khan, Jody Jonsson, Darrel R. Spence, Capital Group Russian attack brings long-sought European unity Talha Khan,…
The Conflict May End Up In a Stalemate
by Hubert Marleau, Market Economist, Palos Management The Weekly Snapshot of the Market The S&P 500 skidded back…
War and the Fear of Recession
by Kevin McCreadie, MBA, CFA®, AGF Management Ltd. Russia’s invasion of Ukraine is the latest risk to financial…
Vladimir Putin Is Losing the War
by Greg Valliere, AGF Management Ltd. Insights and Market Perspectives PRESS REPORTS YESTERDAY indicating that key Ukrainian cities…
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
Brian Wesbury: Thoughts on Ukraine
by Brian S. Wesbury – Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios They…
It Won’t Be So Easy Next Time For Russia, But for Now There’s No Clue On What’s Going To Happen
by Hubert Marleau, Market Economist, Palos Management I have a very limited knowledge of power politics and foreign…
Guide to Geopolitical Risk: Russia-Ukraine
by Jeffrey Kleintop, CFA®, Managing Director, Chief Global Investment Strategist, Charles Schwab & Co., Inc. Markets appear to…
Why We're Bullish on Russia and Eastern Europe Right Now
by Frank Holmes, CEO, CIO, U.S. Global Investors After a challenging 2020 due to the pandemic, foreign direct…
The Resilience of Cities
by John Paul Lech, Portfolio Manager, and Sharat Shroff, Portfolio Manager, Matthews Asia Great cities have proven resilient…
