Russia’s invasion of Ukraine may lead to an even more divided world, but there is also a chance it could mean a thaw in Sino-US relations, a united Western world and even provide common ground for Republicans and Democrats, argues Quaero Capital’s Jean Keller
Russia
Russian invasion of Ukraine puts financial firms’ ESG promises to the test
Banks may talk about the importance of governance, but some firms have been quicker than others to scale back on their Russian operations and investments
Guernsey a haven of stability for jittery international clients
Clients from Russia and the Middle East head to Guernsey to protect their wealth, while the island is also becoming a hub for illiquid invesments
Domestic demand drives Eastern Europe’s recovery
Growth in the CEE region is being driven by a combination of domestic demand and investments from external sources, increasing its resilience, although worries remain about Turkey and Russia in particular
Best of Brics crown is up for grabs
Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities
Bargains to be found as emerging markets fall out of fashion
Most private banks are underweight emerging market equities following a torrid couple of years for these economies, but attractive valuations could represent something of a buying opportunity
Europe fears chill of new Cold War
The impact of Russia’s actions in Ukraine has been felt far beyond those countries’ borders, and the consequences for European countries could be huge if the situation worsens
Russia's fading appeal as an investment destination
Investors consider Russia to be a "one trick pony" dependent on its natural resources
Will Ukraine prove to be the catalyst for another crisis?
Saxo Bank’s Steen Jakobsen and Mark Burgess of Threadneedle discuss whether the Ukraine crisis will have much broader implications
Emerging markets down but not out
Political upheavals and the tapering of QE have hit emerging markets hard, but some investors are highlighting the attractive valuations and long-term opportunities available in these economies
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