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Guard against ‘unintended consequences’ of Ukraine: BCA

The fight in Ukraine is unlikely to spill over into a shooting war between Russia and the NATO countries. That doesn’t mean impossible, and investors “should absolutely worry about unintended consequences.” For the last month or so, investors have been reading the entrails of a beast they’re broadly unfamiliar with – geopolitics – to determine…
Lachlan Maddock | 31st Mar 2022 | More
The ‘S’ stands for stability

When it comes to geopolitics, investing isn’t as easy as “ESG”. With the prospect of sanctions leaving investors with stranded Russian assets on the balance sheet, several commentators have suggested this could all of have been avoided if those investors just took the “S” (social) and “G” (governance) in “ESG” more seriously. They believe that…
Lachlan Maddock | 9th Mar 2022 | More