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Sunflowers and scarcity: The Ukraine war’s impact on private debt
Sunflowers and scarcity: The Ukraine war’s impact on private debt
Stagflationary dynamics still in the background
As the conflict in Ukraine moves into its fifth week, volatility looks set to continue and the outlook is marred by the threats to growth
CIO podcast: The questions investors have on China, Ukraine, and Fed rates
"The market feels that the trajectory of rate rises actually increases the risk of [...] recession," says Global CIO Andrew McCaffery.
Chart Room: Ukraine war adds to inflation and brings further supply chain woes
As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.
A time for cool heads as the world order shifts
Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.
CIO podcast: allocating for stagflation and geopolitical turmoil
"We continue to look to China, to Asia, to Japan for opportunities relative to the US and Europe, because we cannot ignore the recessionary risks."
Markets shift as Ukraine consequences spread
While the humanitarian impact of the war in Ukraine grows by the day, the economic effects are also mushrooming
Energy independence drive could impact renewables adoption
European governments rush to reduce dependency on Russian gas.
CIO podcast: The impact of Russia sanctions
Fidelity International's Global Chief Investment Officer Andrew McCaffery explains the impact of economic sanctions on Russia
Fidelity CIO: Stagflationary consequences of Ukraine crisis intensify policy dilemma
An environment of stagflation is increasingly likely to be maintained rather than to ease off over the coming months.
CIO podcast: What the invasion of Ukraine means for markets and policy
As Russian forces launch a military invasion of Ukraine Fidelity's Global CIO explains the likely repercussions for markets and central banks.
Ukraine invasion threatens bumpy landing for global stocks
While we are not yet talking about uncharted territory for stock markets, the Ukraine invasion fundamentally challenges the market environment.
Russian and Ukrainian debt comes under pressure
Our base case from a fixed income perspective is now for a more severe and protracted conflict.
Cautious positioning required as Ukraine escalation adds to stagflationary risks
The overnight escalation of the Russia-Ukraine crisis is a worrying development with serious macro and market implications.
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