02/04/2023 Expert Talk
A global assessment of the implications of recent banking sector developments
Monday 07 March 2022
In recent history, geopolitical crises have tended to be short-lived and after an initial sell-off they provide buying opportunities for investors. It’s tempting to see a similar pattern in the Russia-Ukraine conflict, which would explain why markets have been on a roller-coaster, with a fast recovery expected for any perceived positive development, after the initial negative shock when Russia launched its unexpected large scale invasion of Ukraine on 24 February. However, now is not the time to be complacent and buy too much into short-term news, until the picture of how the conflict is evolving becomes clearer.