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Webinar replay: Russia and Ukraine: beyond the fog of war

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Learning: Unstructured

“War is the realm of uncertainty,” wrote Carl von Clausewitz some two centuries ago. The second webinar in our series explores the economics of conflict, the continued impact of Russia’s invasion on global markets and some possible outcomes.

Watch Georgina Taylor, fund manager, in a discussion that explores:

  • Three broad outcomes that we can imagine from the war and a look at the economics of conflict.
  • How will these scenarios affect inflation, interest rates, energy prices and GDP?
  • Which asset classes and geographies are best suited to each scenario?
  • How have our investment teams approached the situation?

The webinar featured Invesco’s chief global market strategist, Kristina Hooper, our global head of asset allocation research, Paul Jackson, and Stephanie Butcher, Invesco EMEA’s Henley-based chief investment officer.


Investment risks
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
 
Important information
This communication is exclusively for Professional Clients and Financial Advisers in Continental Europe (as defined below), Qualified Clients/sophisticated investors in Israel, Professional Clients in Bahrain, Guernsey, Dubai, Isle of Man, Ireland, Jersey, Kuwait, Oman, Saudi Arabia, UAE and UK; trade press in Italy, France, Belgium, Netherlands, Luxemburg, UK, Spain and for Weber Shandwick.
 
This communication is not for consumer use, please do not redistribute.
 
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This communication may not be reproduced or used for any other purpose, nor be furnished to any other person other than those to whom copies have been sent. Nothing in this document should be considered investment advice or investment marketing as defined in the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 1995 (“the Investment Advice Law”). Investors are encouraged to seek competent investment advice from a locally licensed investment advisor prior to making any investment. Neither Invesco Ltd. Nor its subsidiaries are licensed under the Investment Advice Law, nor does it carry the insurance as required of a licensee thereunder.
 
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EMEA 2020112/2022