The market response to Russia's invasion of Ukraine
In the latest episode, Mark Winterburn is joined by Thanh Cung from the UK Portfolio Management desk, where they discuss their thoughts on the economic fallout from Russia's invasion of Ukraine. They outline the particularly high volatility in commodities over the past week before discussing the mixed reaction in developed market equities and the flows into safe-haven assets. Finally, Mark and Thanh both outline what they've been doing in their advisory and discretionary portfolios respectively in response to the ongoing conflict.