The Russia-Ukraine war has put additional upwards pressure on inflation, increasing the likelihood that economic growth will slow and that stagflation – historically a strong environment for real assets – may emerge.
The impact of the conflict may spread beyond commodities The commodity supply shock from Russia's invasion of Ukraine has been the main driver behind declining expectations for 2022 global growth. Continental Europe is particularly exposed, as those countries are more reliant than the US or the UK on Russia-Ukraine commodities. Economic sanctions imposed on Russia have isolated the country to some extent, but they may also lead to energy supply disruptions or other supply chain constraints. The war has near- and long-term implications for the global economy and may ripple across real a...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
