Forget what you’ve done for the last decade

Schroders
By May 4, 2022 14:37

Forget what you’ve done for the last decade

What does this mean for our portfolios?

Firstly, let’s take the situation in Ukraine following Russia’s invasion. Above all there is the human perspective, which is tragic and horrifying. But our clients also need us to examine it from an investment perspective. This means we need to step back and focus on the mediumterm implications of the conflict. This translates as more supply disruption across a broad range of commodities and a greater focus on Europe’s energy security. Coinciding with a global focus on net zero targets and the energy transition, this means that commodities and resources markets are being pulled in opposing directions.

Schroders
By May 4, 2022 14:37

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