RUSSIA

Funds management

Investors are in the most complex market backdrop for 40 years, the managers of the $7.1bn Platinum International fund have warned....

Funds management

Following a turbulent start to 2022, Fidelity has outlined the three themes it expects to influence markets over the coming few months....

Funds management

GQG Partners has successfully regained assets lost in February, gaining US$3.1 billion during March as it took steps to quickly divest its Russian exposure....

Funds management

Financing changes to Ukraine since the start of the war with Russia have meant Ukraine has become a more investable country than previously, according to VanEck....

Funds management

Six months after closing its Australian equity overweight, T. Rowe Price remains neutral on the asset class as it believes earnings forecasts remain elevated....

Funds management

Russia’s invasion of Ukraine has caused fund managers across the globe to expect a weaker economy and a bear market, according to Bank of America....

Funds management

The geopolitical tensions has set Australian resources companies to benefit from elevated commodity prices and higher prices will equate to stronger company earnings....

Funds management

AMP Capital has revised down its 2022 global GDP outlook because of the Russia/Ukraine war while predicting a short-term hit to Australian growth following recent floodin...

Funds management

Investors need to be prepared to actively manage rising volatility as markets are facing significant uncertainty as a number of macroeconomic themes collide, according to...

Funds management

Given the high starting rates, the impact of the Russian/Ukraine war on inflation is being underestimated, according to MFS, and it may be wise for investors to avoid ‘bu...

Funds management

GQG Partners has seen funds under management fall to US$89.8 billion as the firm updates on its exposure to Russian assets....

Superannuation

Superannuation funds have been told they will not face regulatory action if they seek to divest Russian assets, although the closure of the Russian stock market is making...

Funds management

Several different ETFs can be used to protect against volatility caused by Russia’s conflict with its neighbour....

Funds management

Invesco’s Paul Jackson examines the most likely impacts that war in eastern Europe could have on the global economy and markets....

Funds management

Uncertainty reigns in markets following the initial developments of the Ukrainian invasion by Russia but some fund managers believe the bulk of selling pressure is over....

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