In our February 2022 Letter to Investors we check in on the ‘big picture’ factors of inflation, interest rates, and now the Russia-Ukraine war, and how they are driving share markets at present. We also take a look at February reporting season here in Australia and what our outlook is across our Funds.
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War! What is it good for? 5 investor Q&As that provide perspective on the Russia-Ukraine conflict
In our Investment Strategy Note this month we tackle the Russia-Ukraine war, which renowned journalist John Authers recently called (within Europe) “the greatest negative shock to the international order since the end of the Second World War”.
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