100 years on and Europe is still struggling for peace

100 years on and Europe is still struggling for peace

clock • 5 min read

The current crises in Eastern Europe and the Middle East could continue to affect Europe for some time. But Richard Scrope, manager of the IWI Oriel European fund, explains how the continent's stock markets have reacted to previous global conflicts

With Europe struggling to emerge from recession, and inflation close to zero, a quick and tidy resolution to the Russia-Ukraine conflict is needed - otherwise the current market recovery might be short lived. A look back at how markets have reacted before and after the West intervened in some of the major conflicts of the 1990s and 2000s seems to suggest that, for the most part, markets dislike the uncertainty of negotiation and posturing in times of conflict, reacting better to the certainty of decisive action (see below). This is, of course, dependent on achieving a decisive victory. ...

To continue reading this article...

Join Investment Week for free

  • 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

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: How effective are impact investments?

Partner Insight: How effective are impact investments?

Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: High-yield investors should keep a close eye on the default cycle

Partner Insight: High-yield investors should keep a close eye on the default cycle

As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: Navigating a new era for investing

Partner Insight: Navigating a new era for investing

Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.

Sarka Halas
clock 13 March 2024 • 2 min read
Trustpilot