Impact of Russia-Ukraine war ripples across real assets

Commodities and real estate affected

clock • 4 min read
Vince Childers of Cohen & Steers

Vince Childers of Cohen & Steers

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...

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