Ukraine

Concerns from the east and west

'Energy trilemma'

Flows drop to $15bn in March

Shunning commodity investments

Scottish Mortgage also struggles

Need to reconsider geopolitical risk

$500bn above pre-pandemic levels

Investors can help make a difference

Family in Kyiv

The situation in Ukraine has fostered some industry introspection regarding the ‘positive’ role of defence in responsible or sustainable portfolios. Some broker commentary has gone so far as to suggest this could be an existential moment for ESG in its...