Wars are symptoms of broader trends. WWI marked the end of the globalization started with the industrial revolution, and WWII the beginning of a new era of global integration. The Russian invasion of Ukraine is no exception. Douglas Branson (Head of Business Development), Tao Pan (Head of AI and Big Data) and Gabriele Foà (Global Credit Portfolio Manager) discuss what the longer-term developments might be, how concerned should investors be about inflation and recession and how they can approach portfolio construction.
