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Russia’s invasion of Ukraine has become a key event for both countries. Although Russia has shown the nuclear card over the weekend, the UK Defence Secretary, Ben Wallace, remarked this was only a distraction from “what is going wrong in Ukraine”.
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Update - February 2022
Putin tests the world
Trading (buying or selling) within portfolios with perfect knowledge of events is simply not possible, especially at the moment. It’s about trying to understand what the wider market thinks, it’s more an exercise in the psychology of crowds. In essence, markets are great big voting machines, weighing up the beliefs of each participant.
Russia’s invasion of Ukraine has become a key event for both countries. Although Russia has shown the nuclear card over the weekend, the UK Defence Secretary, Ben Wallace, remarked this was only a distraction from “what is going wrong in Ukraine”.
Please download our update for more commentary.
| 28th-february-2022-dwm-update.pdf | 138KB |