Investability weekly 29/03/22: Beware the Bear

Why the market’s recent bounce may not last

Photo by mana5280

The bear market rally – my view, not necessarily shared by all - continued this week, although not all markets rallied at quite the same pace. Leading the charge was the Nasdaq, where the big boys including Tesla, Apple and Nvidia did some heavy lifting and led US stock market broadcaster Jim Cramer to declare that “the bear market is over”. I think we all know what a Jim Cramer prediction usually means, though…  

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The Ukraine war: an industrial squeeze

Christine Shields explores the conflict's less publised economic effects on global industry

Photo by Chris Ried

In our two previous pieces on the impact of the war we looked at oil and gas first, then food. We mentioned the sharp surge in nickel prices that necessitated trading to be suspended. Other metals have also jumped sharply in price and some supply problems are causing firms to pull out of specific sectors.

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The Ukraine War: Commodity contagion

Christine Shields explains how the war in Ukraine could pre-empt a wider political crisis

Photo by Darla Hueske

Our previous piece examined the price implications of higher oil and gas prices resulting from Russia’s invasion of Ukraine. Here we look at the wider consequences on food supply and manufacturing as well as touching on some longer term political risk issues.

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The economics of the war in Ukraine

Country risk specialist Christine Shields weighs up the longer-term economic impacts of the Ukraine war in this three-part series

Photo by Maria Lupan

Russia’s late February invasion of Ukraine has shocked the world. Not only is the human cost vast, but so are the economic implications. Sanctions are squeezing Russia’s economy and the fortunes of its overseas oligarchs. The consequences for the rest of the world will also be painful. So interdependent now is the world that few places will be immune. Here we take a look at some of the implications of this crisis.

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Investability weekly 14/03/22: Hunger Strikes

Rising energy bills are soon to be followed by higher food prices – and the squeeze on living standards may hit the market hard

Photo by John Cameron

One hardly knows where to start looking when trying to weigh up the market right now. To pilfer the insights of John Lennon, “The more I see, the less I know for sure.” I guess that’s always true of markets to a certain extent, but now more so than ever it seems.

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