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Mikko Iso-Kulmala
Article 3 min read

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Sunflowers and scarcity: The Ukraine war’s impact on private debt

Mikko Iso-Kulmala + 2 others | 19 May 2022

Gita Bal
Article 5 min read

Corporates weigh the cost of long-term Russia exits

Our latest Fidelity International Analyst Survey suggests that for many companies Russia may be un-investable for years to come

Gita Bal + 2 others | 5 May 2022

Fiona O'Neill
Article 6 min read

Titanium and planes: Ukraine conflict spells new hit for global supply chains

The invasion of Ukraine and lockdowns in Asia signal more disruption for corporate supply chains, just as companies thought they were recovering from Covid-19

Fiona O'Neill | 4 April 2022

Carsten Roemheld
Podcast 45 min listen

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Rich Pickings podcast: Tectonic shifts - mapping the disruption to economies and supply chains

Carsten Roemheld + 5 others | 28 March 2022

Henk-Jan Rikkerink
Article 2 min read

Stagflationary dynamics still in the background

As the conflict in Ukraine moves into its fifth week, volatility looks set to continue and the outlook is marred by the threats to growth

Henk-Jan Rikkerink | 22 March 2022

Fiona O'Neill
Blog 1 min read

Chart Room: Ukraine war adds to inflation and brings further supply chain woes

As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer.

Fiona O'Neill + 4 others | 17 March 2022

Andrew McCaffery
Article 5 min read

A time for cool heads as the world order shifts

Russia’s war in Ukraine has raised fears of profound fissures in the global economic and geopolitical balance, while casting scrutiny on China’s stance.

Andrew McCaffery | 16 March 2022

Jenn-Hui Tan
Article 4 min read

Energy independence drive could impact renewables adoption

European governments rush to reduce dependency on Russian gas.

Jenn-Hui Tan + 2 others | 8 March 2022

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