In this month’s market update, manager Phil Smeaton looks at how the conflict between Russia and Ukraine impacts financial markets. As the news of Russia's invasion of terrain continues, there has been some significant downward pressure on markets in general. This has some short-term impacts which are very sentiment driven, but also longer-term impacts that we need to start to consider in managing discretionary portfolios.
Watch the video below for an update on markets, asset classes and inflation expectations.