Pressure to reduce dependence on Russian gas could expedite Europe’s energy transition

MSCI announced that it would remove Russian securities from its indices after markets close Wednesday March 9 at a price “that is effectively zero”. This followed consultation with a number of market participants and was made in direct response to the difficulties of market accessibility. The action has implications for investments that track several MSCI indices including the MSCI Emerging Markets index.

History shows that Fed hikes alone tend not to derail markets

The investment story of 2022 will be tactical bear, structural bull

Understanding the government’s social agenda is key

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration