Russia’s invasion of Ukraine marks a dramatic escalation. However, history teaches us that market reactions to geopolitical events are usually short-lived. Meanwhile, we believe the West is constrained in the retaliatory actions it can take given Europe’s dependence on Russian gas. This suggests markets are likely to recover in the coming months. Those worried about the short term could supplement their diversified foundation allocation with holdings of gold or Japanese yen.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

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