Russia’s invasion of Ukraine, like the pandemic, is a major shock for financial markets. Oil, gas and food prices have soared. Growth is weakening in energy-importing countries. Central banks face difficult trade-offs between curbing inflation and supporting economies. Officials urgently seek alternative energy supplies. And geopolitical risks have surged as western nations threaten to sanction Russia’s potential allies while governments everywhere have started to increase defence spending. 

Investors need to navigate sharp bouts of volatility in the short term while considering longer term opportunities as the shock from the war has accelerated the transition to cleaner energy and other major trends. Please join us to hear experts from Bank of Singapore discuss the key Q2 investment themes: geopolitical uncertainty, rising inflation, China’s stability, and alternative assets in a volatile world.