Global Matters | Monthly
“There are decades where nothing happens, and there are weeks where decades happen.” Lenin
The quote is attributed to Lenin shortly before the Russian revolution. The week which started on February 24th, when Russia invaded Ukraine, is one of those weeks. Russia’s aggression and the unfolding humanitarian disaster have shaken the West to its core. The self-indulgent complacency spanning three decades since the fall of the Berlin Wall and the break-up of the Soviet Union has hit the brick wall of an existential threat to the liberal order of the democratic
free World.
Performance by VAM Funds
Click on the link below to view the performance of the VAM range of equity funds over various time periods. MORE...
MARKET COMMENTARY - MARCH - 2022
Most global stock markets fell last month following a period of serious geopolitical tensions which ultimately resulted in the Russian invasion of Ukraine on 24 February. This caused another spike in commodity prices, including oil and gas, and intensified concerns about inflation and the economic outlook. It also overshadowed the more welcome news that the pandemic was continuing to wane in most countries with restrictions being relaxed further.
Q2 2022 - GLOBAL MARKET OUTLOOK
Dented, not derailed
Russia/Ukraine adds to near-term growth risks for the global economy and will keep inflation elevated for longer. Uncertainty is high, but equity markets are oversold and should recover if tensions ease in coming months.