Good afternoon,

 

There’s lots I could say today, and won’t, but if you’re interested in a longish analysis of the situation in the Ukraine, you may find this special report insightful. 

 

With the clock ticking on a diplomatic solution, our Global Portfolio Advisory Committee discusses how the crux of the current geopolitical tensions are part of a wider dispute between the U.S./NATO and Russia, which is simmering to a boil.

The report examines equity market vulnerabilities during previous geopolitical hostilities and military conflicts. It also addresses the region that could become a flashpoint in Ukraine, sanctions and counter-sanctions risks, and Russia’s potential to accelerate its pivot toward Asia, regardless of whether ties with the West deteriorate further.

Enjoy your weekend, 

Mark Ryan