February 23, 2022
Uncertainty with Russia/Ukraine and Your Portfolio
The Russia/Ukraine saga evolved further on Tuesday and it’s looking more likely that this situation will have a binary outcome: Either Russia will continue to further invade Ukraine, or it’ll stop at Donetsk and Luhansk and the crisis will slowly abate.
We continue to be of the opinion that the more likely outcome is the latter, namely that Russia stops the incursion into Ukraine in the (generally speaking) Donetsk and Luhansk regions.
There are numerous reasons we have this opinion. First...