Please click the link below to view Shane Oliver's article outlining the implications of the war in Ukraine on investors.
Key points raised are:
- The situation regarding Ukraine is at high risk of getting worse before it gets better for investment markets
- The key is how much Russian exports are disrupted and whether NATO forces avoid the conflict
- Five big picture implications are likely to be
- increased geopolitical tensions
- reduced globalisation
- higher commodity prices
- higher inflation and
- higher interest rates over the medium term
- Australian shares have so far been more resilient thanks to higher commodity prices and strong dividends