Implications of the war in Ukraine on investors


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