By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 10 2014
Key points
- The situation in Ukraine could get worse before it gets better and so it remains a threat for investors to keep an eye on in the short term.
- Ultimately, it poses a greater threat to the Russian economy than to European and global growth.
- While uncertainty regarding Ukrainian tensions could weigh further on shares in the short term, it’s unlikely to be enough to derail the global economic recovery and cyclical bull market in shares.