March 30—Without a battlefield in the traditional sense on which to retaliate against Ukraine supporters like the U.S. and Europe, Russia may be taking to cyberspace. Cyber attacks can be a tremendously powerful tool in Putin’s arsenal. Chief Investment Officer Tony Roth and Mazars Principal and Cybersecurity Practice Leader Paul Truitt, look at the potential risks to our infrastructure and overall digital security.
March 16—As most of the world shuns Russia and its oil in the wake of the Ukraine invasion, the implications are vast for reduced global supply and skyrocketing gas prices.
The horrors unfolding in Ukraine are deeply upsetting on every level. As investors, it is our job to separate emotions from facts that alter our 9–12-month view of the economy and financial markets. The situation in Ukraine has deteriorated at a rapid pace in recent weeks, challenging some of our earlier assumptions and raising the risk of a more substantial impairment to global growth—Europe, in particular.