Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Things have changed: the options market suggests monetary tightening to moderate
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Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
The Portfolio Construction and Strategy Team consider the value of an additional allocation to European equities for UK investors.
Nominal money growth has normalised and real growth is worryingly weak, argues Simon Ward, Economic Adviser.
Paul O’Connor addresses the initial market response to events unfolding in Eastern Europe.
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.