Ukraine War: One Year On - Was Bill Browder Right?
VIDEO: One year on from the Russian invasion of Ukraine, UK editor Ollie Smith looks back at his interview with Kremlin foe Bill Browder to see if any of his predictions were correct
All the Latest News and Analysis
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A Year On, Defence Firms Are Still Waiting for Orders
Investors were quick to snap up defence firms after the war started. Governments have been slow to place orders since, and some early rallies ended up fizzling
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Are European Defence Companies Now Overvalued?
The Russian invasion of Ukraine has forced a strong re-rating of the sector as European countries beef up their defence spending
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The UK Sanctions Regime One Year On
The City of London has effectively banished once-powerful Russian interests in the space of a year. What's really changed in those 12 months?
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Does War Mean A New Era for US Defence Firms?
The war in Ukraine and tensions with China are forcing the US to up its defence game, and its contractors are at the front of the line, primed for benefit
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European Aerospace Close to Take Off
Expectations for a brighter future are inbound, yet many challenges remain for the air traffic space
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Londongrad No More? UK Property Comes Clean
One London property expert hasn't seen any interest from Russian buyers in the last 12 months
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Commodity Prices After The Ukraine War
We examine the price movements of precious metals, industrial metals, natural gas and soft commodities since the start of the conflict
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The War Supercharged Big Oil - a Renewables Boom is Next
War in Ukraine boosted oil majors' profits to record levels last year, but concerns that it might scupper the renewable transition have proved unfounded
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Russia Fund Investors Prepare for the Worst
A year on from the invasion, most investment managers have written their holdings down to zero
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Has Russia Changed Risk?
Russia's Ukraine invasion poses potent risks to life and limb, and the financial fallout highlights what can happen when several other types of risk combine
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Ukraine Has Already Committed to a New Tech Frontier
Amid the horrors of war, president Zelenskyy is courting investment in Ukraine's burgeoning technology sector
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4 Charts on 4 Months of War in Ukraine
16 weeks later, we're assessing the impact of the war in Ukraine on global markets, companies, and investors
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An 8-Step Plan to Tackle a Bear Market
A bear market is the perfect time to look under the hood of your portfolio and financial plan
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Europe's Energy Crisis: The Gas Situation
Russia has pulled the plug on Polish and Bulgarian gas supplies, prompting more questions about how Europe can diversify its energy sources
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How to Cope With Oil Anxiety on Earth Day
We still need oil, but it's killing the planet and funding war. Are there any reasons to be upbeat about it in such an anxious era?
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The UK Sanctions Regime One Year On
The City of London has effectively banished once-powerful Russian interests in the space of a year. What's really changed in those 12 months?
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Tension and Hedges: Big Tobacco's Ukraine Pain
War has changed cigarette manufacturers' business strategies, but we think the valuation impact is exaggerated
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Sustainable Funds Have Lower Russia Exposure
Sustainable funds don't take a particularly political stance on Russia, says Jon Hale, it just so happens that investing in Russia carries high levels of ESG risk anyway
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War in Ukraine: One Month in Six Charts
This week marked one month since Russia's invasion of Ukraine. Here's how it impacted financial markets
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Rules of Engagement: Rejecting Russia is Just The Start For ESG
Companies that are shunning Russia today are opening up a whole new front for ESG engagement, setting precedents for how we invest in the future
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Financial Fallout: The Ukraine Invasion in Six Charts
Volatility has reigned with oil prices soaring, stocks falling and inflation fears worsening
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The Net Closes in: 10 Things We Learned This Week
In a week of more atrocities, readers were greeted with the dissonant topic of International Women’s Day, and the question of whether there was anything to celebrate
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War in Ukraine: How Emerging Market Managers Reacted
Morningstar's fund analyst team asked emerging market managers how they have responded to the Russian invasion of Ukraine and the market turmoil that ensued
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Can Europe Reduce its Reliance on Russian Gas?
We think the most likely option beyond LNG and improved storage facilities is a shift back to coal-fired generation
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We Said Farewell to Arms in ESG, Let's Not U-Turn
Including arms and defence contractors in ESG funds in response to Ukraine could be a grave error and one that risks compromising decades of progress
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How Exposed Are European Funds to Russia?
Much less than you would expect, but there are some outliers with heavy weightings to Russian equities among emerging Europe funds
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UK Sanctions Net Widens on Russian Companies
Financial warfare intensifies ahead of MPs' vote on restricting companies from listing and raising money in London. We list the main companies and those on the sanctions list
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European Defence Stocks Soar on Military Spending Pledges
As European governments unveil plans to boost military spending, the region's aerospace and defence stocks are on a tear
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FTSE Reshuffle Reflects Russia Exodus
Two Russian miners caught up in the Russia sell-off are to leave the FTSE 100
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JPM and Liontrust Russia Suspended, Shell Bins Gazprom Plant
A raft of dramatic gatings and exits hit the newstands on Monday evening, after a tense day of peace talks between Russia and Ukraine
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War May Hit Net Zero Where it Hurts
Oil prices are climbing as the techtonic plates of geopolitcs shift. Do the promises made in Paris and at COP26 mean anything now?
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As The War Worsens, Renewable Stocks Are Surging
The oil price is rising, leading to a renewed conversation about energy procurement in western democratic countries
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BP Sells Rosneft Stake: Morningstar Analysis
We do not see the decision to exit Rosneft as particularly harmful to BP because higher oil prices are likely to soften the blow. It may even win over some ESG investors
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Grain and Ukraine: War, Farming and Fertilisers in Focus
Any disruption in grain supply from Russia and Ukraine could have a massive impact on prices, but with nitrogen, potash and phosphate, Moscow may just seek other buyers
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Markets in Retreat as Full-Scale War Engulfs Ukraine
Russia's attack on Ukraine is forcing investors to let go of all but their worst-case scenarios. After declines in Asian and European equities, US futures suggest Thursday's fallout will be global
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The Gordian Knot: Will War Disrupt Rate Hikes?
As Vladimir Putin launches a full-scale invasion of Ukraine, western governments may have to re-assess more than just diplomatic policy