In times of war, investors shouldn’t sell first and ask questions later


Source: afr.com afr.com

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In the case of Russia’s invasion of Ukraine, the MSCI AC Europe index is near all-time highs nearly two years after the start of the war. Hugh Dive, chief investment officer from Atlas Funds Management, believes investors should think about the companies they own in their portfolio and any links to the conflict in question. For example, is the military conflict likely to affect CSL’s sales of life-saving biotherapies or will the conflict have an impact on Woodside’s LNG sales or what consumers buy at Bunnings? If the conflict is unlikely to impact sales in the companies investors own, the...