Russia trade

Our thoughts are with everyone impacted by the deeply saddening Russia-Ukraine conflict. We wish for peace, human rights and unity to prevail. Please note that since the conflict began, and consistent with our sanctions policy, we have no direct exposure to Russian assets across the ACUMEN Portfolios.

3 mins

The commodity carve-out

Global markets in 2022 have exhibited abnormal volatility. Inflation readings sit at multiples of central bank targets around the world, and a plethora of rate hiking cycles have begun in attempts to combat this. Muted capital expenditure during the pandemic has left supply chains in tatters, and producers scrambling to secure inputs.

2 mins