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World Order In The Balance


  • Financial markets are reacting as expected to the heightened uncertainty. In the first days of the invasion, global equities plunged while safe-haven assets rallied.
  • In short, while we have anticipated a broader, cyclical turn against the dollar could be underway, this shift in favor of other currencies—including emerging markets—could be pushed further out.
  • Ukraine’s demonstrated resistance could make annexation difficult, while crippling economic sanctions would impair Russia’s ability to successfully maintain control over Ukraine.

An Asian businesswoman plan growth and increase of positive indicators in her business

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In the blink of an eye, the world order changed dramatically and violently as weeks-long Russian threats materialized into full-scale airstrikes and columns of armored vehicles invading Ukraine from multiple fronts. While our macro-oriented, value-driven investment approach remains

This article was written by

We believe in the power of value investing, looking beyond short-term, conventional thinking to pursue long-term value. Since 1986, our global experience has generated investment insights and a range of differentiated fixed income, equity, and alternative solutions. As a specialist investment manager of Franklin Resources, Inc., Brandywine Global offers the advantages of an investment boutique backed by the resources and infrastructure of one of the world's leading asset managers. With headquarters in Philadelphia and offices in London and Singapore, we are committed to bringing value to all relationships.

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