Bi-Weekly Geopolitical Report – Updates on Russia-Ukraine and Armenia-Azerbaijan (September 26, 2022)

by Patrick Fearon-Hernandez, CFA, and Bill O’Grady | PDF

September has been full of dramatic developments in Russia’s war against Ukraine and in the broader geopolitics of the region.  Indeed, now that we’re into autumn and Russia and Ukraine are both trying to improve their positions ahead of winter, it may be a good time to update the recent developments in the war and how they’re playing out more broadly.  Renewed fighting between Armenia and Azerbaijan in mid-September offers a good example of the broader implications of the war, so we especially want to touch on that.  As always, we wrap up this report with a discussion of the implications for investors.

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