Extraordinary scenes in Russia this week as a coup put a significant dent into Putin's aura of political invincibility. We examine the aftershocks for macroeconomics, political stability and investments.
In particular, we look at the investment landscape for defense contractors, which ones benefit, which ones are less well positioned and where defense budgets are being spent in the aftermath of the Ukraine war.
In this week's podcast Nucleus Wealth Chief Investment Officer Damien Klassen and Chief Operating Officer Shelley George, delve into the investment implications of the ever-evolving face of modern warfare.
Agenda:
Ethical considerations
Quick background
Geopolitical implications
Macroeconomic implications
Investment implications: macroeconomics
Military changes from Ukraine war
Investment landscape/defense contractors
Investment implications: stock selection
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