The Big Shortage: What happens if Russia turns off the gas?
Many Happy Returns
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Global Equity - Is the Uro a Safe Haven Currency?
The uro is seen as a safe haven currency, but not in this crisis. Weak growth and lower interest rates have probably been the two big factors driving the uro weaker against the dollar. I don't think we've really priced in the risk of the gas taps being switched off. Is this affecting anything you're doing with your portfolio? Well, no, it's only for the core. Europe is such a small part of it. So there could be some really good opportunities coming out of this crisis.
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