"The Cost of Sanctions"

The video discusses the impact of geopolitical events on global markets, focusing on European equities, energy prices, and the removal of Russia from MSCI indices. It highlights the performance of the NASDAQ and the tech sector, emphasizing a shift towards value investing and active management. The video also explores ESG portfolios and the rise of renewable energy investments amid market volatility.

What factors are contributing to the pressure on European markets?

How has the conflict affected the trading of Russian stocks?

What historical comparison is made between China and Russia in the context of MSCI?

What trends are observed in the NASDAQ and its companies?

What is the expected impact of inflation on market returns according to the discussion?

What changes in investment strategy are anticipated in the market?

How are renewable energy investments performing in the current market?