EEMEA | Politics & Geopolitics
Podcast Transcript: [Emergency podcast] Timothy Ash on Why Investors Are Underestimating Fall-Out From Russia/Ukraine Conflict
- By Bilal Hafeez
This is an edited transcript of our podcast episode with Timothy Ash, published 9 March 2022. He is a Senior EM Sovereign Strategist at the $125bn fund, BlueBay, and is widely considered one of the leading experts on Ukraine and Russia. Tim was Head of CEEMEA Credit Strategy at Nomura International. Before this he was Head of EM Research (ex-Africa) at ICBC-Standard Bank until May 2015; Head of Emerging Markets Research at the Royal Bank of Scotland until June 2012; and Head of EMEA fixed income research at Bear Stearns International (later JPMorgan Chase) until April 2008. In the podcast we discuss, why Timothy has been expecting a larger conflict since 2015, why NATO expansion is not the core issue, why the conflict won’t end soon, and much more. While we have tried to make the transcript as accurate as possible, if you do notice any errors, let me know by email.
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