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PINK - Russia Ukraine Conflict: Commodities Inflation And Portfolio Positioning
Simplify Health Care ETF
Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine.
On the 8th of March, the U.S. sanctioned Russian energy imports, giving companies 45 days to comply.
Higher commodity prices are not the only factor increasing inflation expectations. Supply chains were expected to normalize in 2022 as COVID-19 restrictions eased.