Since March 2020, Airmic has been issuing Friday Reading, a curated series of readings and knowledge resources sent by email to Airmic members. The objective of Airmic Friday Reading was initially to keep members informed during the Covid-19 pandemic. Today, Airmic Friday Reading has evolved in scope to include content on a wide range of subjects with each email edition following a theme. This page is a searchable archive of all the readings and knowledge resources that have been shared.
Friday Reading Edition 111 (24th June 2022)
Global geopolitical risks have soared since Russia's invasion of Ukraine. Investors, market participants, and policymakers expect that the war will exert a drag on the global economy while pushing up inflation, with a sharp increase in uncertainty and risks of severe adverse outcomes.
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Friday Reading Edition 111 (24th June 2022)
Russia’s war in Ukraine has created “immense human suffering”, but it is also damaging global trade. The World Trade Organization (WTO) has downgraded its forecasts for goods imports and exports, and is calling on governments and partners to help facilitate trade.
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Friday Reading Edition 107 (20th May 2022)
The article begins with a perspective on the short- and midterm disruptions and then frame scenarios for the potential impact on livelihoods in Europe, in the belief that some guidelines to bound uncertainty are better than none at all. As conditions change, we will adjust. We conclude with some reflections on implications for business leaders as they navigate yet another crisis.
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Friday Reading Edition 104 (29th April 2022)
[Podcast] Explores the key areas boards need to consider whether that be re-evaluating their businesses in the region or managing the new risks faced by a global economy already struggling with inflation and supply chain disruption.
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Friday Reading Edition 104 (29th April 2022)
Investors should stay restrained and not overreact. Positioning portfolios for the unfolding of geopolitical events whilst they are already developing requires an ability to see into the future. History has shown us that sell-offs driven by geopolitics can be so short-lived that even clairvoyant investors may struggle to time them.
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Friday Reading Edition 102 (14th April 2022)
With the outlook of the war in Ukraine uncertain, multinational companies with continued exposure to Russia could be wondering what comes next. A longer view on US policymaking sees recent actions as an omen, predicting future weaponizing of regulations, as well as trade realignment and geopolitical division.
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Friday Reading Edition 102 (14th April 2022)
Released April 2022, this report considers the impact of the ongoing conflict in Ukraine, as well as a range of localised issues on the economic outlook, and examine three potential scenarios of the Russia-Ukraine conflict and their impact on global economic growth and inflation.
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Friday Reading Edition 102 (14th April 2022)
Some of the immediate global effects of the Russia-Ukraine crisis are within commodity supply chains, particularly related to food and energy, with potentially long-lasting social and institutional implications.
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Friday Reading Edition 102 (14th April 2022)
[Free to access upon setting up an account] Beyond the devastating human costs, the Russia-Ukraine conflict is disrupting economic conditions and financial and credit markets--with implications for S&P’s credit ratings. Since the conflict began and the subsequent imposition of strict sanctions on Russia by the international community, many macroeconomic and credit implications have begun to reshape markets and the international order.
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Friday Reading Edition 102 (14th April 2022)
[Free to read upon sharing contact details] Russia’s invasion of Ukraine will weigh on growth in G7 economies in 2022 through three main channels: the impact of Western sanctions, higher global prices for commodities and supply chain disruptions. This global economic outlook report analyses which countries in the G7 will most heavily feel the effects of the conflict.
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