In this podcast, Edmund Shing, Global Chief Investment Officer, answers several topical questions from clients.
Do oil markets underestimate longer-term effects of supply disruption?
Are stock & bond markets more correlated during crises, and if so, what does mean for the 60-40 stock-bond asset allocation portfolio?
Will current high oil & gas prices drive increased demand for renewable energy generation and storage solutions?
Is the current strength of the US dollar sustainable, or should we expect a weaker dollar over time?
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