Andreas Utermann
Chairman of the Board at Vontobel and veteran asset manager offering global macro perspective and commentary on European politics and credit-market risks.
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Mar 10, 2026 • 53min
Relief Rally Stalls as Energy Concerns Linger
Jim Caron, Morgan Stanley CIO focused on macro and portfolio diversification. Andreas Utermann, veteran asset manager with a global macro and European politics lens. Patrick Murphy, former Undersecretary of the Army turned geopolitical advisor on defense and logistics. Ed Yardeni, market strategist known for macro probability frameworks. They debate energy-driven market risks, Strait of Hormuz choke-point dangers, private credit plumbing concerns, and inflation tied to oil.
