Investment Weekly
Chart of the week – Markets after the oil shock
Another week of supply shocks in investment markets. Commodity prices have surged – Brent oil is up around 50 per cent versus February, while European gas prices have doubled. How should investors position now?
Market Spotlight
- Lessons from history
Lens on…
- EM as a low-vol option
- Unflappable fundamentals
- Retro markets