Why There’s Little Cushion to Absorb an Oil Shock
Beyond the human tragedy unfolding in Israel, we acknowledge the risk of escalation in the region and what it could mean for oil prices. Chief Investment Strategist for EMEA and APAC Wouter Sturkenboom, CFA, analyzes why the potential spread of war could strain an already tight oil market and damage a vulnerable global economy.
- An Already Tight Global Market
- Little Economic Cushion for a Global Energy Shock
- Overweight Natural Resources, Underweight Equities
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