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The Investor’s Guide to China podcast: China’s reopening and supply chains
The Investor’s Guide to China podcast: China’s reopening and supply chains
Article
2 min read
Oil below zero: bad, but not that bad
Oil fundamentals are weak - but Monday’s price move should be seen as an outlier.
Blog
2 min read
A supply and demand shock for oil markets
Expectations of a demand shock due to the Covid-19 coronavirus collided with an anticipated supply surge after OPEC+ had a major fallout over production cuts.
Blog
2 min read
Risk premium rises after attack on Saudi oil hobbles global supply
US sanctions on Iran could be more severe.
Article
10 min read
Implicit exposure: the risks you didn’t know you were taking
Implicit exposures - or unintended risks - are attached to every investment decision.
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