Martijn Rats: Uncertainty for Oil and Gas

Martijn Rats: Uncertainty for Oil and Gas

‏التالي

Rebalancing Portfolios as Risk Premiums Drop

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Sere ...  عرض المزيد

How Will Credit Markets Fare in 2026?

To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit.Read more ...  عرض المزيد

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Could Europe turn off Russian gas?
Business Daily

The Ukraine invasion is forcing the European Union to completely rethink its energy policy. Tamasin Ford asks how easily the continent could wean itself off Russian fossil fuels. After all, Europe's oil and gas purchases from Russia helped to fund this war in the first place, acc ...  عرض المزيد

How Dubai is reshaping the global oil trade
Behind the Money

For decades, the global centre for oil trading has been Geneva, Switzerland. But Russia’s war in Ukraine changed that. Sanctions have made it harder for western traders to move Russian oil. Now, traders are flocking to a new trading hub that has no restrictions on oil from Rus ...

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Goldman's Currie sees supply constraints extending oil price boom
Commodities Focus

High and volatile oil prices exacerbated by the Russia-Ukraine crisis is raising questions as to when and if it will lead to demand destruction and renewed investment in the energy sector. Jeff Currie, head of commodity research at Goldman Sachs talks to associate director Paul H ...  عرض المزيد

Russia to keep crucial gas pipeline to Europe closed
Big Boss Interview

The Russian state-owned energy giant Gazprom has indefinitely closed its Nord Stream 1 gas pipeline to Europe. It says an oil leak on a turbine is to blame, claiming sanctions are holding up regular maintenance work. But the EU says this is just a pretext. Our Brussels Correspond ...  عرض المزيد