Investment Outlook 2019
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Highlights:
  • Which sectors will likely benefit from the decade long global suppression of interest rates (0:32)
  • How the fracturing of the political status quo will add pressure on exactly the same sectors (2:20)
  • Why the Offshore Oil & Gas sector in particular looks like a great opportunity (4:20)
  • How the energy sector is particularly vulnerable to rising interest rates (6:40)
  • What most analysts are missing when it comes to U.S. oil production, and in particular shale (10:16)
  • Why the "emerging markets slowing" narrative will have little to do with the price of oil (13:18)
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