The old economy strikes back

Presented by

Salman Ahmed, Chief Investment Strategist

About this talk

Volatility is back. After a prolonged period of smooth sailing, 2018 has served as a sharp reminder that markets can be unpredictable. The big question is: where will volatility strike next? At Lombard Odier Investment Managers, we believe it could be the oil market. We see risk of a spike in oil prices given the overall increase in volatility in the Middle East, and especially in light of OPEC’s agreement to extend the cut in supply to the end of 2018. Excess inventories have been hoovered up and pressure on Iran and Venezuela is adding further risk on the supply side. And, oil being what it is, the ramifications could be felt well beyond the oil market specifically, particularly in emerging market assets. Salman Ahmed, Chief Investment Strategist, will explore our views on the risks currently at play in the oil market and the implications that could have for investment strategies more broadly. Please join us for this brief webinar, which will also include an opportunity to ask Salman any questions you may have on the topic.

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