Kettlewell: Contagion Has Finally Hit MENA

The video discusses managing market volatility and inflation, focusing on GCC sovereign bonds and the impact of rising oil prices. It highlights potential tailwinds for bonds due to low issuances and explores the challenges faced by GCC corporates with rising interest rates. The discussion also covers recession risks and emphasizes the importance of sticking with quality investments during economic downturns.

Discuss the potential effects of rising oil prices on GCC corporates and their ability to issue bonds.

What strategies should investors consider in light of a potential recession according to the speaker?