Kronfol: Long Duration, Careful on Credit

The video discusses the position of GCC bonds in the global market, highlighting their resilience compared to global and emerging market bonds. It explores the impact of oil prices on the GCC economy and the delayed effects of US market changes. The discussion includes predictions on future oil prices, potential risks, and investment strategies focusing on bond duration and quality. The video emphasizes the importance of being defensive in investments, particularly in high-quality fixed income, given the current economic uncertainties.

What is the speaker's perspective on the future of oil prices?

What is the speaker's recommendation regarding investment in fixed income?

How does the speaker view the relationship between risk assets and duration?