Coutts & Co.’s CIO Likes Correlated, Value Strategies for Oil

The transcript discusses the recent trends in oil prices, highlighting the risks and lessons learned from geopolitical events. It explores investment strategies that are correlated with oil, such as Russian equities, and the impact of global growth on oil demand. The discussion also covers economic indicators like the Baltic Dry Index, suggesting a potential recovery in the manufacturing sector and a slightly positive outlook for oil.

What indicators suggest a potential improvement in the manufacturing sector?

What strategies does the speaker suggest for investing in oil-related assets?