Franklin Templeton's Kronfol on Energy Deals

The video discusses the current trends in energy deals, highlighting the shift towards renewables and clean energy investments. It explores the opportunities for bond investors in the UAE and Saudi Arabia, emphasizing the importance of sustainable investments. The discussion also covers inflation risks, interest rates, and the potential impact on emerging markets. The analysis of long duration bonds and credit curves is presented, along with OPEC's role in managing oil supply and maintaining price stability.

What are the expected long-term impacts of the transition to cleaner energy on bond investments?

In what ways are bond investors adapting to the changing energy landscape?

How does the current oil production strategy of OPEC affect market prices?