Bahrain 10-Year Bonds Favored, Arqaam Capital's Rizk Says

The video discusses investment opportunities in the Gulf region, focusing on Bahrain and Saudi Arabia. It analyzes the current credit cycle, highlighting the differences between high yield and investment grade bonds. The discussion also covers recent outflows from Asian credit markets and potential scenarios affecting these trends, including geopolitical tensions and trade wars.

Discuss the potential scenarios for the 10-year bonds and their implications for market flows.

What are the geopolitical factors mentioned that could affect the bond market?