Franklin Templeton's Kronfol Discusses GCC Bond Markets

The video discusses the role of GCC sovereigns in the context of a trade war, highlighting the positive impact of their inclusion in the JP Morgan index. It emphasizes the high quality and low volatility of GCC bond markets compared to emerging markets. The video also addresses the underrepresentation of GCC in investment portfolios and the geopolitical risks associated with Qatar and Saudi Arabia. Despite these risks, the GCC bond markets are shown to be less volatile than perceived, offering competitive returns.

Discuss the geopolitical risks associated with Qatar and Saudi Arabia as mentioned in the text.

What evidence suggests that the bond markets in the region are less volatile than oil prices?