JPMorgan's Gartside Sees Commodities Gently Rising

The video discusses the impact of rising oil prices on inflation and central banks' concerns. It explores the growth potential of emerging markets despite a more aggressive Federal Reserve. The discussion also covers trade issues, particularly with Mexico, and their implications on currency valuation. The video highlights how corporations are managing debt amid rising commodity prices and suggests investment strategies in corporate and high yield bonds, considering the economic growth backdrop.

What factors contribute to the sustainability of rising oil prices?

How do emerging markets compare to developed markets in terms of growth rates?

What is the significance of local currency risk when investing in emerging markets?

What implications do trade tensions have on emerging markets, particularly Mexico?

In what ways have corporations managed their debt in relation to rising commodity prices?