Weiss President and CIO, Jordi Visser, regularly produces videos that provide a real-time interpretation of the market's most critical developments.
In his most recent video, Jordi focuses on the Evergrande situation. He starts by looking past what’s being reported in the news to focus on what the market is telling us. What is the likelihood of default based on asset prices? Is there potential for contagion?
Jordi also makes a point of looking at Asian PMIs and the energy sector as the investment theme most market participants are ignoring. With bottlenecks in Asia easing, Brent crude at new highs, and a lack of investment in the energy sector causing supply constraints, how can investors position themselves for 2022?
As always, we encourage your feedback on these topics or any others that are of interest. Email us at firstname.lastname@example.org.