First COVID, Then War, Now COVID

Real Vision Essential ·
Featuring Jens Nordvig and Harry Melandri

Published on: April 28th, 2022 • Duration: 50 minutes

Russia’s invasion of Ukraine already made even more complex a global environment turned upside down by the original COVID-19 pandemic and the official response to it. Now, the impact of a new set of lockdowns in China is rippling through financial markets. Harry Melandri of MI2 Partners and Exante Data CEO Jens Nordvig get together to talk about what the Chinese Communist Party’s adherence to its “Zero Covid” policy means for the Middle Kingdom and the world. Residual effects will be seen in a multitude of asset classes, including equities and bonds as well as in U.S. inflation. Nordvig offers his views on how a pivot away from Russian energy will affect investment in the sector and explains why he thinks Norway occupies an advantageous position. Recorded on April 26, 2022.