In this video, Chief Investment Officer Steen Jakobsen and Ole Hansen, Head of Commodity Strategy, discuss:

• The unsustainable equity rally 
• The mispricing of unemployment and the importance of company earnings 
• The potential issues ahead for Europe 
• Structural support for Gold and near term price targets
• Oil’s month of pain and the implication of the storage crunch
• The discrepancy between Oil futures and forward looking energy assets