HeyJaredDantes Outlook Market Podcast
Expert market commentary and interviews featuring portfolio managers. Dantes Outlook manages a suite of global multi-asset ETF portfolios.
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- Aug 18, 2026
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- Aug 18, 2026
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How we invest in Gulf equities (opens the original)
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For decades, the shorthand on Gulf markets has been simple: when oil rises, Saudi and UAE equities rise with it. Recently, that relationship has broken. Crude rallied over the past year while Saudi and UAE equities trailed. In this episode we walk through why our portfolios no longer view Gulf equities as a pure-play on energy. Instead, we view the region as a structural non-oil development play. We also look at 342 Saudi funds against the local index, where the results are uncomfortable: the ty
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