Goldman Sachs' Oppenheimer on Russia Attack on Ukraine

The video discusses the impact of the Ukraine crisis on global markets, highlighting increased uncertainty and risk. It examines the European market's resilience, noting its robust economy and favorable valuations compared to the US. The discussion also covers the strengthened institutional framework in Europe post-financial crisis, emphasizing the importance of energy security and decarbonisation efforts. The video suggests that despite short-term uncertainties, the European market remains fundamentally sound.

What factors contribute to the current correction in equity markets as discussed?

In what ways has the institutional framework across Europe strengthened since the financial crisis?