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2026-04-08 09:17:52
[K2 Asset Management, a Melbourne-based asset management firm: Replenishing energy reserves is key to reducing the probability of a recession] George Boubouras, head of research at the firm, stated that replenishing energy reserves is crucial in the coming week, as conflict could quickly reignite. This would reduce the probability of a recession, especially if more oil, gas, and fertilizers flow into the market in the next week or so. Markets remain pragmatic and not complacent; they are seeing through the conflict to its essence, and from a one-year perspective, valuations remain highly attractive.
