Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new political developments – political markets are back in focus. Nicolas Jordan from the CIO office talks about how our investment strategy is dealing with the new situation, and Norbert Rücker, Head of Economics and Next Generation Research, remains cautious on oil.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

07:03 Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)

11:35 Latest news from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)

14:49 Closing remarks by Helen Freer (Investment Writing)

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Market darlings take a beating as political markets are back in focus