Stock and bond markets fell yesterday as investors adjusted their outlook on peak rates after data highlighted persistent inflationary pressures. Our Head of Next Generation Research, Carsten Menke, talks to us about the impact of China’s re-opening on the iron ore market. And Nicolas Jordan, CIO Strategy & Investment Analysis, gives us an update from Julius Baer’s Investment Committee.

00:14 Introduction and markets wrap-up by Jonti Warris (Investment Writing)

04:00 Iron Ore view downgraded to cautious by Carsten Menke (Head of Next Generation Research)

07:09 Investment Committee update by Nicolas Jordan (CIO Strategy & Investment Analysis)

10:07 Closing remarks by Jonti Warris (Investment Writing)

Further rate increases needed to fight inflation