Markets, the USD and gold: Our CIO’s latest views

Although the US trade deal with China is ‘done’, according to President Trump, the worst is not yet over for other countries. They can expect to receive a letter from Trump outlining his terms for trade in the coming weeks. Renewed trade tensions and escalating conflicts in the Middle East are dampening investor sentiment. Yesterday, stock markets saw a broad decline, while oil and gold prices rose. Also on the show today is our Group Chief Investment Officer, Yves Bonzon, who offers valuable insights into the current market landscape. Additionally, Norbert Rücker, Head of Economics & Next Generation Research, provides an update on the evolving dynamics in the commodities market.

• (00:00) - Introduction: Helen Freer, Investment Writing
• (00:27) - Markets wrap-up: Lucija Caculovic, Investment Writing
• (07:18) - Market update (macro update, USD, gold): Yves Bonzon, Group CIO
• (16:01) - Commodities update: Norbert Rücker, Head of Economics & Next Generation Research
• (22:25) - Closing remarks: Helen Freer, Investment Writing

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