US equities recovered some of their losses yesterday, with Asia following suit, but concerns remain about the pace of US Federal Reserve tightening, as evidenced by the even steeper inversion of the US Treasury yield curve. Norbert Ruecker, Head of Macro & Next Generation Research, shares his thoughts on the energy situation and explains why he believes that despite the current higher prices, the market fears over Europe’s energy risks are excessive. Nicolas Jordan, CIO Strategy & Investment Analyst, talks us through the discussions and decisions in this week’s Investment Committee meeting.
00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:16 EU energy by Norbert Ruecker (Head of Macro & Next Generation Research)
06:33 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
10:06 Closing remarks by Bernadette Anderko (Investment Writing)