Benchmark US oil prices rose to USD 95 a barrel for the first time in more than a year after inventories in the nation's main stockpile fell to critical levels. Meanwhile, the prospect of a US government shutdown is weighing on markets already jittery about higher rates. Norbert Rücker, Head of Macro & Next Generation Research delves into the oil story and further expands on energy transition, whilst Nicolas Jordan shares the views from our investment committee on interest rates, inflation and whether we’ll see a bounce into year end. 

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:34 Markets wrap-up by Alexander Petersen (Investment Writing)

03:52 Energy update & Net Zero scenarios by Norbert Rücker (Head of Macro & Next Generation Research)

09:39 Update from the CIO office by Nicolas Jordan (CIO Strategy & Investment Analysis)

12:32 Closing remarks by Bernadette Anderko (Investment Writing)

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