US ratings agency Fitch put the United States’ AAA bond rating on negative watch yesterday, saying that the debt ceiling negotiations have raised the risks that the government could miss payments on some of its obligations. The impact was felt by the major US indices which all closed lower, but Nvidia’s surprisingly good results did provide a boost to Nasdaq futures later. Norbert Rücker, Head of Macro & Next Generation Research, joins us to provide an update on the natural gas market, and Nicolas Jordan from the CIO Office gives us some insights into the latest thinking of our Investment Committee.

00:14 Introduction by Helen Freer (Investment Writing)

00:51 Markets wrap-up by Bernadette Anderko (Investment Writing)

05:30 Natural gas update by Norbert Rücker (Head of Macro & Next Generation Research)

09:12 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)

11:27 Closing remarks by Helen Freer (Investment Writing)

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