US markets were buoyed yesterday by the US Federal Reserve Chairman Jerome Powell saying that smaller interest rate increases are likely to be coming – as early as this December.  Asian markets also rallied on the back of the US optimism and an initial easing in China’s Covid-zero approach. Carsten Menke, Head of Next Generation Research talks about the current moves in gold and silver, and what he expects going forwards, and Nicolas Jordan updates us on the thinking at this week’s Investment Committee meeting.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing) 

03:13 Update on gold by Carsten Menke (Head of Next Generation Research)

05:46 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)

07:44 Closing remarks by Bernadette Anderko (Investment Writing)