The Fed minutes released yesterday revealed some disagreement among committee members regarding the future path of interest-rate policy. After their June ‘pause’ it seems that members do expect to resume hiking rates but perhaps at a slower pace. US and Asian markets closed lower, with Asian stocks also impacted by the recent disappointing data from China. Norbert Rücker, Head of Macro and Next Generation Research, updates us on events in the oil markets, whilst Nicolas Jordan fills us in on our CIO’s current thinking.

00:14 Introduction by Helen Freer (Investment Writing)

00:39 Markets wrap-up by Bernadette Anderko (Investment Writing)

06:09 Oil update by Norbert Rücker (Head of Macro & Next Generation Research)

09:05 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)

11:09 Closing remarks by Helen Freer (Investment Writing)

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