Financial markets have calmed a little after investors seeking safe havens drove stocks and government bond yields lower and gold, oil, the US dollar and the Swiss franc higher. Iran’s attack on Israel has been left unanswered by Israel so far, so markets remain on tenterhooks – they hope for ‘more barking rather than biting’ for now. Mathieu Racheter, Head of Equity Strategy, shares his fundamental assessment across asset classes, now that the Federal Reserve has embarked on its rate cutting cycle.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:27 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:11 Rate cuts -  implications for different assets: Mathieu Racheter (Head of Equity Strategy)

11:14 Closing remarks by Bernadette Anderko (Investment Writing)

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