A higher-than-expected January retail sales number in the US yesterday did nothing to spur the stock market rally, with all the major indices ending the day in the green. Asia followed suit. The next data point is US jobless claims due out today. Carsten Menke, Head of Next Generation Research, explains his call on where gold goes from here, and Nicolas Jordan updates us on the latest Investment Committee thinking and decisions.

00:14 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)

03:16 Gold by Carsten Menke (Head of Next Generation Research)

05:48 Investment Committee update by Nicolas Jordan (CIO Strategy & Investment Analysis)

08:29 Closing remarks by Bernadette Anderko (Investment Writing)