Marking the most significant change in US policy towards the Middle East in decades, President Trump has shocked markets by announcing plans for the US to take over the Gaza Strip, resettle Palestinians, and turn it into what he has called the ‘riviera of the Middle East’. Meanwhile, gold notches a fresh record close as tariff concerns remain at the forefront of investors' minds. On today’s podcast, we are also joined by Markus Allenspach, Fixed Income Research, who provides an update on fixed income markets.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:31 Markets wrap-up by Jonti Warris (Investment Writing)

08:05 Bond market update: Markus Allenspach (Fixed Income Research)

13:11 Closing remarks by Bernadette Anderko (Investment Writing)

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