The S&P 500 has reached yet another all-time high, marking its 44th record close this year. As investors await key inflation data, US Treasury yields are rising in tandem with stocks, fueling speculation about a 'no landing' scenario. In this episode, we're joined by two expert guests: Norbert Rücker, Head of Economics and Next Generation Research, who shares his insights on the latest commodity trends, and Nicolas Jordan from our CIO office, who discusses the pros and cons of UCITS-compliant hedge fund exposure.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:41 Oil by Norbert Rücker (Head of Economics & Next Generation Research)

12:16 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)

15:10 Closing remarks by Helen Freer (Investment Writing)

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