About this episode
With calm returning to financial markets, investors’ attention turned to corporate earnings. L’Oréal and Morgan Stanley came in ahead of expectations, while Tesla missed expectations, as it plans to further drop the price of its vehicles. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals, and Nicolas Jordan, CIO Strategy & Investment Analysis, gives us an update on the latest thoughts from our CIO. 00:14 Introduction by Helen Freer (Investment Writing) 00:47 Markets wrap-up by Jonti Warris (Investment Writing) 05:46 Industrial metals update by Carsten Menke (Head of Next Generation Research) 08:58 Our CIO’s latest thoughts by Nicolas Jordan (CIO Strategy & Investment Analysis) 11:51 Closing remarks by Helen Freer (Investment Writing)