About this episode
Stock markets are torn between the rising recession risks and expectations that yields will fall - defensive sectors have outperformed over the last few hours and US Treasury bonds have continued their impressive rally. Carsten Menke, our Head of Next Generation Research, shares his views on the surprise OPEC+ oil output cut, and Nicolas Jordan from our CIO Office talks about how to tackle the current investment environment. 00:14 Introduction by Helen Freer (Investment Writing) 00:43 Markets wrap-up by Roman Canziani (Head of Investment Writing) 05:15 What OPEC+ cuts mean for the oil market by Carsten Menke (Head of Next Generation Research) 08:48 CIO update by Nicolas Jordan (CIO Strategy and Investment Analysis) 11:58 Closing remarks by Helen Freer (Investment Writing)