Strong economic data out of the US highlighting the country’s resilience contrasts with an increasingly worrying picture in China and economic woes in Europe. Carsten Menke, Head of Next Generation Research, provides an update on industrial metals in the context of developments in China. And Ronny Kaufmann, CIO Strategy & Investment Analysis, shares with us the latest decisions from Julius Baer’s Investment Committee.
00:00 Introduction by Helen Freer (Investment Writing)
00:33 Markets wrap-up by Jonti Warris (Investment Writing)
05:59 Industrial metals by Carsten Menke (Head of Next Generation Research)
10:46 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)
15:37 Closing remarks by Helen Freer (Investment Writing)
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