{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Beyond Markets","title":"Market Outlook – A fresh perspective into year-end","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/e93731ec\"></iframe>","width":"100%","height":180,"duration":993,"description":"2023 is what our analysts labelled the year of the cool-down. It has been a while coming – but inflation has finally started to cool in the major economies. So, what is on the cards now?\nIn this episode of the Beyond Markets podcast: ‘Market Outlook - a fresh perspective into year end’, Norbert Rücker, Head of Macro and Next Generation Research, talks to Bernadette Anderko about what amendments our analysts have made to their financial market outlook in light of events over the summer months and how they see the markets playing out into the year end.\n00:32 - Introduction\n00:59 - Economic situation and monetary policy expectations\n02:25 - China’s balance sheet problem\n03:57 - Research calls for Asian assets\n05:51 - Summary of key equity recommendations\n06:59 - Sweet spots in emerging market equities\n07:40 - Refreshing our fixed income recommendations\n08:34 - US dollar expectations\n09:53 - An update on the Japanese yen and Swiss franc\n10:26 - Artificial intelligence: true leaders still represent value\n11:36 - Copper has room to run\n13:01 - Energy outlook this winter\n14:02 - Summary and conclusion\nWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.","thumbnail_url":"https://img.transistorcdn.com/11BnEfZU7rka4GVHoUpqhWArVzb8RoTTrwhLaXT0-wM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5NzI2LzE2MTY1/NzYyNDItYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}