Beyond Markets

In this episode, we examine the recent central bank actions and review the asset market moves. In particular, we discuss our latest views on two popular funding currencies - the Japanese Yen and the Swiss Franc, how to think about the Japanese equity market if the Yen does appreciate, and why we should stick to quality stocks in the US.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Bank Julius Baer.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.