Moving Markets

With the Q1 earnings season garnering the attention of investors this week, big-tech earnings are helping to bolster sentiment amid lingering concerns about the health of US regional banks. Carsten Menke, Head of Next Generation Research, shares his thoughts on the recent rally in gold, and Ronny Kaufmann, CIO Strategy & Investment Analysis, gives us an update on the latest thoughts of our CIO.

00:14 Introduction by Helen Freer (Investment Writing)
00:37 Markets wrap-up by Jonti Warris (Investment Writing)
04:54 Gold update by Carsten Menke (Head of Next Generation Research)
08:33 Update from the CIO Office by Ronny Kaufmann (CIO Strategy & Investment Analysis)
12:14 Closing remarks by Helen Freer (Investment Writing)

What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

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.