Moving Markets

Concerns about higher interest rates and the state of the consumer continue to weigh on market sentiment. Meanwhile, on the political front, Russian President Vladimir Putin delivered his first state of the nation address in almost two years, which made for some headlines. Leonardo Pellandini, Equity Research Analyst, gives his view on whether investors should chase this year's stock market rally.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)
03:15 Recent rally vs. fundamentals by Leonardo Pellandini (Equity Strategy) 
06:04 Closing remarks by Lucija Caculovic (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.