Beyond Markets

Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bonds and the precious metal markets performed in 2023. They discuss their investment preferences for 2024 including investment grade credit, quality emerging market corporate bonds and dividend growers. They also speak about the key drivers and technicals for precious metals, including large redemptions for Gold ETFs in 2023 and a survey showing many Chinese consumers are intending to purchase gold jewellery. This episode is moderated by Mark Matthews, Head Research Asia Pacific at Julius Baer.
 
We wish all our listeners a Happy Holiday season and we look forward to speaking with you in the New Year!

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.