Beyond Markets

In this episode, we focus on the divergence of the equity and interest rate markets in pricing the economic outlook especially in the US, and the resulting investment implications.  We think the short end of the curve is still attractive carry, while low equity vol offers cheap hedges for investors who are concerned on any downside risks in US equities after recent strong performance.

This episode is presented by Richard Tang, China strategist and Head of Research Hong Kong at 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.