Moving Markets

French assets took a hit yesterday, with stocks and bonds underperforming all other major markets. The current coalition government's instability has investors spooked, causing French 10-year government debt to yield the same as its Greek counterparts. Carsten Menke, Head of Next Generation Research, and Nicolas Jordan, CIO Office, provide updates on the outlook for gold and Julius Baer's investment strategy.

00:00 Introduction by Mike Rauber (Investment Writing)
00:32 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:32 Gold: Carsten Menke (Head of Next Generation Research)
10:09 Update from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)
13:52 Closing remarks by Mike Rauber (Investment Writing)

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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.