Moving Markets

Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', while awaiting not only Nvidia's and Marvell Technology's results and US PCE data tomorrow, but also a highly anticipated speech by Kevin Warsh at Jackson Hole this Friday.

Damien Ng, Next Generation Research, joins the podcast today to provide his take on the good news last week from the Moderna/Merck cancer trials. Tune in to the podcast to find out why he believes that innovation-driven healthcare remains one of the most compelling long-term investment opportunities.

  • (00:00) - Introduction: Lucija Caculovic, Product & Investment Content
  • (00:41) - Markets wrap-up: Bernadette Anderko, Product & Investment Content
  • (07:07) - How personalised vaccines could transform cancer treatment: Damien Ng, Next Generation Research
  • (12:23) - Closing remarks: Lucija Caculovic, Product & Investment Content

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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.