Moving Markets

Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income Research, shares his thoughts into the future path of Fed policy. And Mathieu Racheter, Head of Equity Strategy, outlines his sector preferences when it comes to equities.

00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Jonti Warris (Investment Writing)
06:31 Fixed income strategy update: Dario Messi (Head of Fixed Income Research)
12:44 Equity strategy update: Mathieu Racheter (Head of Equity Strategy)
16:00 Closing remarks by Bernadette Anderko (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.