Moving Markets

US markets closed higher on Tuesday with the S&P 500 seeing Energy, Utilities & Industrials all outperforming. Asia Pacific markets were mixed, with Japan's Nikkei 225 trading lower and China's CSI 300 down 0.4% this morning, a sign that local investors would like to see more stimulus to support the ailing economy. Microsoft moved closer to completing its USD 69 billion bid for Activision. Dario Messi of the Fixed Income team highlights our strategy for investing in longer dated bonds and looks ahead to the release of US CPI data and the next FOMC meeting.

00:14 Introduction by Bernadette Anderko (Investment Writing)
00:35 Markets wrap-up by Alexander Petersen (Investment Writing)
04:16 Strategy for adding duration to a portfolio by Manuel Villegas (Next Generation Research)
09:38 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.