Moving Markets

Global markets showed signs of recovery yesterday after a highly volatile March, with European equities stabilising and US indices staging an impressive rally. However, persistent geopolitical tensions in the Middle East continue to weigh on sentiment, fuelling higher energy prices and pushing Eurozone inflation above the ECB’s target. Asian markets opened April on a strong footing, led by a sharp surge in Japanese and South Korean equities. Today we’re joined by Dario Messi, Head of Fixed Income Research, to explore the latest developments in corporate credit markets and explain the headlines in private credit. We also welcome Mathieu Racheter, Head of Equity Strategy, who discusses how equity markets are reacting to the ongoing geopolitical situation and offers a deep dive into emerging market equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:13) - Bond market update: Dario Messi, Head of Fixed Income Research
  • (11:26) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
  • (16:24) - Closing remarks: Helen Freer, 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.