Moving Markets

Earnings reports in the US fuelled the rally overnight but the story was more mixed in Asian trading. Mathieu Racheter, Head of Equity Strategy explains why he favours software in the IT space, and Dario Messi, Fixed Income Research joins us to reveal whether or not emerging market bond yields are just too attractive to ignore.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:36 Our focus in the IT space by Mathieu Racheter (Head of Equity Strategy)
05:39 Emerging markets bond yields: too attractive to ignore? By Dario Messi (Fixed Income Research)
08:49 Closing remarks by Bernadette Anderko (Investment Writing)

Show Notes

Earnings reports in the US fuelled the rally overnight but the story was more mixed in Asian trading. Mathieu Racheter, Head of Equity Strategy explains why he favours software in the IT space, and Dario Messi, Fixed Income Research joins us to reveal whether or not emerging market bond yields are just too attractive to ignore.

00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)
03:36 Our focus in the IT space by Mathieu Racheter (Head of Equity Strategy)
05:39 Emerging markets bond yields: too attractive to ignore? By Dario Messi (Fixed Income Research)
08:49 Closing remarks by Bernadette Anderko (Investment Writing)

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.