Beyond Markets

In our first podcast episode for the year, Mark Matthews, Head Research Asia Pacific, shares why the US market should do well in 2024, despite the S&P 500 index returning 26% in 2023. We need to remember that 2022 was a bear market, and in fact the index is only at the same level it was two years ago. The reasons for last year’s earnings recession were high inflation and high interest rates. But inflation has come down, and all indications are that interest rates will too. Earnings growth of about 10% this year and next is not an unreasonable assumption.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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.