Market Outlook Mid-Year 2023

2023 was meant to be the year in which we witnessed a major cool-down but this has not played out quite as expected. So, what is on the cards now?

In this episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2023’, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research in Asia, talk to Bernadette Anderko about the stalling of the cool-down, their expectations now regarding growth and inflation, and how they see the markets playing out in the second half of the year.

0:32 Introduction
1:05 Inflation and interest rate outlook
2:52 US recession likelihood
3:44 De-dollarisation vs Diversification
4:41 Currency outlook
5:40  Equity strategy – developed markets
6:39 Equity strategy – emerging markets
8:36 Japan
9:26 Next generation opportunities
11:01 Fixed income – likes and dislikes
14:06 Commodities
15:13 Final comments

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.