Moving Markets

Strong economic data out of China sent positive waves through the markets - certainly a nice change after February’s losses. In today's episode, Dario Messi of Fixed Income Research gives his view on what our new growth and interest rate forecasts mean for fixed income investors. This episode ends with Richard Tang, our Head of Research in Hong Kong, who shares his thoughts on the upcoming National People's Congress in China.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)
03:20 Fixed income strategy update by Dario Messi (Fixed Income Research)
07:12 Upcoming National People’s Congress in China by Richard Tang (Head of Research Hong Kong)
12:05 Closing remarks by Lucija Caculovic (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.