Moving Markets

European equities rallied after industrial production data came in stronger than expected, while Wall Street traded cautiously ahead of a packed schedule of key labour‑market and inflation releases between today and Thursday. The US dollar, oil, gold, and bitcoin all slipped as investors absorbed a noisy flow of macro headlines. On today’s show, Dr. Damien Ng from Next Generation Research joins us to discuss the latest developments in biotech - and why he believes the outlook for the sector is finally brightening after years of underperformance.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:38) - Markets wrap-up: Roman Canziani, Head of Product & Investment Content
  • (06:01) - A pivotal year for biotechnology: Damien Ng, Next Generation Research
  • (11:12) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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.