Moving Markets

Global markets held up yesterday despite rising oil prices and escalating tensions in Iran, with European and US equities closing higher. Asian markets rallied strongly overnight, led by South Korea and Japan. More broadly though, investors remain cautious as sentiment cools in Europe and central banks prepare for key policy decisions. Today we’re joined by Afonso Borges, Fixed Income Research Analyst, to discuss this week’s monetary policy decisions, and Mathieu Racheter, Head of Equity Strategy Research, who brings us the latest on Swiss equities.

  • (00:00) - Introduction: Helen Freer, Product & Investment Content
  • (00:36) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
  • (07:12) - Bond market update: Afonso Borges, Fixed Income Research
  • (10:39) - Equity market update - Switzerland: Mathieu Racheter, Head of Equity Strategy Research
  • (14:41) - Closing remarks: Helen Freer, Product & Investment Content

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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.