Investors waiting for consumer price data today While the race for the US Senate is still open and it may be days or even weeks before the results are final, US President Joe Biden said that the Democrats had exceeded expectations and that he intends to run for a second term. Today, all eyes are on the latest consumer price data from the US, which will offer some clues on the path of future Fed tightening. Carsten Menke, Head of Next Generation Research, explains what has been happening in the crypto world this week and Nicolas Jordan from CIO Strategy & Investment Analysis reports on the latest decisions from our Investment Committee. Arian Osmani, Fund Specialists, tells us more about dividend strategies in a portfolio context.
00:09 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)
03:59 Digital Assets by Carsten Menke (Head of Next Generation Research)
07:25 IC update by Nicolas Jordan (CIO Strategy & Investment Analysis)
09:57 Dividends from a portfolio context by Arian Osmani (Traditional Fund Specialist)
12:45 Closing remarks by Lucija Caculovic (Investment Writing)
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.
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