Moving Markets

China’s services sector activity is seeing a deceleration in its growth rate, as some firms reported softer than expected market demand, denting investor sentiment ahead of US Treasury Secretary Janet Yellen's visit to China. And we hear from Mathieu Racheter, Head of Equity Strategy, who shares with us his outlook for developed market equities in the second half of 2023.

00:14 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Jonti Warris (Investment Writing)
04:39 Mid-Year Market Outlook - Developed-Market Equity Strategy by Mathieu Racheter (Head of Equity Strategy)
10:07 Closing remarks by Bernadette Anderko (Investment Writing)

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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.