Moving Markets

The S&P 500 has reached yet another all-time high, marking its 44th record close this year. As investors await key inflation data, US Treasury yields are rising in tandem with stocks, fueling speculation about a 'no landing' scenario. In this episode, we're joined by two expert guests: Norbert Rücker, Head of Economics and Next Generation Research, who shares his insights on the latest commodity trends, and Nicolas Jordan from our CIO office, who discusses the pros and cons of UCITS-compliant hedge fund exposure.

00:00 Introduction by Helen Freer (Investment Writing)
00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)
06:41 Oil by Norbert Rücker (Head of Economics & Next Generation Research)
12:16 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)
15:10 Closing remarks by Helen Freer (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.