Moving Markets

With nerves calmed, traders have started to reassess the odds of additional interest rate hikes in Europe and the US. Leonardo Pellandini, Equity Strategy Research, explains why he believes in a comeback for quality growth stocks, and Dario Messi, Fixed Income Research, highlights where fixed income investors can now find value.

00:14 Introduction by Lucija Caculovic (Investment Writing)
00:34 Markets wrap-up Roman Canziani (Head of Investment Writing)
05:07 The comeback of quality growth by Leonardo Pellandini (Equity Strategy)
07:50 Fixed income update by Dario Messi (Fixed Income Research)
11:50 Closing remarks by Lucija Caculovic (Investment Writing)

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.