Beyond Markets Julius Baer

In today’s episode of Beyond Markets we discuss real estate and how we can make buildings better with Carsten Menke, Head of Next Generation Research at Julius Baer.

With an improving economic outlook and a broadening recovery, what should investors expect in the second half of 2024? 
In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research Asia, talk to Helen Freer about the current market environment and where they currently see opportunities for investors.
01:02 What are the implications for investors of the improving economic outlook?02:05 What will central bank rate cuts mean for equities?03:34 Our focus within equities05:24 Why are mid-caps set to do well?06:16 What impact will geopolitics and US elections have on equity markets?07:01 What is our preference in terms of regions?07:49 Why do we like industrials?09:07 Why is Japan currently attractive?10:22 What opportunities do we see in emerging markets?11:21 What Next Generation themes are worth highlighting now?11:58 Where do we see opportunities within fixed income?13:34 What about emerging market debt?14:09 Summary and conclusions on fixed income opportunities15:10 Current thoughts on gold16:27 Summary of outlook for H2 2024
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In this episode of The Week in Markets, we review the recent central bank meetings and new ideas in the US outside of Magnificent 7. In Asia, we discuss why we still like Japan and comment on the implications of recent EU tariffs on China. We also make a few simple points on private equity investments.

This episode is presented by Richard Tang, Head of Research Hong Kong for Bank Julius Baer.

After many years of abnormalcy in the fixed income market, we are finally starting to see some normalcy returning to it. However, that doesn't mean there are no problems with government bonds. The US debt load has risen to 35 trillion post the pandemic, consequences of the US election are uncertain, and military spending will go up if tensions continue to rise around the world.  On the other hand, the world economy is doing well, companies are becoming better run, and inflation expectations are generally falling. Against this backdrop, investors could look to  investment grade corporate bonds in the fixed income space.

This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

In this monthly China update, our experts review the preliminary impact of the recent key measures announced by Chinese policymakers to stabilise the property market, and if we could see a sustained recovery. The Chinese equity market has also rallied strongly since April, and our experts discuss what it could take to drive a second rally, and the sectors that should perform. They also share their thoughts on how to navigate contradictory Chinese PMI numbers, as well as renewed US-China trade relation tensions.
 
This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

In this episode of the Week in Markets, we discuss the outlook of interest rates as the key driver for global assets. We propose ideas for putting fresh money to work, discuss the US elections, and China. Last but not least, we feature our latest upgrade in gold. This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong for Bank Julius Baer.