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Market darlings take a beating as political markets are back in focus

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Manage episode 429453327 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new political developments – political markets are back in focus. Nicolas Jordan from the CIO office talks about how our investment strategy is dealing with the new situation, and Norbert Rücker, Head of Economics and Next Generation Research, remains cautious on oil.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

07:03 Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)

11:35 Latest news from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)

14:49 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

538 episodes

Artwork
iconShare
 
Manage episode 429453327 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Stocks, especially those in the IT and communication services sectors, came under heavy pressure yesterday as investors were forced to price in new political developments – political markets are back in focus. Nicolas Jordan from the CIO office talks about how our investment strategy is dealing with the new situation, and Norbert Rücker, Head of Economics and Next Generation Research, remains cautious on oil.

00:00 Introduction by Helen Freer (Investment Writing)

00:31 Markets wrap-up by Roman Canziani (Head of Investment Writing)

07:03 Energy markets: Norbert Rücker (Head of Economics & Next Generation Research)

11:35 Latest news from the CIO Office: Nicolas Jordan (CIO Strategy & Investment Analysis)

14:49 Closing remarks by Helen Freer (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

538 episodes

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