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Market Outlook Mid-Year 2024 – Let’s get cyclical
Manage episode 424520843 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 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.
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 equities
05:24 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 opportunities
15:10 Current thoughts on gold
16:27 Summary of outlook for H2 2024
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.
271 episodes
Share
Manage episode 424520843 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 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.
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 equities
05:24 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 opportunities
15:10 Current thoughts on gold
16:27 Summary of outlook for H2 2024
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.
271 episodes
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Similar to Beyond Markets
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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