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Stock rally hits a wall on shaky investor sentiment

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Manage episode 435330236 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.

Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income Research, shares his thoughts into the future path of Fed policy. And Mathieu Racheter, Head of Equity Strategy, outlines his sector preferences when it comes to equities.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:41 Markets wrap-up by Jonti Warris (Investment Writing)

06:31 Fixed income strategy update: Dario Messi (Head of Fixed Income Research)

12:44 Equity strategy update: Mathieu Racheter (Head of Equity Strategy)

16:00 Closing remarks by Bernadette Anderko (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

568 episodes

Artwork
iconShare
 
Manage episode 435330236 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.

Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income Research, shares his thoughts into the future path of Fed policy. And Mathieu Racheter, Head of Equity Strategy, outlines his sector preferences when it comes to equities.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:41 Markets wrap-up by Jonti Warris (Investment Writing)

06:31 Fixed income strategy update: Dario Messi (Head of Fixed Income Research)

12:44 Equity strategy update: Mathieu Racheter (Head of Equity Strategy)

16:00 Closing remarks by Bernadette Anderko (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

568 episodes

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