The Week in Markets: Impact of the dollar decline

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

Subscribe to Moving Markets on Spotify
Subscribe to Moving Markets on Apple Podcasts 

The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors, and is a risk to the concept of US exceptionalism. In such an environment, we see value in diversifying away from the US in sectors that can be easily replaced. The US, however, remains a leader in the technology sector.

In the fixed income space, elevated rates are likely here to stay, which means going for long duration is possibly not ideal. This episode, presented by Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, explores these themes and provides insights for investors navigating this complex landscape.