Moving Markets

Stocks in the US and Asia are up this morning on the heels of what some called a ‘goldilocks’ US jobs report, showing a somewhat less tight labour market and lower-than-expected wage growth, and the on-going China reopening. Richard Tang, our Head of Research in Hong Kong, sets the rally in Asia in perspective and Mensur Pocinci, our Head of Technical Analysis, explains why he believes that investors are well advised to rebalance stock portfolios, considering investments in Asia and Europe too over the coming months.00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)03:59 China outlook by Richard Tang (Head of Research, Hong Kong)09:57 Technical analysis update by Mensur Pocinci (Head of Technical Analysis Research)10:59 Closing remarks by Roman Canziani (Head of Investment Writing)

Hosted today by Helen Freer (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a recent conversation that Helen Freer had with Simon Ibbitson, our Head of Private Markets Fund Distribution, and Michael Hornung-Moser from our Private Markets investment team on Julius Baer’s Beyond Markets podcast. They talked about various aspects of investing in private markets.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Helen Freer (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation featuring Alan Hooks, Head of Private Clients for Julius Baer in the UK, on Julius Baer’s True Connections podcast. Alan spoke to Rutu Buddhdev, the Founder and Managing Director of Amara Property, a luxury home builder in North London. Alan asked Rutu about how she started her business and how it has evolved, the challenges and opportunities she has experienced as an entrepreneur, and the impact that Covid had on the business.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Helen Freer (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with our Head of Investment Advisory, Diego Würgler, on Julius Baer’s Wealth Insights podcast. When uncertainty is high, some investors feel safer reverting to cash, but in this conversation Diego explains the impact that this can have on a portfolio.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Lucija Caculovic (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation that John Franklin and Grace Treston had withChristian Gattiker, Head of Research, on Julius Baer’s Wealth Insights podcast. With the record high inflation levels that we have seen, John and Grace spoke to Christian about how investors can protect their purchasing power.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Lucija Caculovic (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Alan Hooks, Head of Private Clients for Julius Baer in the UK, had on Julius Baer’s True Connections podcast. Alan spoke to Chris Sheldrick, the CEO and co-founder of what3words, and he asked Chris about what inspired him to set this business up and what the future holds for what3words, a company that offers an innovative address-finding solution.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Helen Freer (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with Norbert Ruecker, Head of Macro and Next Generation Research, on Julius Baer’s Wealth Insights podcast. They discuss various aspects of the energy transition and the remaining obstacles to the global adoption of clean energy.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Bernadette Anderko (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation between Helen Freer and Roberto Cominotto, who is an Equity Research Analyst, on Julius Baer’s Beyond Markets podcast. Helen talked to Roberto about hydrogen – what it actually is and if hydrogen could be an environmentally-friendly source of energy and therefore help in the fight against climate change.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Mike Rauber (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, on Julius Baer’s Beyond Markets podcast. Helen and Tim talk about the impact of rising interest rates and economic data releases on currencies and whether investors should consider hedging their portfolios.Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Lucija Caculovic (Investment Writing).As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation between Roy Athanasius Ang and Sabrina Choy, a Singapore-based FX specialist, on Julius Baer’s Beyond Markets podcast. They discuss what a strong US dollar means for investors.Our regular show that starts with daily market news returns on Monday 9th January.