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Market Outlook Year-End 2025 – All eyes on policy responses
Manage episode 506374350 series 2908036
As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?
In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer’s Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.
- (00:32) - Introduction of topic and speakers
- (01:12) - Macroeconomic developments since Liberation Day
- (02:10) - Asia’s macroeconomic picture
- (05:05) - Year-end headline research calls
- (05:39) - Developed-market equity preferences
- (06:09) - Breaking away from the ‘US only’ mindset
- (06:42) - Emerging market equity sweet spots
- (08:26) - Where to find value in fixed income
- (09:10) - Commodities outlook
- (11:06) - US dollar set to weaken?
- (11:46) - Dealing with tariff news
- (12:45) - Summary and closing remarks
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.
374 episodes
Manage episode 506374350 series 2908036
As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?
In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer’s Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.
- (00:32) - Introduction of topic and speakers
- (01:12) - Macroeconomic developments since Liberation Day
- (02:10) - Asia’s macroeconomic picture
- (05:05) - Year-end headline research calls
- (05:39) - Developed-market equity preferences
- (06:09) - Breaking away from the ‘US only’ mindset
- (06:42) - Emerging market equity sweet spots
- (08:26) - Where to find value in fixed income
- (09:10) - Commodities outlook
- (11:06) - US dollar set to weaken?
- (11:46) - Dealing with tariff news
- (12:45) - Summary and closing remarks
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.
374 episodes
All episodes
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