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Tech stocks stumble but the broader market holds up

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Manage episode 501339335 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://podcastplayer.com/legal.

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 constituents managed to finish higher, as investors looked ahead to the Jackson Hole symposium, which begins tomorrow, for fresh insights into future monetary policy. For expert analysis, Dario Messi, Head of Fixed Income Research, shares his perspectives on these developments, while Mathieu Racheter, Head of Equity Strategy Research, discusses the potential implications of a peace agreement for European equities, especially the defence sector.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (06:38) - Expectations for Jackson Hole: Dario Messi, Head of Fixed Income Research
  • (12:12) - Defence stocks in the wake of peace talks: Mathieu Racheter, Head of Equity Strategy Research
  • (16:12) - Closing remarks: Bernadette Anderko, Product & Investment Content

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

794 episodes

Artwork
iconShare
 
Manage episode 501339335 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://podcastplayer.com/legal.

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 constituents managed to finish higher, as investors looked ahead to the Jackson Hole symposium, which begins tomorrow, for fresh insights into future monetary policy. For expert analysis, Dario Messi, Head of Fixed Income Research, shares his perspectives on these developments, while Mathieu Racheter, Head of Equity Strategy Research, discusses the potential implications of a peace agreement for European equities, especially the defence sector.

  • (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
  • (00:31) - Markets wrap-up: Roman Canziani, Head of Investment Writing
  • (06:38) - Expectations for Jackson Hole: Dario Messi, Head of Fixed Income Research
  • (12:12) - Defence stocks in the wake of peace talks: Mathieu Racheter, Head of Equity Strategy Research
  • (16:12) - Closing remarks: Bernadette Anderko, Product & Investment Content

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

794 episodes

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