Market Outlook Mid-Year 2023
Beyond Markets - Podcast készítő Julius Baer
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2023 was meant to be the year in which we witnessed a major cool-down but this has not played out quite as expected. So, what is on the cards now?In this episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2023’, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research in Asia, talk to Bernadette Anderko about the stalling of the cool-down, their expectations now regarding growth and inflation, and how they see the markets playing out in the second half of the year.0:32 Introduction1:05 Inflation and interest rate outlook2:52 US recession likelihood3:44 De-dollarisation vs Diversification4:41 Currency outlook5:40 Equity strategy – developed markets6:39 Equity strategy – emerging markets8:36 Japan9:26 Next generation opportunities11:01 Fixed income – likes and dislikes14:06 Commodities15:13 Final comments
