Investing in equities in Q4 2024

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 We expect volatility in equity markets to remain elevated as we head towards the end of the year, amidst uncertainty around the upcoming US election, seasonal factors, and lingering fears of an economic slowdown. It therefore seems timely to look at what our analysts take into account when it comes to stock selection.In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Philipp Lienhardt, Head of Equity Research, about how his team approaches the process of stock selection, what sectors they favour currently, and the subsectors that are set to offer good investment opportunities in the coming months.00:32 – Introduction to the topic and the speakers01:16 – Our approach to stock selection02:33 – Market Outlook into year-end 202404:13 – Information Technology: our preferences06:27 – Healthcare: more than just large-cap pharma09:06 – Industrials: focus on cyclical & structural growth opportunities11:22 – Opportunities across sectors12:01 - US election outcome - implications for stocks13:33 – Summary and conclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.