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Market Outlook 2024 – The start of a new cycle

EPISODE · Jan 17, 2024 · 34 MIN

Market Outlook 2024 – The start of a new cycle

from Beyond Markets · host Julius Baer

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 After global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?In this episode of the Beyond Markets podcast ‘Market Outlook 2024 – the start of a new cycle’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko, Investment Writer about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present.00:33 Introduction01:16 When will rate cuts begin?03:22 Global growth and inflation expectations for 202404:29 A soft landing is expected05:43 Risks from China09:04 Our key calls for 202413:27 Fixed income in focus16:38 Emerging markets bond recommendations19:27 Developed market equities- Quality growth and a defensive tilt23:25 Add cyclicals in anticipation of the new cycle24:29 Japanese equities27:44 Swiss assets29:39 Commodities31:23 US election yearWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

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Market Outlook 2024 – The start of a new cycle

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