Market Outlook – A fresh perspective into year-end

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.

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2023 is what our analysts labelled the year of the cool-down. It has been a while coming – but inflation has finally started to cool in the major economies. So, what is on the cards now?

In this episode of the Beyond Markets podcast: ‘Market Outlook - a fresh perspective into year end’, Norbert Rücker, Head of Macro and Next Generation Research, talks to Bernadette Anderko about what amendments our analysts have made to their financial market outlook in light of events over the summer months and how they see the markets playing out into the year end.

00:32 - Introduction
00:59 - Economic situation and monetary policy expectations
02:25 - China’s balance sheet problem
03:57 - Research calls for Asian assets
05:51 - Summary of key equity recommendations
06:59 - Sweet spots in emerging market equities
07:40 - Refreshing our fixed income recommendations
08:34 - US dollar expectations
09:53 - An update on the Japanese yen and Swiss franc
10:26 - Artificial intelligence: true leaders still represent value
11:36 - Copper has room to run
13:01 - Energy outlook this winter
14:02 - Summary and conclusion

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