Market Outlook Mid-Year 2023

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 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 Introduction
1:05 Inflation and interest rate outlook
2:52 US recession likelihood
3:44 De-dollarisation vs Diversification
4:41 Currency outlook
5:40  Equity strategy – developed markets
6:39 Equity strategy – emerging markets
8:36 Japan
9:26 Next generation opportunities
11:01 Fixed income – likes and dislikes
14:06 Commodities
15:13 Final comments