About this episode
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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In this episode, we focus on the divergence of the equity and interest rate markets in pricing the economic outlook especially in the US, and the resulting investment implications. We think the short end of the curve is still attractive carry, while low equity vol offers cheap hedges for investors who are concerned on any downside risks in US equities after recent strong performance.
This episode is presented by Richard Tang, China strategist and Head of Research Hong Kong at Julius Baer.
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