Moving Markets

A deep dive into our fixed income strategy and China


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Strong economic data out of China sent positive waves through the markets - certainly a nice change after February’s losses. In today's episode, Dario Messi of Fixed Income Research gives his view on what our new growth and interest rate forecasts mean for fixed income investors. This episode ends with Richard Tang, our Head of Research in Hong Kong, who shares his thoughts on the upcoming National People's Congress in China.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)

03:20 Fixed income strategy update by Dario Messi (Fixed Income Research)

07:12 Upcoming National People’s Congress in China by Richard Tang (Head of Research Hong Kong)

12:05 Closing remarks by Lucija Caculovic (Investment Writing)

...more
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Moving MarketsBy Julius Baer

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