Moving Markets

Investors caught between FOMO and a hawkish Fed


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Global equity markets struggle ahead of US Fed Chair Jerome Powell’s semi-annual report to Congress today, when he is expected to reinforce the message that interest rates need to stay higher for longer. Dario Messi, Fixed Income Research, provides his thoughts on why investors should not be chasing the rally in high yield bonds. And Adrienne Järsvall, Head of Fund Advisors, shares with us why now is a good time to consider alternative investments.

00:14 Introduction by Bernadette Anderko (Investment Writing)

00:39 Markets wrap-up by Jonti Warris (Investment Writing)

04:53 Don’t chase the high yield bond rally by Dario Messi (Fixed Income Research)

08:16 Reasons to consider alternative investments now by Adrienne Järsvall (Head of Fund Advisors)

11:35 Closing remarks by Bernadette Anderko (Investment Writing)

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Moving MarketsBy Julius Baer

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