As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final months of 2025, and where do we see the sweet spots?
In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer’s Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.