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2023: Year in review
Episode 202

2023: Year in review

Beyond Markets

December 24, 202326m 56s

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Show Notes

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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Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bonds and the precious metal markets performed in 2023. They discuss their investment preferences for 2024 including investment grade credit, quality emerging market corporate bonds and dividend growers. They also speak about the key drivers and technicals for precious metals, including large redemptions for Gold ETFs in 2023 and a survey showing many Chinese consumers are intending to purchase gold jewellery. This episode is moderated by Mark Matthews, Head Research Asia Pacific at Julius Baer.

 

We wish all our listeners a Happy Holiday season and we look forward to speaking with you in the New Year!

Topics

#FXequitiesstocksbondsprecious metalsinvestment grade creditquality high yield bondsquality emerging market corporate bondsgrowing cash flowsstrong balance sheetsbuy-backsdividendsChinese consumersgold jewellerycentral banks.