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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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We expect volatility in equity markets to remain elevated as we head towards the end of the year, amidst uncertainty around the upcoming US election, seasonal factors, and lingering fears of an economic slowdown. It therefore seems timely to look at what our analysts take into account when it comes to stock selection.
In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Philipp Lienhardt, Head of Equity Research, about how his team approaches the process of stock selection, what sectors they favour currently, and the subsectors that are set to offer good investment opportunities in the coming months.
00:32 – Introduction to the topic and the speakers
01:16 – Our approach to stock selection
02:33 – Market Outlook into year-end 2024
04:13 – Information Technology: our preferences
06:27 – Healthcare: more than just large-cap pharma
09:06 – Industrials: focus on cyclical & structural growth opportunities
11:22 – Opportunities across sectors
12:01 - US election outcome - implications for stocks
13:33 – Summary and conclusion
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