The View Beyond: What's really driving markets?

Podcast: Moving Markets · Julius Baer

Opublikowano: 2026-10-24

Despite a complex backdrop of geopolitical tensions, elevated bond yields, and rapid technological change, capital markets have shown remarkable resilience this year, defying expectations of deeper disruption. What’s behind this strength, and how should investors position for what's next? In this episode, Yves Klenk, Head of Client Coverage and Advisory, and Marko Radovic, Senior Portfolio Manager and Head of Alternatives at Julius Baer, join Helen Freer to discuss the major themes shaping financial markets today. They reflect on the biggest surprises of the year, the outlook for broadening market performance, and where investors can find opportunities to...