In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead.

• (00:00) - Intro
• (00:19) - A strong mandate for Trump
• (01:23) - US equities surge post-results
• (02:20) - Does the equity bull market have legs?
• (03:10) - Antitrust on Big Tech - What now?
• (04:20) - Strong outlook for equities
• (06:11) - Sharp moves in Treasury yields
• (08:35) - Will the Fed continue on its interest rate path?
• (09:40) - The future of an independent Fed and Powell
• (11:53) - What’s driving the Dollar?
• (13:06) - Impact of tariffs vs. potential bigger fiscal deficit
• (14:03) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany
• (20:12) - Summary

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