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Beyond Markets
The Week in Markets: Navigating through the inflection point
Aug 12, 2024
Eric Mak, an expert from Julius Baer’s Equity Research Asia team, dives into the recent turbulence of the markets. He discusses extreme volatility, with US equities facing sharp intraday drawdowns and the Japanese Yen's surprising appreciation. Eric highlights the overhype surrounding AI and explores growing concerns over a potential US recession. He also unpacks the Bank of Japan's cautious interest rate strategies amidst inflation, offering insights into navigating these challenging times and making strategic portfolio adjustments.
07:15
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Quick takeaways
- Investors should remain patient and focus on high-quality companies during volatile market conditions to ensure long-term recovery.
- Concerns about the sustainability of the AI trend and signs of weakening U.S. economic data contribute to uncertainty in market valuations.
Deep dives
Market Volatility and Investment Strategy
Recent market volatility has prompted discussions about the investment implications for investors. With significant corrections occurring, driven by central banks nearing critical points in the interest rate cycle, patience is advised rather than hasty investments. Investors are encouraged to stay focused on high-quality companies and prepare a list of potential investments for when market conditions improve. Historical data suggests that portfolios tend to recover well if investors remain calm and invested during periods of high volatility.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode