Mathieu Racheter

Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, shares his insights on the unusual Q1 2025 earnings season shaped by tariff disruptions and market uncertainties. He highlights how most companies exceeded expectations despite cautious investor sentiment. Racheter discusses the impacts on capital expenditures, particularly in the semiconductor sector, and offers strategies for navigating a volatile technology market. He also delves into opportunities in undervalued regions and the shifting dynamics toward software investments.