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A mid-year review with our CIO and Global Investment Strategist

Published

As we pass the mid-year mark, it’s time to reflect on an eventful first half of 2024. Despite a rocky start for stocks and bonds, we’ve seen a strong second quarter for financial markets.

In the latest Perspectives podcast from our Swiss wealth management business, Laura Künlen sits down with CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner to explore key macroeconomic developments and the performance of our strategies. They provide insights into the outlook for the remainder of 2024, highlighting the continued decline in inflation and ongoing economic growth. Finally, they review the wide-ranging impact of artificial intelligence and the "Magnificent Seven".

Are these trends here to stay?

Subscribe to Perspectives on Apple Podcasts and Spotify. 

Recorded on July 17th 2024

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