About this episode
While US new homes sales rose strongly, highlighting the remarkable resilience of the US economy, it’s the Q3 earnings season that continues to dominate investor sentiment this week. Carsten Menke, Head of Next Generation Research, talks about China's latest stimulus measures and what these mean for industrial metal prices. And Ronny Kaufmann, CIO Strategy & Investment Analysis, provides an update on Julius Baer's CIO secular outlook, an essential part of Julius Baer's investment process. 00:00 Introduction by Bernadette Anderko (Investment Writing) 00:24 Markets wrap-up by Jonti Warris (Investment Writing) 05:55 What China’s infrastructure boost means for commodities by Carsten Menke (Head of Next Generation Research) 09:37 Investment Committee update by Ronny Kaufmann (CIO Strategy & Investment Analysis) 17:02 Closing remarks by Bernadette Anderko (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.