Shows
Beyond MarketsThe Week in Markets: To ride the momentum, or not?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The US equity market defied expectations of September seasonal weakness, with the S&P 500 index gaining 4% this month. With the exception of India, many global markets have also seen gains, with US, Hong Kong and Japan up 30% i...
2025-09-2908 minBeyond MarketsThe Week in Markets: Looking beyond the expected Fed rate cutThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp rate cut. Julius Baer expects four further rate cuts through March 2026, pausing at 3.25%, while the markets are pricing in slightly more a...
2025-09-2208 minBeyond MarketsWhat is agentic AI and how might it impact your investments?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of Beyond Markets, we take a closer look at agentic AI, which is no longer just a concept. AI agents are actively reshaping how tasks get done, decisions are made, and content is created. T...
2025-09-1221 minBeyond MarketsThe Week in Markets: Markets rebound as US softens its toneThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts US Treasuries and equities staged a strong comeback last week after US President Donald Trump appeared to strike a conciliatory tone on Fed Chair Jerome Powell and on the tariff deadlock with China. However, several US manufacturing a...
2025-04-2806 minBeyond MarketsWater: Too little and too muchThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of Beyond Markets we take a closer look at water. With water scarcity and extreme weather events on the increase, what do listeners need to know about water-related challenges and opportunities from both a s...
2025-04-0818 minBeyond MarketsYield Hunting - The role of corporate creditThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts With inflation expectations rising, credit spreads at historical tights, and US Treasury moves dictating market sentiment, how should investors position their portfolios? In this episode, Elaine Ngim, Head of Investment Advisory Singapore at Julius Baer si...
2025-02-2719 minBeyond MarketsThe State of Modern PhilanthropyThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As our world continues to be riven by instability and conflict, global wealth inequality is becoming one of the most pressing matters of our time. With the divide between the haves and the have nots continuing to g...
2024-12-1220 minBeyond MarketsThe Week in Markets – What’s in store for fixed income in 2025?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Following the shift in the political landscape, Julius Baer experts expect higher nominal growth driven by both real growth and inflation in the US. Given less room for rate cuts, they anticipate yields to stay higher for l...
2024-11-2505 minBeyond MarketsThe Fed’s rate cut and implications for investorsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts At the much-anticipated US Federal Reserve meeting on 18 September 2024, the monetary policy easing cycle finally began in the US with an announcement of a 50 basis point rate cut. In this episode of the Beyond Markets po...
2024-09-2325 minBeyond MarketsHow we Manage Money: Performance and RiskThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Julius Baer Chief Investment Officer Yves Bonzon joins journalist Hanna Wise to take a closer look at Julius Baer's investment strategy. In this third and final episode they look at performance and risk and how this impacts i...
2024-05-0217 minBeyond MarketsIs Sustainable Investing Beneficial for Investors?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, our experts discuss the topic of sustainable investing, regulatory changes and the latest developments in sustainability initiatives. They debunk the negativity associated with ESG and greenwashing, share the Julius Baer Sustainable Investment Methodology, and e...
2024-02-1318 minBeyond MarketsBiotechnology valuations are getting cheaper: What are the emerging opportunities?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, we take a closer look at the biotechnology sector which has seen share prices come under pressure this year. Valuations have become cheaper even as clinical trial developments continue. We explore emerging new therapies i...
2023-11-0111 minBeyond MarketsStaying ahead of the Curve – Investing today, into the “Winners of Tomorrow”The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, Serene Chua, Mandate Advisor at Julius Baer, and Jiazhi Chen, Head of Next Generation Investment Solutions at Julius Baer, share their insights about the megatrends that are shaping the future.What are t...
2023-09-2711 minBeyond MarketsEmpowering Communities – Tackling Poverty in Singapore with Beyond Social ServicesThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this special diversity and inclusion episode Wen Han Choy from JB Cares talks to Beyond Social Services (BSS), a Singapore-based NGO and charity that helps lower-income and less privileged families in Singapore. What’s the...
2023-08-2515 minBeyond MarketsThe Week in Markets - Looking for AlternativesThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of The Week in Markets, we recap the key topics on the US economy and explain the US market resilience. More importantly, we discuss Japan. the new interest of global investors. With reopening, Warren Buf...
2023-05-1608 minBeyond MarketsThe Week in Markets - The last rate hike has happenedThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of The Week in Markets, it's too early to say the rout in regional bank stocks is over, but the big deposit outflows seem to have stopped. Julius Baer financial company analyst Roger Degen h...
2023-05-0910 minBeyond MarketsThe week in markets - Q1 earnings beating expectationsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of The week in markets, the market seems to be breathing a sigh of relief about the takeover of First Republic Bank. Unlike with Silicon Valley Bank, when treasury yields collapsed, since JP Morgan p...
2023-05-0212 minBeyond MarketsIn Conversation with GROW: Chinese consumption – an uneven recoveryThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In the second episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss the uneven recovery of Chinese consumption, the outlook for the property market, the domestic policy outlook and President B...
2023-05-0221 minBeyond MarketsSell in May and go away in 2023?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Most investors are aware of the old adage, “Sell in May and go away”. But where does this saying come from and is it really that straightforward? In this episode of the Beyond Markets podcast, Mensur Pocinci, Head...
2023-04-2711 minBeyond MarketsThe week in markets - The US Economy's Tug of WarThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of The Week in Markets, CNBC’s All America Economic Survey, the Philadelphia Fed’s Manufacturing Index, the Conference Board’s Leading Economic Index, and credit availability to small businesses all suggest an imminent recessi...
2023-04-2515 minBeyond MarketsRefresh of Market Outlook 2023 - #Spring CleaningThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode we will be revisiting Julius Baer's views on Market Outlook 2023 and discussing how to position portfolios in this everchanging market environment. This episode is presented by Yaw Shin Wong, Equities Specialist at Ju...
2023-04-2008 minBeyond MarketsThe week in markets - April is a good month for stocksThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of The Week in Markets, Julius Baer Investment Analyst Jen-Ai Chua reminds us that April is historically a good month for stocks. Good Q1 earnings by American banking heavyweights certainly support this view. A p...
2023-04-1809 minBeyond MarketsHow to select bonds in a challenging environmentThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Bonds have been hitting headlines for all the wrong reasons of late. In 2022 we saw a fall in bond prices with the accompanying substantial rise in yields. And in 2023 we’ve seen Silicon Valley Bank collapse following its...
2023-04-1215 minBeyond MarketsThe week in markets - divergence in focusThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, we focus on the divergence of the equity and interest rate markets in pricing the economic outlook especially in the US, and the resulting investment implications. We think the short end of the curve is...
2023-04-1108 minBeyond MarketsThe week in markets – Five things to note in the marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, we discuss five things to note. Firstly, we will review how the market has been doing. Second, we check out what investors have been buying and selling. Thirdly, we explore why digital assets have d...
2023-04-0408 minBeyond MarketsIn Conversation with GROW: Will the China market rally continue after the recent pullback?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In the first episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss our outlook for the China market and consider the impact from recent developments in major sectors (such as p...
2023-04-0318 minBeyond MarketsLeadership Voices – Hear about Leadership Development at Julius BaerThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Listen to this fascinating conversation between Robert Hooijberg, Professor of Organisational Behaviour at IMD, and Marianne Schenk, Global Head of Leadership Development at Julius Baer & Co Ltd. The Leadership Voices podcast series has been developed by the J...
2023-03-3059 minBeyond MarketsThe week in markets - Banking sector turbulenceThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The epicenter of the banking sector storm, Silicon Valley Bank, was taken over last night by another bank named First Citizens BancShares. Still, the collapse of Silicon Valley Bank is a reminder that only the large American b...
2023-03-2813 minBeyond MarketsDigital assets in the midst of banking turmoilThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What does the recent turmoil in financial markets mean for digital assets? In this episode Manuel Villegas, Next Generation Research analyst, and Alexander Ruchti from the International Wealth Management Solutions Strategy and Innovation team at Julius Baer, t...
2023-03-2728 minBeyond MarketsNext Generation: China takes the driver's seat in the EV raceThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In China, one out of every four cars sold last year was electric. Globally, Chinese electric vehicle (EV) sales represented around 2/3 of total EV sales. What has sparked the phenomenal growth of EV sales in China? Which a...
2023-03-2410 minBeyond MarketsThe growth of AI and what it means for investorsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Everybody’s talking about Artificial Intelligence (AI). In this episode of the Beyond Markets podcast, “The growth of AI and what it means for investors”, Luca Menozzi, Next Generation Research analyst at Julius Baer, shares his thoughts with He...
2023-03-1516 minBeyond MarketsThe week in markets - The SVB challengeThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, we discuss the failure of SVB, including how that happened, what is the regulatory response, and how it affects our investments. This episode is presented by Richard Tang, China st...
2023-03-1409 minBeyond MarketsSpecial D&I Episode: International Women’s Day 2023 #EmbraceEquityThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this special episode celebrating International Women’s Day, we speak with Evangelia (Evie) Kostakis, Group Chief Financial Officer and Member of the Executive Board at Julius Baer about her views on corporate diversity, management, leadership and wom...
2023-03-0719 minBeyond MarketsThe week in markets - interest rate fears are vastly exaggeratedThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, we discuss about core personal consumption expenditures rising 4.7% year on year in January, higher than both the December reading and economist expectations. Economic data from durable goods orders to pending home sales, from Purchasing M...
2023-02-2809 minBeyond MarketsThe week in markets - It's all about inflationThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The economy is evolving in a way that no one expected – none of the January real data hints at the recession lead indicators are showing; in fact the real data has been very strong. With the 2-year tre...
2023-02-2115 minBeyond MarketsThe big economic questionsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Our analysts called the Market Outlook 2023 ‘The year of the cool-down’. This sounds good if we are referencing inflation, but slower economic growth is a different story. In this episode of the Beyond Markets podcast: ‘The big economi...
2023-02-1524 minBeyond MarketsThe week in markets - Central bank loveThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of the week in markets, Julius Baer Equities Analyst Jen-Ai Chua discusses the nomination of Professor Kazuo Ueda as the next governor of the Bank of Japan, and the possible impact of a regime c...
2023-02-1407 minBeyond MarketsThe week in markets - Sentiment swingThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of the week in markets, Richard Tang, Head of Research Hong Kong at Julius Baer, talks about the latest developments in the US and the Chinese markets, where he saw sentiment swinging from one e...
2023-02-0710 minBeyond MarketsChina’s reopening – A tailwind for Asia and the worldThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts It is one of the most significant economic events of 2023. After nearly three years of the world’s strictest Covid-19 containment measures, China recently reopened its international borders, bidding a final farewell to its zero-Covid-19 policy. But how...
2023-02-0620 minBeyond MarketsThe week in markets - The start of the hikeThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of the week in markets, Kelly Chia, Deputy Head of Research Asia at Julius Baer, talks about the top five things investors should keep in mind. These include 1) a review of the market’s per...
2023-01-3109 minBeyond MarketsThe week in markets: Five things to think about this weekThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this edition of the week in markets, Kelly Chia, Deputy Head of Research Asia at Julius Baer, talks about the year-to-date performance of the markets, why we think US inflation will be yesterday’s story and why...
2023-01-1709 minBeyond MarketsSpecial D&I Episode: How to communicate more inclusivelyThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Language and communication can build relationships and forge connections, but it is equally liable for creating barriers and impacting someone’s sense of belonging. When the majority of people at work mindfully practise an inclusive communication style, it...
2023-01-1138 minBeyond MarketsChina’s pandemic u-turnThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets have seen a rally that started with a series of market rumours about a p...
2023-01-1011 minBeyond MarketsEquity strategies for 2023: Quality and Thematic investingThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive s...
2023-01-0617 minBeyond MarketsThe week in markets – 2022 in reviewThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 2022 will go down in financial history as an exceptional year in which almost all assets lost value. Join Julius Baer Deputy Head of Research Asia, Kelly Chia, as he reviews the year in financial markets and offers a...
2022-12-2009 minBeyond MarketsWhat to consider when investing in private marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of the Beyond Markets podcast “What to consider when investing in private markets”, Simon Ibbitson, Head of Private Markets Fund Distribution at Julius Baer, and Michael Hornung-Moser from Julius Baer’s Private Markets investment team, t...
2022-12-1424 minBeyond MarketsThe week in markets: it all depends on the FedThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this podcast, Julius Baer head of research Asia Mark Matthews discusses the decline in the oil price and its impact on inflation, and how if current market prices were used in the official inflation measure, core i...
2022-12-1314 minBeyond MarketsEuropean private credit – insights and opportunitiesThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Over the past few years, there has been heightened interest in US middle market direct lending and a proliferation of funds investing in the space. But little is known about the European private credit market. In this e...
2022-12-0721 minBeyond MarketsThe week in markets: is China back in the game?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks among other about China’s reopening, room for more price appreciation in Hong Kong’s Hang Seng index, two strong economic datapoints in the US th...
2022-12-0610 minBeyond MarketsThe week in markets: the probability of a recessionThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks about recent comments by some voting members of the Federal Open Market Committee (FOMC) that rates will need to stay high into 2024, the outperformance o...
2022-11-3014 minBeyond MarketsThe week in markets: all quiet on the western frontThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering rally on 11 November. This was on the back of cooler than expected i...
2022-11-2308 minBeyond MarketsKey takeaways from the Q3 earnings seasonThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode of the Beyond Markets podcast “Key takeaways from the Q3 earnings season”, Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, talks to Helen Freer, Investment Writer, about how companies have fared in the Q...
2022-11-1614 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Host Mark Matthews, Head Research Asia at Julius Baer shares the latest market headlines, stories and insights.
2022-11-1509 minBeyond MarketsUS mid-term elections – A post-election analysisThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode Julius Baer expert Mark Matthews, Head Research Asia Pacific, and guest speaker Curtis Chin, former US Ambassador and Chair of the Milken Institute Asia Centre, take a closer look at the US midterm election o...
2022-11-1120 minBeyond MarketsTLAC Bonds: What you should knowThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Total Loss Absorption Capacity (TLAC) Bonds were first introduced in 2015 to ensure that global systemically important banks (G-SIBs) have enough equity and bail-in debt to pass losses to investors and minimise the risk of a government bailout. A...
2022-11-0815 minBeyond MarketsWhat nervous investors should make of financial marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Many investors are anxious, and understandably so, but the current market environment also provides plenty of opportunities. In this episode of the Beyond Markets podcast “What nervous investors should make of financial markets”,Diego Würgler, Head of Inv...
2022-11-0222 minBeyond MarketsThe week in markets – CIO Asia UpdateThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this special episode of the week in markets, Bhaskar Laxminarayan, CIO Asia Pacific and Mark Matthews, Head Research Asia Pacific at Julius Baer share the key trends that will shape the economy and markets in t...
2022-11-0109 minBeyond MarketsWhat’s wrong with Gold?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What a year it has been! Financial markets have swung from all-out bullishness to maximum bearishness. Most asset classes equities, bonds, crypto-coins, commodities (except for energy) have all fallen by a fifth or more from their peaks. T...
2022-10-2618 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of market headlines, stories and insights from our Julius Baer experts.
2022-10-2520 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of market headlines, stories and insights from our Julius Baer experts.
2022-10-1810 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of market headlines, stories and insights from our Julius Baer experts.
2022-10-1110 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of market headlines, stories and insights from our Julius Baer experts.
2022-10-0411 minBeyond MarketsThe week in marketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of market headlines, stories and insights from our Julius Baer experts.
2022-09-2710 minBeyond MarketsThe week ahead in markets (19.09.2022)The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Weekly summary of the latest market headlines and relevant insights from our Julius Baer experts.Find out everything you need to know for the week ahead.
2022-09-1917 minBeyond MarketsHow to invest into the year end 2022The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Markets had a lot to digest this year with spiking inflation, aggressive central bank tightening, the Ukraine war and the ongoing pandemic taking a toll on most asset classes. With just under four months left in the c...
2022-09-0812 minBeyond MarketsFuture of Asia Wealth Management: Digital Assets – Unclaimed TerritoryThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Digital Assets are an important consideration for the future of Asia Wealth Management as ever more investors demand new services and solutions. In this episode, we discuss the findings of a comprehensive survey on affluent, high-net worth (H...
2022-08-1818 minBeyond MarketsHealthcare stocks lead the wayThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts One of the structural tailwinds that the healthcare sector is set to benefit from is the sharp rise in the number of people over the age of 65. Historically, the sector tends to do well in stagflationary periods – whi...
2022-08-1017 minBeyond MarketsFuture of Asia Wealth Management – ESG InvestingThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts ESG Investing is an important consideration for the Future of Asia Wealth Management. In this episode, we discuss the findings of a comprehensive survey on affluent and high-net worth (HNW) individuals in the region. What are the a...
2022-07-2023 minBeyond MarketsAsia Real Estate: A good inflation hedge?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In the current economic climate of rising rates along with the prospect of slowing growth, can investors find refuge from inflation in property? Which could perform better? Listed developers, real estate investment trusts (REITs) or physical real e...
2022-07-1316 minBeyond MarketsSpecial D&I Episode: Beyond Markets talks to Gina Battye about creating fully inclusive workplacesThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Gina Battye is a world-renowned Consultant for Psychological Safety and LGBT+ Inclusion. She works with leading global organisations and is a best-selling author. Her 5 pillars of Psychological Safety provide the foundation and building blocks to create fully i...
2022-05-3135 minBeyond MarketsCrypto Matters – Update on Crypto MarketsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Last week saw a shakedown in crypto markets with broad-based drawdowns for many leading tokens driving one of the largest weekly declines in total crypto market capitalisation in recent history. The trigger? The high-profile collapse of algorithmic s...
2022-05-1912 minBeyond MarketsWhat are central banks doing to curb inflation?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Inflation is back with a vengeance and certainly seems to be the topic on everyone lips these days but the term ‘inflation’, while straightforward on its own, comes with a variety of accompanying, and sometimes confusing, jargon. In...
2022-04-2712 minBeyond MarketsFrench Presidential Election – First analysis of the resultsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Emanuel Macron has won France's presidential election, fending off a historic challenge from far-right candidate Marine Le Pen last Sunday. Macron took 58.5% of Sunday's vote, making him the first French leader to be re-elected in 20 years. ...
2022-04-2614 min
Beyond MarketsFrench Presidential Election – First analysis of the resultsEmanuel Macron has won France's presidential election, fending off a historic challenge from far-right candidate Marine Le Pen last Sunday. Macron took 58.5% of Sunday's vote, making him the first French leader to be re-elected in 20 years. What impact will the results have on national and international policy? How did markets react on the surprisingly comfortable outcome for Macron? What is the impact on the Euro in the short and medium term? Will the French never elect a far-right president? And is Macron the new strong leader in the European Union? Find out more in this episode wi...
2022-04-2613 minBeyond MarketsEarth Day 2022: How can we invest in our Planet?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts At Julius Baer, we believe that Sustainability is a journey and not about one day in a year. Nevertheless, Earth Day on 22 April still serves a purpose, with the intent of dedicating one day in a year t...
2022-04-2113 minBeyond MarketsInvesting in private credit – insights and outlookThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts For many years now, global interest rates have been close to historic lows, driving yield-oriented investors to seek alternative sources of income. More recently, as global central banks turned decidedly hawkish and fixed income market volatility spiked, w...
2022-04-2020 minBeyond MarketsChina - A dramatic turnaround, but headwinds remainThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The volatility in the China and Hong Kong markets in the recent weeks has been unprecedented. What are the reasons behind this? And what should investors look out for?In this episode Tom Chen, Investment A...
2022-03-2414 minBeyond MarketsWhat we have learnt from the Q4 2021 earnings seasonThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The Q4 2021 earnings season is slowly but surely coming to an end and has once again caused major market movements. This, along with events currently happening on the global stage have led to a really action-packed start f...
2022-03-0715 minBeyond MarketsOil market update and the Ukraine CrisisThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts After Russia’s dramatic escalation of the Ukraine crisis, oil prices have seen some dramatic moves. Brent oil surged past USD100 a barrel for the first time since 2014.What does the Ukraine crisis mean for fin...
2022-02-2514 minBeyond MarketsWill technology stocks regain their lead?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Over the past decade, the technology sector has massively outperformed the rest of the market. But lately the stock market has soured on the technology industry. Stock prices of many of the largest companies are down this y...
2022-02-2318 minBeyond MarketsSingapore Real Estate Investment Trusts (S-REITs) – Survival of the fittestThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Although it has been rather quiet on the Singapore Real Estate Investment Trusts (S-REITs) front in the past year, there is definitely a case to be made to income investors for a REIT allocation in their portfolio.
2022-02-1610 minBeyond MarketsNon Fungible Tokens (NFTs): Beyond 69 million dollar pixelsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Would you pay USD 69m for a collage of 5000 digital pictures? Well, someone in Singapore did just that and catapulted the small world of Non Fungible Tokens (NFTs) onto the world’s big stage. In 2021, USD 106bn wor...
2022-01-2620 minBeyond MarketsDecentralised Finance (DeFi) - 100 times and beyondThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What if we told you that there is a financial segment that has not just doubled or tripled but grown over 100 times in two years? Enter the world of Decentralised Finance (DeFi), which uses computer algorithms to p...
2022-01-1924 minBeyond MarketsMarket Outlook 2022 – Getting back in shapeThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts What’s in store for investors in 2022 and where should they focus their attention? Our experts believe that we will see the economy “getting back in shape” this year and regarding inflation, they see it slowing down but not...
2022-01-1122 minBeyond MarketsLet’s talk about goldThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts While other asset classes have risen rapidly this year, there has been less talk about gold recently. Compared to 2020, when we saw a breathtaking record-run, 2021 has been much calmer. Gold prices have moved gradually lower. Why have i...
2021-11-2415 minBeyond MarketsFixed income yogaThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Bond markets have been volatile recently, in fact the whole year has been a wild rollercoaster ride for fixed income investors. Uncertainty in the market is at rather elevated levels with inflation threatening to remain high and t...
2021-11-1715 minBeyond MarketsIt’s tapering time for the FedThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts After the Federal Reserve’s (Fed) meeting last week, Chairman Jerome Powell explained that they would start to reduce the pace of asset purchases, a process called tapering. Can the markets withstand this reduction in liquidity? Find out...
2021-11-1012 minBeyond MarketsGlobal education – can it still fix inequality?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Covid-19 has disrupted education on an unprecedented scale and challenged policymakers, governments, schools, and families profoundly. Has education turned into a luxury? Does education still give children a chance to break the cycle of poverty? How can b...
2021-11-0322 minBeyond MarketsClimate Change – Hope, action, changeThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts After a year of extreme weather events and the sobering report from the Intergovernmental Panel on Climate Change (IPCC), all eyes are on the upcoming UN Climate Change Conference, COP26. The need for urgent climate action has n...
2021-10-2714 minBeyond MarketsWhat is driving India's stock markets to new highs?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The panic caused by the Covid-19 pandemic sent the Indian stock market into a tailspin in March 2020, but it also sowed the seeds of the next bull market. With Indian indices reaching new highs, investors are likely t...
2021-10-2016 minBeyond MarketsGerman Federal Election – Results and implicationsThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Germany’s Social Democrats narrowly won Sunday’s national election by 25.7% of the vote, ahead of 24.1% for Merkel’s CDU/CSU conservative bloc. With neither major bloc commanding a majority, and both reluctant to repeat their awkward “grand coa...
2021-09-2812 minBeyond MarketsAsian Property – Will the rally continue?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode our experts talk about the sector that’s been getting investors all excited but keeping policy makers awake at night – Asian property.Asian property markets have remained buoyant through the Covid pandemic and r...
2021-09-2218 minBeyond MarketsMarket Outlook Year-End 2021 – Ample opportunities amid a growth consolidationThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts After a flash recession followed by a strong rebound investors may wonder what is next. Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, Mark Matthews, believe that a mid-cycle slowdown is next but it should o...
2021-09-1531 minBeyond MarketsWill Covid end with the vaccination?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode our expert speakers address the question that has been on everybody’s mind: When and how will the pandemic end? What are the different strategies governments around the world have adopted when tackling the vir...
2021-09-0817 minBeyond MarketsEmerging Markets Showdown: China vs Latin AmericaThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, our Julius Baer experts take a closer look at the two regions Latin America (LatAm) and China. Should Latin America or China, or perhaps both regions, be part of a long-term allocation in your p...
2021-08-1124 minBeyond MarketsMarket Outlook mid-year 2021: more rotation, less directionAs we are about to enter the second half of the year, Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, Chief Investment Officer and Head of Investment Management in Asia discuss Julius Baer’s mid-year outlook in this episode. With the vaccination roll-out continuing across the world, there is finally light at the end of the tunnel. However, resurging Covid-19 cases or vaccination concerns sometimes return and cast an unwelcome shadow over the optimism. In light of these developments, what can we expect in the coming months? And where are the bright spots for investors? Hear from Julius Baer’s le...
2021-05-1826 minBeyond MarketsRise of ESG: Should you care?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Over the last few years, the value of ESG as a key theme for investors has skyrocketed, and this trend is only expected to continue. Although there has been a lot of talk about ESG, many investors a...
2021-04-2517 minBeyond MarketsMarket Outlook 2021: Contain and HealThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts CIO Asia Bhaskar Laxminarayan and Head of Research Asia Mark Matthews review Julius Baer’s key themes for the first trimester, discuss the dynamics in financial markets right now and provide the latest on vaccines and stimulus and the...
2021-02-1126 minBeyond MarketsIs there always a silver lining in precious metal markets?The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts It was a week of turbulence in silver markets. Does this signal longer term volatility for the grey metal or is this merely a short term event? Find out more in this episode with Chris Irwin, Precious M...
2021-02-1112 minBeyond MarketsAll eyes on GoldThe Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 2020 was probably the most exciting year ever in the gold market for Chris Irwin, Precious Metal Trader and Carsten Menke, Head of Next Generation Research at Julius Baer. They explain why in this episode while also looking at w...
2021-01-2618 min