Shows
Beyond MarketsThe Week in Markets: Markets rebound as US softens its toneUS 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 activity indicators point to renewed contraction in regional manufacturing activities, and polls conducted by ABC News and The Washington Post revealed that 64% of respondents disapprove of the Trump tariffs, and 7 in 10 believe that the tariffs will lead to higher inflation.Against this backdrop, Julius Baer now expects two 50 bps rate cuts for the US, and have raised...2025-04-2806 minBeyond MarketsWater: Too little and too muchIn 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 societal and investment perspective? We are joined by Carsten Menke and Maeve Timoney from Julius Baer’s Next Generation Research team to answer these questions and much more. Hosted by Emily Rookwood, Head of Thought Leadership at Julius Baer. 2025-04-0818 minBeyond MarketsYield Hunting - The role of corporate creditWith 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 sits down with Jonathan Liang, Head of Fixed Income Investment Specialists, Asia ex-Japan at JP Morgan Asset Management and Dario Messi, Head of Fixed Income Research at Julius Baer to break down the top-of-mind issues in fixed income markets and the corporate credit landscape today. Key topics include:(01:42) - How inflation expectations impact credit markets
(04:32) - The outlook fo...2025-02-2718 minBeyond MarketsThe State of Modern PhilanthropyAs 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 grow, increasing numbers of people are dedicating their time and resources to tackling this societal imbalance as generational attitudes to creating impact and having social purpose are changing. This episode of Beyond Markets features CEO of the Julius Baer Foundation Laura Hemrika discussing the state of modern philanthropy and how people can get involved and is hosted by John Franklin, Marketing Specialist...2024-12-1220 minBeyond MarketsThe Week in Markets – What’s in store for fixed income in 2025?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 longer and Fed funds rate to be above neutral next year. Although it is too early to quantify the consequences of the political shift in terms of trade and fiscal policy, investors now benefit from a better starting point in bond markets. In this episode of Beyond Markets, Magdalene Teo, Head of Fixed Income Asia at Julius Baer, di...2024-11-2505 minBeyond MarketsThe Fed’s rate cut and implications for investorsAt 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 podcast, David Kohl, Chief Economist at Julius Baer, and Mischa Anand, Julius Baer’s Head of Advisory in Zurich, talk to Helen Freer about the significance of the Fed’s latest interest rate decision, what it means for the economy and the implications for investors.00:39 – Introduction to the topic and the speakers01:10 – Was a 50bp cut by the Fed appropria...2024-09-2325 minBeyond MarketsHow we Manage Money: Performance and RiskJulius 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 investors. Yves shares how we analyze and assess performance, how to avoid "bad" performance and what "healthy" performance looks like, especially in a volatile market. He also talks about the risks involved with performance, how we mitigate those risks, and how he measures his success as a CIO.2024-05-0217 minBeyond MarketsIs Sustainable Investing Beneficial for Investors?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 elaborate on success cases of companies that have transitioned into more sustainable business models.Tune into this insightful episode featuring Isak Ahlbom, Head of Sustainable Investment Methodology in Switzerland, along with Laura Wong, Fixed Income Specialist in Singapore, to find out more.(00:43) - Introduction(01:26) - Is Sustainable Investing still relevant for investors?(03:07) - What’s our take on news of...2024-02-1317 minBeyond MarketsBiotechnology valuations are getting cheaper: What are the emerging opportunities?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 in the sector as well as the potential for M&A. Learn more in this discussion with Julius Baer experts Yaw Shin Wong, Equity Specialist Asia and Fabian Wenner, Healthcare analyst for Julius Baer Research.Chapters(01:01) - Review of recent performance of sector
(02:30) - Fabian’s current take on biotech
(03:02) - Are fundamentals for biotech intact?
(05:30) - Clinical tr...2023-11-0111 minBeyond MarketsStaying ahead of the Curve – Investing today, into the “Winners of Tomorrow”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 the “Winners of tomorrow”? How can we harness the megatrends of today to deliver investment returns? Find out more in this episode.Speakers: Serene Chua, Mandate Advisor, Julius Baer Singapore Jiazhi Chen, Head of Next Generation Investment Solutions, Julius Baer Zurich2023-09-2711 minBeyond MarketsEmpowering Communities – Tackling Poverty in Singapore with Beyond Social ServicesIn 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 state of poverty in a wealthy nation like Singapore? How does Julius Baer collaborate with local partners to give back to society? What are BSS’ success stories? And how can our listeners get active and support BSS as volunteers? Find out more in this episode with guest speakers Ranganayaki Thangavelu, Deputy Executive Director, and Shariffah Nureza Binte Syed Ayoub Alsagoff, Community Worke...2023-08-2515 minBeyond MarketsThe Week in Markets - Looking for AlternativesIn 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 Buffet’s recent investments and the Tokyo Stock Exchange’s reform initiatives, some optimistic investors see Japan as a new investment idea in addition to the existing positions in the US. What does Julius Baer think about the Japan market and what is the best way of implementation? This episode is presented by Richard Tang, China strategist and Head of Research...2023-05-1607 minBeyond MarketsThe Week in Markets - The last rate hike has happenedIn 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 has identified six regional banks with structural weaknesses, but none have assets in excess of $100 billion (Silicon Valley Bank had $209 billion in assets), and a proposed increase in the federal government guarantee of for business deposits appears to have calmed nerves. The Federal Reserve’s interest rate hike last week was probably the last of this cycle. Chairman Jerome Powell said that in...2023-05-0909 minBeyond MarketsRefresh of Market Outlook 2023 - #Spring CleaningIn 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 Julius Baer.2023-04-2007 minBeyond MarketsLeadership Voices – Hear about Leadership Development at Julius BaerListen 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 Julius Baer Academy. The continued development and support of leaders is important for the success of Julius Baer. In this episode, Robert Hooijberg shares key insights and discusses various aspects of leadership and of building a successful leadership culture. The Focus points are:Are leaders born or made?Building a leadership cultureThe Principles of Adaptive LeadershipHow can l...2023-03-3058 minBeyond MarketsDigital assets in the midst of banking turmoilWhat 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, talk to Bernadette Anderko, Investment Writer, about the role of digital assets within the financial landscape and what the recent turmoil means for the asset class.2023-03-2728 minBeyond MarketsNext Generation: China takes the driver's seat in the EV raceIn 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 aspects of EVs make consumers prefer them over traditional vehicles? What are the latest developments in this space? Find out in this episode with Tom Chen, Head Investment Advisor Singapore, and Louis Lee, Equity Research Analyst at Julius Baer.2023-03-2409 minBeyond MarketsThe growth of AI and what it means for investorsEverybody’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 Helen Freer, Investment Writer, on what impact AI is likely to have on society and what sectors are set to benefit from the growth in AI.1:03 What does AI actually refer to?3:41 Could AI remove the need for certain jobs?4:52 Is there anything that might hinder the growth of AI?6:14 What is ChatGPT?7:37 Will ChatGPT disrup...2023-03-1516 minBeyond MarketsThe week in markets - The SVB challengeIn 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 strategist and Head Research Hong Kong at Julius Baer. 2023-03-1409 minBeyond MarketsSpecial D&I Episode: International Women’s Day 2023 #EmbraceEquityIn 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 women empowerment. Evie also shares insights into her personal and career journey. This episode is moderated by Pearlyn Wong, Head Investment Promotion & Solutions Asia.2023-03-0719 minBeyond MarketsThe week in markets - interest rate fears are vastly exaggeratedIn 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 Managers indices to consumer sentiment surveys, have all been higher than expected.Julius Baer economist David Kohl has revised our estimate for US GDP growth this year from 0.9% to 1.9%, and from no more rate hikes, he now expects 25 basis points each in the March and May Fed meetings. Higher rates have an impact on economic activity over...2023-02-2809 minBeyond MarketsThe week in markets - It's all about inflationThe 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 treasury back at 4.7%, just below its November high of 4.8%, risk free assets are giving stocks a run for their money.If bond yields continue to rise, stocks will give up all their gains. If bond yields go down, stocks will go up. It all hinges on inflation. Gas prices down 50% tell us February’s inflation will be down over Janu...2023-02-2114 minBeyond MarketsThe big economic questionsOur 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 economic questions’, David Kohl, Chief Economist at Julius Baer, talks to Bernadette Anderko, Investment Writer, about what he sees as the big topics for investors now, including interest rate expectations, recession likelihoods, cooling labour markets, and the impact of China’s reopening on the rest of the world.2023-02-1524 minBeyond MarketsThe week in markets - Central bank loveIn 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 change on forex markets and Japanese equities. Across the Pacific, the release of the January inflation print in the US will either confirm or detract from the disinflationary narrative currently perpetuated by markets, with implications for future Fed funds rate decisions, the direction of bond yields and asset prices. The Julius Baer house view is for a pause in central bank rates...2023-02-1406 minBeyond MarketsThe week in markets - Sentiment swingIn 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 end to another without significant changes in the fundamentals. He suggests investors to focus on the big picture, where US remains to be the core asset while the trade in China will likely extend for a few more months. He also recommends Asia telecom stocks to income investors given their dividends and defensiveness. Lastly, regarding the Adani Group saga in India, he ar...2023-02-0709 minBeyond MarketsChina’s reopening – A tailwind for Asia and the worldIt 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 will China’s decision to end its zero-Covid-19 policy impact our world? Amid concerns of a growth slowdown, the expectation of a recovery in Chinese consumption comes at an opportune moment for the global economy. In this podcast episode Richard Tang, Head of Research Hong Kong at Julius Baer talks to Hong Hao, Partner and Chief Economist at GR...2023-02-0619 minBeyond MarketsThe week in markets - The start of the hikeIn 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 performance, 2) what investors have been buying with the strong rally we’ve seen so far, 3) why digital assets have done so well, 4) the upcoming Fed meeting on 1 February and 5) finally we check in on how Japan has been doing as a travel destination after its reopening.Tune in to find out more. Thank you a...2023-01-3109 minBeyond MarketsThe week in markets: Five things to think about this weekIn 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 the Japanese Yen is strengthening against the US dollar. He will also touch on the hype around the IA bot called ChatGPT and the second edition of the Avatar movie, which is set to break all records.2023-01-1708 minBeyond MarketsSpecial D&I Episode: How to communicate more inclusivelyLanguage 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 positively affects the work culture and environment, and people feel a greater sense of belonging.In this special Diversity & Inclusion (D&I) episode of our Beyond Markets Podcast, host Hannah Wise, Business Journalist at Julius Baer talks to Natalie Wilkins, Co-CEO of Thriving Talent, a Swiss-based D&I consultancy, to learn more about the importance of inclusive communication an...2023-01-1137 minBeyond MarketsChina’s pandemic u-turnThe 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 potential reopening in early November last year. What has really triggered this significant turnaround? Will the rally continue? And what sectors are most likely to outperform?In this episode of the week in markets, Richard Tang, Head of Research Hong Kong and China Strategist at Julius Baer, takes a closer look at China and shares his market view.2023-01-1010 minBeyond MarketsEquity strategies for 2023: Quality and Thematic investing2022 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 surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their earnings forecasts for this year. How should investors then approach equity investing this year? Our research experts believe that Quality investing as an investment style will outperform going into 2023. The Next Generation theme of Energy Transition also looks promising.We speak...2023-01-0617 minBeyond MarketsThe week in markets – 2022 in review2022 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 an outlook on what investors can expect in 2023.2022-12-2008 minBeyond MarketsWhat to consider when investing in private marketsIn 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, talk to Helen Freer, Investment Writer. They discuss some of the main characteristics of private equity, how it differs from investing in public equities and what investors should think about when considering making an allocation to private markets.2022-12-1423 minBeyond MarketsThe week in markets: it all depends on the FedIn 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 inflation would be at around 3%. They are sure to show up in due time. Whether the US avoids a recession or not depends in large part on the Fed. We think it can avoid one if the rate hike on Wednesday is the last in this cycle, which happens to be our view. Consolidation in the S&P after the 14% gain in...2022-12-1314 minBeyond MarketsEuropean private credit – insights and opportunitiesOver 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 episode Cheryl Tan, Head of Fund Specialists Asia at Julius Baer and guest speaker Paulo Eapen, Head European and APAC Private Credit at Blackstone Credit, take a closer look at the more nascent European private credit market, share their insights and discuss investment opportunities in the European direct lending space. Is the investment case for European private credit still valid given the...2022-12-0721 minBeyond MarketsThe week in markets: is China back in the game?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 that suggest if there is a recession next year, it would be a mild one and why we do not expect a recession. Since 1950, December is the month of the year the S&P is most likely to have a positive return, with 1.4% on average.2022-12-0610 minBeyond MarketsThe week in markets: the probability of a recessionIn 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 of the Dow Jones Industrial Average, the Philadelphia Fed’s survey of professional forecasters showing the probability of a recession over the next 12 months, at 43%, the conundrums Arthur Burns faced when he was chairman of the Federal Reserve from 1970 to 1978, the difficulties China is facing in adjusting its zero-Covid policy, and a very rare signal that suggests the Hong Kong stock market co...2022-11-3014 minBeyond MarketsThe week in markets: all quiet on the western frontIn 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 inflation numbers in the USA. Topics covered: Upcoming data points to watch out for, The probability of Recession, Hedging against inflation with defensive sectors eg Healthcare and Staples, Yield Curve inversion, COP272022-11-2308 minBeyond MarketsKey takeaways from the Q3 earnings seasonIn 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 Q3 earnings season and how investors have reacted.2022-11-1613 minBeyond MarketsThe week in marketsHost Mark Matthews, Head Research Asia at Julius Baer shares the latest market headlines, stories and insights.2022-11-1508 minBeyond MarketsUS mid-term elections – A post-election analysisIn 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 outcome and discuss some key topics. What will be the fate of President Joe Biden’s agenda? What effects will the election results have on the economy and investors' portfolios? How likely is a 2024 comeback by former President Donald Trump? Listen now to find out more.2022-11-1119 minBeyond MarketsTLAC Bonds: What you should knowTotal 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. As TLAC bonds are getting increasing focus from investors lately, our experts explain their key features as well as the risks related to investing in these instruments. They’ll also give a brief background on how they came about after the 2007-2009 Global Financial Crisis. Learn more in this episode with Marian Mak, Head of Asia Fixed Income Specialists in Hong Kong an...2022-11-0815 minBeyond MarketsWhat nervous investors should make of financial marketsMany 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 Investment Advisory at Julius Baer, talks to Helen Freer, Investment Writer, about how a disciplined strategy for the long-term is key.2022-11-0222 minBeyond MarketsThe week in markets – CIO Asia UpdateIn 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 the longer-term.The week in markets brings you weekly updates on the latest market headlines, stories and insights from our Julius Baer experts.2022-11-0108 minBeyond MarketsWhat’s wrong with Gold?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. This should have been the perfect environment for Gold to shine – but it didn’t. What explains the behaviour of the Gold market? What can investors expect looking ahead? Find out more in this episode with our experts Carsten Menke, Head of Next Generation Research and Chris Irwin, Precious Metals Trader at Julius Baer.2022-10-2618 minBeyond MarketsThe week in marketsWeekly summary of market headlines, stories and insights from our Julius Baer experts.2022-10-2519 minBeyond MarketsThe week in marketsWeekly summary of market headlines, stories and insights from our Julius Baer experts.2022-10-1810 minBeyond MarketsThe week in marketsWeekly summary of market headlines, stories and insights from our Julius Baer experts.2022-10-1109 minBeyond MarketsThe week in marketsWeekly summary of market headlines, stories and insights from our Julius Baer experts.2022-10-0410 minBeyond MarketsThe week in marketsWeekly summary of market headlines, stories and insights from our Julius Baer experts.2022-09-2710 minBeyond MarketsThe week ahead in markets (19.09.2022)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 2022Markets 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 calendar year, what are our experts’ views on what to expect? Find out more in this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia and Kelly Chia, Deputy Head Research Asia at Julius Baer.2022-09-0811 minBeyond MarketsFuture of Asia Wealth Management: Digital Assets – Unclaimed TerritoryDigital 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 (HNW) individuals and wealth management firms in the region. What products and services are investors demanding? What are their concerns? Why are financial institutions holding back despite this market opportunity? And what is key to succeed in this unclaimed territory?Find out more in this episode with our experts Nam Park, Head of Strategy and Business Operations Singapore at Julius...2022-08-1818 min
Beyond MarketsFuture of Asia Wealth Management: Digital Assets – Unclaimed TerritoryDigital 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 (HNW) individuals and wealth management firms in the region. What products and services are investors demanding? What are their concerns? Why are financial institutions holding back despite this market opportunity? And what is key to succeed in this unclaimed territory?Find out more in this episode with our experts Nam Park, Head of Strategy and Business Operations Singapore at Julius...2022-08-1818 minBeyond MarketsHealthcare stocks lead the wayOne 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 – which is the overriding concern for financial markets today. Are healthcare stocks a safe harbour for portfolios in these turbulent times? Find out more in this episode with our experts Guy Bettschart, Healthcare Analyst and Yaw Shin Wong, Equities Specialists Asia at Julius Baer.2022-08-1017 minBeyond MarketsFuture of Asia Wealth Management – ESG InvestingESG 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 attitudes, needs and wants of Asia wealth management clients towards ESG investing? What kind of ESG investment products and wealth management services are most in demand? And what is the opportunity set for wealth management firms in the region?To find out more, listen to this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia at Julius Baer and David...2022-07-2023 minBeyond MarketsAsia Real Estate: A good inflation hedge?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 estate? Commercial or residential? What are some of the risks investors should be aware of?Tune in, as we discuss all this and more with Asia real estate specialist, Chua Jen-Ai, Research Analyst at Julius Baer.2022-07-1315 minBeyond MarketsMarket Outlook Mid-Year 2022 – The price of getting ahead of the curveOur experts believe there are many conflicting factors at work at the moment but that overall, we are not heading for a recession.
To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2022: The price of getting ahead of the curve”, where our Head of Research, Christian Gattiker, and our Head of Research Asia, Mark Matthews, discuss what investment opportunities lie ahead with Helen Freer, Investment Writer at Julius Baer.2022-06-1619 minBeyond MarketsSpecial D&I Episode: Beyond Markets talks to Gina Battye about creating fully inclusive workplacesGina 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 inclusive workplaces – a concept that is being used around the world. In this special Pride Month episode, Gina explains why it is so important to bring your true self to work and how leaders can encourage it by creating the right conditions. What can we do as individuals to be more inclusive and create a positive working environment, for us and our co...2022-05-3135 minBeyond MarketsCrypto Matters – Update on Crypto MarketsLast 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 stablecoin Terra USD (UST) which led to a general loss in confidence in the broader crypto ecosystem, further denting already low sentiment in the digital assets space. What are the implications of these developments? How does this change the outlook for this emerging asset class? Listen now to find out more, in this timely episode with Julius Baer experts Nicolas de Skowronski...2022-05-1912 minBeyond MarketsResilient companiesWe know that investing in equities should pay off in the long run, but we also know that equities can be very volatile over a shorter period of time. In this episode of the Beyond Markets podcast: ‘Resilient companies’, Philipp Lienhardt, Head of Equity Research at Julius Baer, talks to Helen Freer, Investment Writer, about some of the challenges facing companies at the moment, and then about what it is that makes some companies particularly resilient to any challenging market developments.2022-05-0415 minBeyond MarketsWhat are central banks doing to curb inflation?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 this first Beyond Markets episode produced in the UK, our Julius Baer’s experts in London, Dawn Li Wan Po, Senior Portfolio Manager, and Felicity Selcoe, Senior Investment Advisor, focus on what central banks have been doing in response to the recent inflation spikes and help demystify the so-called ‘neutral rate of interest’.2022-04-2711 minBeyond 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 with ou...2022-04-2613 minBeyond 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?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 towards public recognition and respect of the environment.This year’s Earth Day theme is Invest in Our Planet. Why should we invest in our Planet? One word – Scarcity. In particular, resource scarcity, which is the result of a rapidly growing global population with a huge appetite for natural resources. Two investment themes that directly relate to scarcity are Clean ener...2022-04-2112 minBeyond MarketsInvesting in private credit – insights and outlookFor 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, we saw a surge of interest in private credit related investments.In this episode Cheryl Tan, Head of Fund Specialists Singapore at Julius Baer speaks to Dwight Scott, Global Head of Blackstone Credit at Blackstone. What are the benefits of investing in private credit? And what should investors consider before investing? Find out more in this episode.2022-04-2019 minBeyond MarketsHydrogen – part of the future energy system?Most people would agree that climate change is a very serious issue. Could hydrogen be part of the solution? In this episode of the Beyond Markets podcast: ‘Hydrogen – part of the future energy system?’, Roberto Cominotto, research analyst at Julius Baer, talks to Helen Freer, Investment Writer, about the hydrogen market, to what extent green hydrogen could play a part in tackling climate change, and how investors could gain exposure to the theme.2022-04-0619 minBeyond MarketsChina - A dramatic turnaround, but headwinds remainThe 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 Advisor in Singapore talks to Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer. How long will the recent rebound last? How about property? And what about the internet sector?Find out more in this Beyond Markets Podcast episode.2022-03-2413 minBeyond MarketsWhat we have learnt from the Q4 2021 earnings seasonThe 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 for 2022.At first glance, Q4 numbers were generally better than expected. However, worries about inflation and the situation in the Ukraine have no doubt clouded visibility going forward. In this episode our Julius Baer experts Philipp Kraemer, Equities Specialist in Zurich and Yaw Shin Wong, Equity Specialist Asia in Singapore share their insights and key takeaways from this e...2022-03-0714 minBeyond MarketsTen of the biggest mistakes during a market crash or correctionMarkets can certainly be bumpy at times, and when they’re falling, investors would love to know if they’re witnessing a brief correction, or if it is the beginning of a market crash. Of course that’s something that nobody can know for certain, but in a scenario like this there are some behaviours that, although may be tempting, often turn out to be mistakes.
Massimiliano Fidanza, Investment Partner at Julius Baer, discusses ten of these with Helen Freer, Investment Writer, in our latest episode of the Beyond Markets podcast: “Ten of the biggest mistakes during a market crash or corre2022-03-0415 minBeyond MarketsTechnical analysisWhat exactly is technical analysis, why is it important and how does it differ from fundamental analysis?
To start with, technical analysis is based on three key assumptions:
1) the market discounts everything,
2) price movements follow trends, and
3) history tends to repeat itself.
To find out more about how it works, listen to our latest episode of the Beyond Markets podcast: ‘Technical Analysis’, where Mensur Pocinci, our Head of Technical Analysis at Julius Baer, talks to Helen Freer, Investment Writer.2022-03-0217 minBeyond MarketsOil market update and the Ukraine CrisisAfter 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 financial markets and in particular for oil prices? How will oil and gas supply be affected? Looking beyond the short-term, what are the global demand and supply drivers for oil markets? What are the secular trends?Learn more in this episode with our Julius Baer experts Norbert Ruecker, Head of Economics & Next Generation Research and Pearlyn Wong, Head of Investment Pr...2022-02-2513 minBeyond MarketsWill technology stocks regain their lead?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 year. Will technology stocks regain their lead? Or will they continue to lag?In this episode our experts take a closer look at the US equity market and more specifically, the US technology sector. They will also address themes like the Metaverse, cloud computing and artificial intelligence.Should investors own technology companies that could monetize these trends? What...2022-02-2318 minBeyond MarketsSingapore Real Estate Investment Trusts (S-REITs) – Survival of the fittestAlthough 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.What strategy is best suited for investors looking to gain exposure to the sector? How can investors mitigate risks in their REIT investments? And what impact would a potential hike in the goods and services tax (GST) in Singapore have on the sector?Learn more in this episode titled “S-REITs – Survival of the fittest” with our Julius Baer expert...2022-02-1609 minBeyond MarketsLooking for Alternatives to Fixed IncomeIn a world with historically low interest rates where trillions of bonds are yielding less than zero, the environment is a challenging one for fixed income investors – to maintain the yield that they are accustomed to, they often need to take on more risk. So, what can fixed income investors do?
To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Looking for Alternatives to Fixed Income’, where our expert Adrienne Jaersvall, Head of Alternative Fund Sales at Julius Baer, talks to Helen Freer, Investment Writer.2022-02-0217 minBeyond MarketsNon Fungible Tokens (NFTs): Beyond 69 million dollar pixelsWould 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 worth of these electronic pictures were transacted. To put things in perspective, the global traditional art/antiques market hit about USD 50bn sales in the entire 2020. Is there really value in these digital pictures or is this a big bubble waiting to burst?To find out more, listen to our latest episode of Beyond Markets: “Non Fungible Tokens (NFTs): Beyond 69 mill...2022-01-2619 minBeyond MarketsDecentralised Finance (DeFi) - 100 times and beyondWhat 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 provide financial services that mimic what the financial industry today is offering. This ranges from lending, borrowing, insurance to derivatives. Who would have thought that computer programs could become the best asset gatherers in the finance industry? Here are some amazing numbers: The funds that have flooded into DeFi have grown from USD 653m at the start of 2020 to USD 245bn at...2022-01-1923 minBeyond MarketsDecentralised Finance (DeFi) - 100 times and beyondWhat 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 provide financial services that mimic what the financial industry today is offering. This ranges from lending, borrowing, insurance to derivatives. Who would have thought that computer programs could become the best asset gatherers in the finance industry? Here are some amazing numbers: The funds that have flooded into DeFi have grown from USD 653m at the start of 2020 to USD 245bn at...2022-01-1923 minBeyond MarketsMarket Outlook 2022 – Getting back in shapeWhat’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 falling to pre-crisis levels. Equities remain our asset class of choice but the tide will not lift all boats anymore – selective exposure to the dominant themes in 2022 will make the difference and stock selection will be crucial.To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook 2022 – Getting back in shape’, where our Head of Re...2022-01-1121 minBeyond MarketsLet’s talk about goldWhile 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 investors been staying on the sidelines?The virus has had much less impact on gold this year, and it seems like precious metal markets have started to live with it. Nevertheless, 2021 came with quite a few surprises for investors, most notably inflation. Is this now the big thing for gold investors? What if the US Federal Reserve tightened monetary policy...2021-11-2414 minBeyond MarketsFixed income yogaBond 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 the markets watching out for a policy mistake by the most important central bank, the US Federal Reserve. So, what’s in store for fixed income investors over the coming months and which segments of the market may perform best?To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Fixed income yoga’, where our experts Markus...2021-11-1714 minBeyond MarketsIt’s tapering time for the FedAfter 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 more in this episode.Since Covid hit the United States in March last year, the Fed had been purchasing USD 120 billion a month in securities. It plans to reduce these purchases by USD 15 billion each month starting from this December. Powell noted that the asset purchases had been a critical tool supporting the economy and the markets. However it was ti...2021-11-1012 minBeyond MarketsGlobal education – can it still fix inequality?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 basic education be guaranteed during the health crisis? Why are highly-priced Anglo-Saxon universities still sought after? What should investors take note of when investing in the education sector? Dr Damien Ng, Executive Director and Research Analyst for Julius Baer's Next Generation Research department, answers these questions and more in this episode, hosted by Sharon-Anne Wilcox from Content Management at Julius Baer in...2021-11-0321 minBeyond MarketsClimate Change – Hope, action, changeAfter 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 never been more critical and time is running out faster than anticipated. The potential cost of inaction could be 3% of GDP lost each year by the end of this decade and will significantly impact future corporate earnings. This is the last decade for the world to transition to net zero emissions. Expectations are high for COP26, where nations will update their emissions...2021-10-2714 minBeyond MarketsWhat is driving India's stock markets to new highs?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 to have a lot of questions. What are the driving factors for this market? How long will the current bull market last? What is long-term outlook for India? Which sectors look promising? To find out, listen to our experts Rupen Rajguru, Head of Equity Investment and Strategy at Julius Baer India and Mark Matthews, Head of Research Asia.2021-10-2016 minBeyond MarketsGerman Federal Election – Results and implicationsGermany’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 coalition” of the past four years, the most likely outcome is a three-way alliance led by either the Social Democrats or Merkel’s conservatives.What coalition will form the next government? Can the new government deliver on the most important topic in the election – climate change? Who will be the next Chancellor? What do the election results mean f...2021-09-2812 minBeyond MarketsDeutschland hat gewähltDie Deutschen Sozialdemokraten haben die Wahlen in Deutschland mit knapp 26% der Stimmen vor der CDU/CSU mit 24.5% der Stimmen gewonnen. Nach den aktuellen Ergebnissen ist eine Mehrheit im neuen Bundestag nur in einer Dreier-Koalition unter Beteiligung der Grünen und der FDP möglich, da die zwei größten Parteien eine Große Koalition kategorisch ablehnen. Welche Koalition wird die künftige Regierung stellen? Wer wird Kanzler? Wird der Klimaschutz nun vorangetrieben? Werden jetzt die Steuern erhöht? Was bedeutet der Wahlausgang für die Zusammenarbeit mit der Europäischen Union? Erfahren Si...2021-09-2813 minBeyond MarketsAsian Property – Will the rally continue?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 recovery, defying predictions of a collapse in capital values and rents. Why has the market defied expectations and gravity? Where are the cities to expect fundamental growth to continue carrying the market to new highs, beyond this initial recovery? At this stage of the cycle, what are the risks investors should be aware of? Is it too late for property investors to g...2021-09-2218 minBeyond MarketsMarket Outlook Year-End 2021 – Ample opportunities amid a growth consolidationAfter 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 offer plenty of opportunities. How should investors be positioned? Will inflation stay? What are the structural trends that go beyond the ups and downs of the economy? Hear from Julius Baer’s leading experts as they discuss what the last quarter of 2021 has in store and explore the investment opportunities that lie ahead.2021-09-1531 minBeyond MarketsWill Covid end with the vaccination?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 virus, and which strategy is the most promising? They discuss the risks and benefits associated with mRNA vaccines and whether they will be effective against the Covid variants, when herd immunity might be reached and when and if we will go back to pre-Covid days. What will the new normal in travel look like? And which are the areas within healthcare that ar...2021-09-0817 minBeyond MarketsEmerging Markets Showdown: China vs Latin AmericaIn 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 portfolio? Find out more about what our experts Esteban Polidura, Head of Americas Advisory & Products, Richard Tang, Head of Research Hong Kong and Cheng Hin Saw, Head of Equities Specialists Asia think. Our Julius Baer experts kick-off their discussion with an economic outlook for the two regions, explain why inflation is a topic of co...2021-08-1123 minBeyond MarketsBlockchain und Kryptowährungen – die Zukunft von Geld und Daten?In dieser zweiten Folge unserer Podcast-Miniserie zu Kryptowährungen diskutieren Martina Kauth, Investment Writer bei Julius Baer, Daniel Liebau, Gründer von Lightbulb Capital, und Alex Ruchti, Research-Analyst bei Julius Bär, über die Grundlagen der Blockchain-Technologie. Sie erklären das Blockchain-Trilemma, ein nützliches Instrument zur Analyse von Blockchain-basierten Plattformen, analysieren das Ökosystem der Kryptowährungen und unterhalten sich zudem über stabile Münzen, die Vorteile von Bitcoin bei der Portfoliodiversifizierung und dezentrale Smart-Contract-Plattformen – die Betriebssysteme für den Handel der Zukunft.2021-07-0227 minBeyond MarketsSpecial D&I Episode: Diversity MattersIn this special Pride Edition episode, Pearlyn Wong, Head of Investment Promotion & Solutions Asia, Dame Inga Beale, former CEO of Lloyd’s of London and women and LGBTQ+ champion, and Dr. Damien Ng, Research Analyst at Julius Baer have an open and thoughtful discussion about Diversity and Inclusion. Why does D&I matter more than ever today? Do D&I investments lead to higher financial and shareholder returns? Is it measurable? Why is leadership so critical to success? Listen now to find out.2021-06-2734 minBeyond MarketsBlockchain and Cryptocurrencies – Contemporary issues and the way forwardIn this final episode Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer touch upon digital asset regulation, so called central bank digital currencies (CBDC) and the important trend of decentralised finance or DeFi. Are regulators really behind-the-curve in the adoption of cryptocurrencies? Should we worry about privacy when central banks issue their own digital money? And is finance about to be disrupted by smart contracts? Find out more in this last episode of our podcast series on blockchain and cryptocurrencies.2021-06-2529 minBeyond MarketsBlockchain and Cryptocurrencies – the future of money and data?In this second episode of our cryptocurrency podcast mini-series Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, Founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer discuss blockchain technology basics and elaborate on the blockchain trilemma – a useful tool to analyse blockchain-based platforms. They also dive deeper into the cryptocurrency ecosystem and converse about stable coins, bitcoin’s portfolio diversification benefits and decentralized smart contract platforms - the operating systems of future commerce.2021-06-2328 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...2021-05-1825 minBeyond MarketsRise of ESG: Should you care?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 are still not fully aware and have a lot of questions. Is it really possible to create a sustainable impact with capital? How can ESG be integrated into investment portfolios? Do ESG focused companies perform better than the others? What are the challenges related to ESG investing? Find out in this Earth Day special episode with Cheryl Anne Tan, Head of Fund...2021-04-2516 minBeyond MarketsMarket Outlook 2021: Contain and HealCIO 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 economic recovery they should bring about.2021-02-1125 minBeyond MarketsIs there always a silver lining in precious metal markets?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 Metal Trader and Pearlyn Wong, Head of Investment Publishing Asia at Julius Baer.2021-02-1111 minBeyond MarketsAll eyes on Gold2020 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 what’s in store for the yellow metal in 2021 and beyond.2021-01-2618 min