Julius Baer
Beyond MarketsEpisodes
Episodes of Beyond Markets
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In this episode, we examine two key events that moved markets last Friday - China's special ultra-long government bond sale, as well as its surprise announcement of a housing rescue package.This episode is presented by Magdalene Teo, Head of Fi
With large to mega cap stocks frequently dominating the attention of the media and analysts, quality mid-cap stocks often remain under the radar of investors.Quality mid-caps are distinguished by robust management, solid financials, and sustain
In this episode, we talk about how the earnings season in the US is going, some reasons about why Gold is on a tear and what we think about the ongoing China stock rally.This episode is presented by Kelly Chia, Deputy Head of Research, Asia at
"We are not trying to save the planet, we are first trying to save ourselves". Join us as we delve deeper into the origins of carbon credits and their applicability in the climate change scene today.In this episode of the Beyond Markets Podcast
Recent escalating developments in the Middle East conflict appears to have reduced the likelihood of ceasefire. Wage growth in April was its lowest since June 2021, which should mean less inflation. However, the Cleveland Federal Reserve predic
In this monthly China update, our experts examine the factors that drove the recent rally in the Hong Kong stock markets and the outlook ahead for the Chinese economy following encouraging PMI trends. They also look ahead to the upcoming Politb
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 investors. Yves sha
Asian currencies have been roiled by an unexpectedly stronger US Dollar this year, but we do not equate this to the Asian Financial Crisis of 1997. Most Asian countries are better positioned than before to weather currency volatility and tempor
The oil market has remained surprisingly calm despite the recent geopolitical tensions in the Middle East. What are the dynamics at play here? And looking ahead, how might the oil and gas industry evolve as we head into a new era of energy tran
As gold prices hit record highs, we are joined in the studio by Carsten Menke, Head of Next Generation Research, and Chris Irwin, Head of FX and Precious Metals Trading Asia, to discuss the causes and consequences of the metal’s remarkable rall
The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could remain sticky. We look for rate cuts in September, November and December, and for treasury yields
The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But where do we go from here? Will more efficient and better performing chips be enough to satisfy the
The S&P’s performance after “shock events” shows, unsurprisingly, that the ones that caused no damage to the economy had the least impact on the market, and vice versa. The oil price is steady post Iranian attacks on Israel, suggesting the latt
In this monthly China update, our experts analyze the recent depreciation of the Chinese Yuan, the impact of potential quantitative easing on the Chinese economy, how to look at the Chinese EV sector against the backdrop of a volatile Sino-US r
In this episode, we take a look at how equity markets today shape up against the peaks seen at the start of 2022. We also examine investor positioning, and if it’s a good time to buy Japanese stocks.This episode is presented by Kelly Chia (Depu
When it comes to building your investment portfolio, asset allocation is key. For Julius Baer Chief Investment Officer Yves Bonzon, finding an asset allocation breakdown that meets your individual needs and that you can withstand, even in the c
In this episode, we talk about the numbers 21 and 8599 on top of a review of what happened in March, and what we can look forward to in April.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).
Whether it's those who are working in finance or those who are making their own way as investors, women are building confidence – and portfolios. Explore the investment strategies that women have, why stereotypes of how they manage wealth are o
With many stock market indices having hit record highs in the first quarter of 2024, it is timely to look at some of the factors our analysts take into account when selecting their preferred stocks. Besides looking at the development of individ
In this episode, we examine the recent central bank actions and review the asset market moves. In particular, we discuss our latest views on two popular funding currencies - the Japanese Yen and the Swiss Franc, how to think about the Japanese
Bitcoin has been getting plenty of attention so far this year and with the halving expected in around a month’s time, that is not expected to change. In this episode of the Beyond Markets podcast, Helen Freer, Investment Writer, talks to Manuel
A sequential rise in February core inflation is not cause for concern, as it is due to “residual seasonality”, an auto insurance outlier, and residential real estate which will come down. The S&P 500 index’s positive return in each of the last
In this episode, we talk about why we are still positive on Japanese stocks despite key indices retreating from all-time highs.This episode is presented by Cheng Hin Saw, Head of Equities Specialists Asia, and Kelly Chia, Deputy Head of Researc
In this Next Generation episode of Beyond Markets Damien Ng, Next Generation Research Analyst at Julius Baer, and Laurenz Kellenberger, Chief Scientific Officer at Basilea, join us to discuss antimicrobial resistance, its causes, and its potent
Employment data suggests slower wage inflation and overall inflation ahead, and therefore lower interest rates. The S&P is up 26% since its interim low in October 2023, the same return as all of 2021, but in a third the time. A change pf key pe
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