Explorez tous les épisodes du podcast Beyond Markets
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| In Conversation with GROW – China's Recent Policy Moves and Market Trends | 05 Sep 2024 | 00:31:33 | |
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 In this monthly China update, our experts analyse recent market movements and their implications for investors. They also discuss China’s property market, the evolving policy framework and its impact on Chinese households, the strengthening of the RMB and resulting currency trades, as well as the latest views on gold and Chinese government bonds.
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| The Week in Markets: Good economic data eases recession concerns | 03 Sep 2024 | 00:07:52 | |
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 Personal consumption expenditure (PCE) inflation rising 2.6% y/y in July is a perfectly acceptable reading for the market. Excluding the notoriously lagged housing component, it would be 2.1%, right where the Federal Reserve (Fed) wants it to be. However, inflation has less relevance for the market now that the Fed has made it clear that its focus is on employment. Initial jobless claims have returned to 230,000, and the Q2 annualised GDP has been revised upwards to 3.0% q/q, both suggesting that the economy is far from entering a recession. The Chinese government may allow homeowners to refinance as much as USD5.4trn of mortgages, which would be good for consumer sentiment. The dollar/renminbi exchange rate has broken an important support line. A rising renminbi tends to lift other Asian currencies. Usually, when money goes into a currency, the assets denominated in that currency see a lift too.
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| Asia turns a corner amid global equity turmoil (Moving Markets) | 06 Aug 2024 | 00:14:46 | |
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 This is a special update from Julius Baer's partner show, Moving Markets. Listen to our daily updates on Moving Markets at the links below: After the global stock-market rout accelerated yesterday, with losses cascading across tech shares and Japanese equities crashing by the most in over a decade, Japanese stock indices have staged a turnaround and are leading gains in Asia today. In today’s special episode, Christian Gattiker, Head of Research, shares his insights into the latest equity market developments and how he see things going forward. Manuel Villegas, Next Generation Research, provides us with an update on digital assets and talks about the prospects of a Trump trade. 00:00 Introduction by Helen Freer (Investment Writing) 00:27 Markets wrap-up by Jonti Warris (Investment Writing) 04:40 Equity market developments: Christian Gattiker (Head of Equity Strategy) 09:22 Digital assets update: Manuel Villegas (Next Generation Research) 13:03 Closing remarks by Helen Freer (Investment Writing) Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts. | |||
| The Week in Markets - Situation in Israel unlikely to impact financial markets | 10 Oct 2023 | 00:11:17 | |
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 The situation in Israel is fluid, but so far, the terrorist attacks of October 7 have not escalated into a regional conflict. The United States government wants to avoid high oil prices, especially with an election looming next year. The 10-year treasury yield has fallen from 4.8% prior to the attacks to 4.6% now. On Capitol Hill, the Republicans who control the House want slimmed down individual bills, the Democrats who control the Senate want a big omnibus bill. The latter means more federal government debt. The market may be sending the government a message that more debt means higher treasury yields. Since 1950, more than half of the S&P 500 index’s returns have come in Q4. We see this year as repeating the average, and look for a year end rally. | |||
| D&I x Women@JB Episode: Breast Cancer Awareness Month – A CancerKind Workplace | 04 Oct 2023 | 00:27:25 | |
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 In this special episode, we discuss the challenges of returning to work for breast cancer survivors and how organizations can help to ease the transition back into the workplace. Sue Woodall, breast cancer survivor and founder of LiveWorkCancer sheds light on this complex topic in an open discussion with Pearlyn Wong, Head Investment Content & Campaigns APAC. Chapters
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| The Week in Markets - US rates in focus - higher for longer | 03 Oct 2023 | 00:06:45 | |
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 In this episode, we discuss the rates development in the US and Europe, and the different policy paths that both central banks are likely to take despite weakening consumer sentiments. In Europe, the indicators point to the ECB keeping a Hold in rates owing to very weak sentiment and as credit lending in Europe remains low. In the US, treasury yields jumped after the government shutdown is averted with the focus back on rates. We take stock of weakening consumer sentiment yet solid investment demand and unsustainable fiscal stance. We discuss what’s on the radar that could move US rates this week, which is labor market inputs. Basically, investors would like to see wage data that shows wage growth numbers rolling over while the Federal Reserve would like to avoid a situation where wage spiral is resurfacing again. In a nutshell, higher rates for longer mean a stronger USD against other major currencies. This episode is presented by Magdalene Teo (Head of Fixed Income Research, Asia) | |||
| Staying ahead of the Curve – Investing today, into the “Winners of Tomorrow” | 27 Sep 2023 | 00:11:53 | |
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 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 Zurich | |||
| The Week in Markets - Benchmark treasury yield at 4.46% is competition for stocks | 25 Sep 2023 | 00:16:10 | |
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 The 10 year treasury yield at 4.46% shows the market is not convinced that the inflation fight is done. The dollar likes higher yields, it also likes the fact that Germany’s preliminary September manufacturing PMI is at 39.8, the lowest since the pandemic mobility restrictions of 2020. At 148.4 to the dollar, the yen is it’s lowest since 1990. Bank of Japan Governor Ueda said on Friday "We have yet to foresee inflation stably and sustainably achieve our price target. That's why we must patiently maintain ultra-loose monetary policy". Yet core inflation in Japan is 4.3%, and has been above the 2% price target since May. The fourth quarter is typically the best quarter of the year for the S&P 500 index, with an average return of 3.6%. In years when it rose 10% or more in the first three quarters of the year, the fourth quarter return was on average 4.6%. There are still five days to go before the third quarter ends, but so far this year, the S&P is up 12.5%. | |||
| Panic in the aisles – how secure is our food future? | 20 Sep 2023 | 00:22:35 | |
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 With an ever-growing population and ever-increasing pressures on our agricultural systems, just how secure is our food future? After a summer of wildfires, extreme heat, and Russia’s recent termination of the Ukraine grain deal, food inflation and food security are top of mind. In this episode, Carsten Menke, Head of Next Generation Research at Julius Baer, joins host Emily Rookwood, Head of Publications, to discuss the situation, its causes, and potential solutions. | |||
| The Week in Markets - Relentless move higher in treasury yield | 18 Sep 2023 | 00:14:35 | |
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 At 4.33%, the 10 year treasury yield is just 3 basis points below a new high since 2006. If the yield is the same 15 weeks from now, the treasury’s full-year return will be negative for 2023, for a third year in a row, something that has never happened before. The oil price is up 35% since May, but hasn’t been accompanied by other commodity prices. We find when oil uptrends are not confirmed by the broader complex, they are not sustainable. 80% of Saudi’s production cuts are being offset by increases in other countries. Add to that a peak in oil demand in 2024 as the world transitions to electric vehicles, and we look for oil at $75 a year from now. The S&P’s long-run seasonal average shows the best time to be in the market is the end of the year, and this year the S&P has had a remarkably close fit with the average so far this year. The consensus looks for a 0.2% y/y increase in Q3 earnings, but excluding energy, they could be up 5%. We think the current stock market consolidation will be over by mid-October at the latest, and then there should be a rally into year-end. | |||
| In Conversation with GROW: September Edition | 15 Sep 2023 | 00:28:17 | |
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 In this episode of our monthly China update, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, engages in a conversation with Hong Hao, Partner and Chief Economist at GROW Investment Group (GROW) to discuss recent developments in the Chinese market. Over the past few weeks, there have been some encouraging news on the policy front and positive economic data, which has resulted in a more favourable response from the market. Notably, there have been signs of stabilization, particularly for A-Shares. The question arises: has the market reached its lowest point? Furthermore, the discussion delves into the factors that will contribute to the upward momentum of the market. Tune in to this episode to gain a deeper understanding of these topics and stay informed about the latest updates in the Chinese market. | |||
| Market Outlook – A fresh perspective into year-end | 13 Sep 2023 | 00:17:03 | |
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 2023 is what our analysts labelled the year of the cool-down. It has been a while coming – but inflation has finally started to cool in the major economies. So, what is on the cards now? In this episode of the Beyond Markets podcast: ‘Market Outlook - a fresh perspective into year end’, Norbert Rücker, Head of Macro and Next Generation Research, talks to Bernadette Anderko about what amendments our analysts have made to their financial market outlook in light of events over the summer months and how they see the markets playing out into the year end. 00:32 - Introduction Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts. | |||
| The Week in Markets - New iPhones, higher inflation and scary Septembers | 11 Sep 2023 | 00:06:26 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. This week, we wait for Apple’s launch of new iPhones and watches. Will it be enough to spur people to upgrade their phones? On Wednesday, we will get US inflation data which could make the Fed stay high-for-longer. Finally, September is usually a scary month for investors but in our analysis, this time is likely a good time to buy stocks for the year end. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| In Conversation with GROW – August 2024 Edition | 04 Aug 2024 | 00:31:03 | |
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 In this monthly China update, our experts discuss their key takeaways from China’s Third Plenum and Politburo meeting. They also analyse the effect of recent surprise rate cuts, and the so-called “cash for clunkers” program in boosting consumption. They also discuss the Chinese equity market in the context of an ongoing sector rotation in US tech stocks, strengthening of the Japanese Yen, as well as latest developments in the US-China chip dispute. This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group. | |||
| The Week in Markets - Short Week Short News | 04 Sep 2023 | 00:07:19 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. We expect this week to be relatively quiet as 2nd quarter earnings are out of the way. The next earnings season only starts on 1st October. In the mean time, this week will get some macro data with the US on a short trading week. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| Making wealth last globally – retirement planning | 30 Aug 2023 | 00:21:54 | |
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 What does your dream retirement look like? For many high-net-worth individuals, maintaining your standard of living after stepping back from work is hugely important. In this episode, we’re joined by Gaetano Petrocelli, Head of Wealth Planning Insurance at Julius Baer, to discuss how you can prepare to make your wealth last, whether you retire at home or abroad. | |||
| Unlocking India’s Investment Potential | 30 Aug 2023 | 00:28:12 | |
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 Join us on a journey into the heart of one of the world's most captivating investment landscapes – India. India went from being a USD 280 billion economy 30 years ago to a USD 3.2 trillion economy this year – a tenfold increase. It’s the fifth largest economy in the world, and by the end of the decade it’s forecast to be number three. India is also the fifth largest stock market in the world. A hundred dollars invested in India’s Nifty index 30 years ago, would be 1,600 dollars today. So, what happened in India? Our Julius Baer experts Mark Matthews, Head of Research Asia, and Rupen Rajguru, Head of Equity Investment and Strategy discuss the reasons behind India’s impressive growth story and explore why India is such a compelling investment case today. Tune in to our podcast and embark on a journey of growth and opportunity in India. | |||
| The Week in Markets - Navigating Stock Trends Post Powell's Speech | 28 Aug 2023 | 00:07:59 | |
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 After Jerome Powell’s speech at Jackson Hole on Friday, the futures market’s odds for a rate hike at the September FOMC meeting rose from 18% to 21%, and from 35% to 42% at the November meeting. Yet the Wall Street Journal’s interpretation was largely dovish, noting the phrase “proceed carefully” was used twice. JP Morgan Chase’s card tracker is indicating that August retail sales will likely be down month on month, which would be welcome after July’s big increase. August is on average not a stellar month for the S&P 500 index, nor is September or even October. It’s only in November on average that stocks get lift off into the year end. | |||
| Empowering Communities – Tackling Poverty in Singapore with Beyond Social Services | 25 Aug 2023 | 00:15:49 | |
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 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 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 Worker at BSS.
About JB Cares The JB Cares SG chapter is part of the Bank’s global network of employee/volunteer-led organisations in various locations. The areas of focus are Education, Health and Children, tying in smoothly with the mission and goal of Julius Baer Foundation, which is to reduce inequalities in education, opportunity and wealth. | |||
| Digital Assets - The Bitcoin ETF Saga | 23 Aug 2023 | 00:19:54 | |
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 What could a physically backed Exchange Traded Fund (ETF) mean for digital assets? In this episode, Manuel Villegas, Next Generation Research Analyst, and Philipp Kraemer from the Digital Assets Advisory Team at Julius Baer, discuss the evolving dynamics in the digital assets space, specifically, the role of spot ETFs, a looming supply squeeze, and the regulators’ next moves. | |||
| The Week in Markets - All Eyes on Fed and AI | 21 Aug 2023 | 00:06:39 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. This week, intense scrutiny will be on what central bankers say in Jackson Hole and if Nvidia can keep up the AI frenzy. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| The Week in Markets - Volatility | 14 Aug 2023 | 00:08:18 | |
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 In this episode of The Week in Markets, we examine recent market volatility in both the US and China markets. Specifically we discuss why the rates market sold off and how that may affect US assets, why the current pullback in US equities may be an opportunity to add, and how the latest financing challenge in the Chinese trust industry may hurt sentiment. Last but not least, India stands out as a long-term pick in Asia - we explain why. This episode is presented by Richard Tang, head Research Hong Kong for Bank Julius Baer. | |||
| The Week in Markets: How Should We Think About The Recent Market Correction | 08 Aug 2023 | 00:07:22 | |
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 In this episode, we discuss about why the stock markets are taking a breather, how you can position yourself and what is happening in China’s trade data. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| In Conversation with GROW: August Edition | 07 Aug 2023 | 00:26:36 | |
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 After the recent Politbuero meeting we see policy easing finally picking up. The market is most focused on the housing policy right now, given that the line “homes are for living, not for speculation” has been removed from the Politbuero meeting statement. But what is more interesting, is that for the first time, policymakers acknowledge the changes in the demand-supply dynamics in the Chinese housing market, and the need for more flexible policies. We ask our guest speaker Hong Hao, Partner and Chief Economist at GROW Investment Group (GROW), among other, how challenging the business environment is for small and medium enterprises (SMEs) and what policy help they would need. When considering China policy and the economic outlook, the US policy rate and other factors, should we expect the RMB to rebound further? And with regards to the stock market, will most of the opportunities be in specific themes or sectors in the second half of the year and what are some guiding principles for investors? Find out more in this episode of our monthly podcast series with our China partner GROW and Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer. | |||
| The Week in Markets: A correction inside a bull market | 30 Jul 2024 | 00:12:52 | |
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 When the market goes down, people look for reasons. The one most cited now is the idea that Artificial Intelligence will not be as profitable as expected. With June Personal Consumption Expenditure Price index showing inflation is nicely under control, the Federal Reserve should indicate it will cut rates in September, when it meets this week. History is on the side of the S&P 500 index being nicely higher a year after the first rate cut in a rate cut cycle, as long as there is no recession. We forecast US GDP growth at 2.1% next year. The past 4 economic expansions since the “Great Moderation” began in 1982 lasted on average 103 months, while the current expansion is just 51 months old. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer. | |||
| In Conversation with the Portfolio Manager: Exploring Asian REITs | 04 Aug 2023 | 00:11:08 | |
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 Are Asian Real Estate Investment Trusts (REITs) still relevant today? What are the benefits, opportunities, and challenges? Can Asian REITs still add value to investors’ portfolios? Find out more in this episode with our Julius Baer experts Jia Hao Sng, Head of Mandate Advisory Singapore and Alison Seng, Senior Portfolio Manager of Asia Equities. | |||
| Investing Insights - Giving Credit to Credit Linked Notes (CLN) | 02 Aug 2023 | 00:08:45 | |
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 In this episode we explore Credit Linked Notes and how they play an important role in a diversified portfolio in the current market environment. Listen until the end of this episode to find out what dumplings have in common with Credit Linked Notes. Josiah Leow, Structured Product Specialist at Julius Baer, explains. | |||
| The Week in Markets: Key Events On Our Radar | 31 Jul 2023 | 00:07:25 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. Its full swing into results season with markets grinding to near its all time highs. We also take stock of the jarring decision by the bank of Japan to retune its yield curve control. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| More than a home – the hows and whys of real estate investing | 26 Jul 2023 | 00:15:32 | |
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 We all need somewhere to call home, but aside from residential property, real estate represents an asset class that can hold many varying opportunities for investors. In this episode of Beyond Markets, we speak to Markus Waeber, Head of Indirect Real Estate Advisory & Intelligence. | |||
| Investing Insights - A Closer Look at Private Credit | 25 Jul 2023 | 00:15:58 | |
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 In this episode, Loretta Leung, Fund Specialist at Julius Baer and guest speaker Derek O’Leary, CEO of Global Private Wealth at Blue Owl Capital, take a closer look at the private credit market, explore the behavior of private credit over the course of a market cycle and share their insights on the development of the market. Find out more in this episode. | |||
| The Week in Markets - China Policies | 25 Jul 2023 | 00:08:07 | |
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 In this episode of The Week in Markets, we discuss on the takeaways of the politburo meeting that just concluded, why we think the Chinese market will range-trade, and what are the thematic and sector ideas. This is a busy week for investors because central banks in the US, Europe and Japan are all meeting this week, while large cap US tech stocks are reporting their earnings. We also give a brief overview of each of the events. This episode is presented by Richard Tang, China strategist and Head of Research Hong Kong for Julius Baer. | |||
| How alternative investments can add to your portfolio | 19 Jul 2023 | 00:16:38 | |
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 What exactly do we mean by alternative investments? And why are investors paying more and more attention to them? In this episode of the Beyond Markets podcast, Adrienne Jaersvall, Head of Fund Advisory at Julius Baer, talks to Helen Freer, Investment Writer, to answer these questions. They also discuss various alternative investments including relative value strategies, and Adrienne offers her insights on how investors can incorporate them into their portfolios.
0:56 Why have we been hearing more about alternative investments? 2:44 How can an investor best incorporate alternative investments into their portfolio? 3:58 Can alternatives lower the overall risk level of a portfolio? 5:18 How can hedge funds add value to a portfolio? 7:17 Within hedge funds, which strategies do you like at the moment in particular? 7:56 What are relative value strategies? 10:11 How does merger arbitrage work? 11:25 How can relative value strategies protect investors from volatility? 13:20 Why should relative value strategies do well in the current environment? | |||
| The Week in Markets - Broadening Breadth | 17 Jul 2023 | 00:12:16 | |
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 The dollar fell 2.3% last week to below the psychologically-significant 100 level as US inflation numbers continue to go down nicely. Fed fund futures see a 92% chance of a rate hike on July 26, so the market won’t be surprised when that happens. More importantly is September and beyond. Federal Reserve governor Chris Waller (considered the 2nd most hawkish voting member) said last week: “In September if inflation bounces back, we should hike. But if the data looks like we’re making progress - we’ll get 2 more CPI reports - if they look like the last 2, the data would suggest maybe stopping.” Although the S&P 500 Index's 17.5% rise this year may appear excessive, in past years with such strong year-to-date moves, the index rose through the remainder of the year three-quarters of the time. Importantly, the bull market that had been confined to large technology stocks is broadening to other sectors, including cyclical ones. Their move contradicts the still widely-held believe that a sharp economic slowdown or recession is on the horizon. This episode is brought to you by Mark Matthews, Head of Research Asia at Julius Baer. | |||
| Special Business Leaders Episode: "Kindness is at the heart" with Kerrie Jones | 12 Jul 2023 | 00:33:46 | |
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 In this Business Leaders episode of our Beyond Markets podcast, Alan Hooks is joined by Kerrie Jones, founder and CEO of specialist eating disorder treatment service, Orri. In this episode, Kerrie discusses the power of kindness and the realities of running a purpose-driven business. | |||
| The Week in Markets: Key Events On Our Radar | 11 Jul 2023 | 00:07:03 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. It’s a week of waiting as 2nd quarter results start proper with US mega bank JP Morgan reporting results later in the week. We also learn about two super apps that could be on diverging paths. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| The Week in Markets: A consolidation in stocks would be a healthy thing | 23 Jul 2024 | 00:11:40 | |
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 In only three of the past thirty years did the S&P 500 index do as well or better than what it has done year-to-date. A consolidation or correction is likely over the next month or so and indeed would be a healthy thing, for the market to carry on later in a sustainable manner. While it’s still early days, Q2 earnings look like they will beat the consensus forecast of 9.7% y/y (which is already the highest since Q4 2021). Odds infer that if the Democrat Party picked a nominee other than Vice President Kamala Harris, its chances of winning the presidential election would be over 50%. But almost all the potential candidates have already pledged their support to her, meaning they don’t want to run. Donald Trump is therefore most likely to win, which in general is perceived as a market-friendly event. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer. | |||
| Next Generation: Artificial Intelligence – A dive into Artificial Intelligence (AI) | 07 Jul 2023 | 00:24:34 | |
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 In this episode, we discuss key questions on investors minds. How much of this is a hype phase now? What is not yet obvious as an investment in AI? What will regulations do to AI? Are costs going to come down for AI such that there is money to be made?
This episode is presented by Kelly Chia (Deputy Head of Research, Asia) and Reid Menge (co-PM for BlackRock’s Technology equity portfolios). | |||
| In Conversation with GROW: Unraveling China's Consumption Puzzle | 04 Jul 2023 | 00:17:50 | |
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 China consumption has been weak. In the most recent Dragon Boat Festival holidays, tourism revenue is still lower than in 2019. A few other consumption indicators have also been soft. The revenge spending does not seem to have happened and the rebalancing of China to a consumption driven economy is making slow progress. What may turn this around? The Chinese yuan has been falling in view of weak growth and also the outlook of lower interest rates against the US. That clearly has hurt sentiment in the Chinese equity market as well. While Chinese households have a lot of deposit money, it has not benefited the stock market so far. In this episode, Richard Tang, the China strategist and Head Research Hong Kong and Hao Hong, Partner and Chief Economist of GROW discussed on China consumption and economy, whether money is being reallocated from China to Japan, and the outlook for the RMB going forward. | |||
| The Week in Markets: Key Events On Our Radar | 03 Jul 2023 | 00:06:12 | |
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 In this episode, we discuss what’s on the radar for us that could move the markets. It’s a gap week with independence day celebrations but lots of macro data out later in the week. This episode is presented by Kelly Chia (Deputy Head of Research, Asia). | |||
| The Week in Markets - A Slight Pause But Uptrends Are Intact | 27 Jun 2023 | 00:05:39 | |
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 In this week's episode, Yaw Shin Wong , Equity Specialist, recaps happenings in global markets. The Fed's "hawkish pause" could curb some optimism in the market but uptrends remain intact. Latest economic data out of China suggests the economic recovery momentum is fading which has led investors searching for alternatives. The Japanese market has come up as a strong alternative due to renewed corporate reforms. | |||
| The rising cost of affluence | 21 Jun 2023 | 00:31:28 | |
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 How are affluent consumers spending their money? Where are the most expensive cities for living well? And what must you consider when protecting your purchasing power? John Franklin, editor-in-chief of Julius Baer’s Global Wealth and Lifestyle Report 2023, reveals the key findings and more in this episode. | |||
| The Week in Markets - China in focus | 20 Jun 2023 | 00:08:41 | |
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 In this episode of The Week in Markets, we recap the latest FOMC action and elaborate why this may be a good time for bond investments. In China, the focus question is whether the rally has legs. We discuss our three-part framework in evaluating the Chinese market and what we think may be the best strategy in the current market rebound. This episode is presented by Richard Tang, the China strategist and Head Research Hong Kong. | |||
| Market Outlook Mid-Year 2023 | 14 Jun 2023 | 00:18:28 | |
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 2023 was meant to be the year in which we witnessed a major cool-down but this has not played out quite as expected. So, what is on the cards now? In this episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2023’, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research in Asia, talk to Bernadette Anderko about the stalling of the cool-down, their expectations now regarding growth and inflation, and how they see the markets playing out in the second half of the year. 0:32 Introduction | |||
| The Week in Markets - A New Bull Market | 12 Jun 2023 | 00:10:31 | |
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 From its low in October last year, the S&P 500 index is up over 20%, meaning it meets the technical definition of a bull market. Its largest company, Apple, is less than 1% from making a new all-time high. There were 26 bull markets since 1929, as defined as a 20% or more rally that was preceded by a 20% or more decline. 19 of the 26 had returns of over 30%. 16 of them had returns of over 50%. But this bull market goes against economic indicators that point to a slow-down or recession, and its breadth is unprecedentedly narrow, with less than one in four S&P companies outperforming the index. The forward price to sales ratio of the S&P Information Technology index at 6.5x is at a near-record high, compared to its long term average of 3.5x. And in the Q2 results season that starts next week, analysts expect a 9% y/y decline in earnings, the biggest decline since Q2 2020. But after that, analysts look for better earnings each quarter. As we move into H2 2023, the market will focus more on next year than this year. Analysts look for 2024 earnings to rise 11% y/y. Last week, the energy, financials and transportation indices all broke above downtrends in place since November 2021 and January 2022. All three are cyclical sectors; sensitive to the health of the economy. This episode is presented by Mark Matthews, Head Research Asia at Julius Baer. | |||
| The Week in Markets – Relief for the Markets after US Debt Deal and Likely Fed's June ‘Skip’ | 06 Jun 2023 | 00:06:53 | |
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 In this episode of The Week in Markets Magdalene Teo, Head of Fixed Income Research Asia, talks about the resolution of the debt deal in the US and key payroll data releases. Under the deal, the US government’s USD31.4trn debt ceiling would be suspended until 1 January 2025. With US default averted, the Treasury market can look to an avalanche of treasury bills to be issued in the next six months. The treasury bills will likely be absorbed by monies sitting in the money market funds. Outflows from bank deposits will likely lead to an increase in bank refinancing costs. Overall, the debt deal is less restrictive than expected for discretionary and mandatory spending. However, the deal does not reverse the trend to a higher debt-to-GDP ratio with the US spending an even higher share of its revenues for debt service in ten years. The positive news from the debt deal was however slightly offset by the US labor market showing strength. Prior to the release of the jobs data, US treasuries saw a rally after two Federal Reserve governors argued for an interest rate pause to allow the board to assess more economic indicators following the past months of tightening. The overall message is that a ‘Hold’ is not an end of the tightening. The market has now priced in a ‘skip’ in June and a good chance of a hike in July. Over to Asia, we saw some supportive policy news from China over the weekend providing a lift to equities and commodities on Monday. As expected, the government signalled targeted steps to boost the economy following the economic data print for May, focusing on the preferred sectors rather than a major stimulus like before. Trading activity is expected to be light as we approach the start of summer with investors leaning towards quality bonds while eschewing credit risks. | |||
| In Conversation with GROW – Outlook for China’s Economy | 05 Jun 2023 | 00:22:01 | |
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 In this episode of the monthly podcast series with our China partner GROW Investment Group (GROW), Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer and Hong Hao, Partner and Chief Economist at GROW, share their outlook for the Chinese economy. What are the reasons for the weak data? Is more stimulus needed? What is the outlook for the property market? And with the RMB depreciation, when will the People’s Bank of China intervene? Tune in as our experts discuss these and other pertinent questions investors are asking. | |||
| Where to find value in Europe’s equity markets | 17 Jul 2024 | 00:13:38 | |
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 US equity markets have undeniably outperformed their European peers so far in 2024, but there are countries and segments within Europe that we believe are now set to benefit from the current economic environment, and that despite disappointing data readings in June, are nevertheless worthy of investors’ attention. In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Leonardo Pellandini, Equity Strategist, about where his team sees opportunities in European equities, which countries now carry an Overweight rating, and the sectors and segments that currently offer diversification benefits for investors. 00:32 – Introduction to the topic and speakers Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts. | |||
| Special D&I Episode: LGBTQ+ Pride Month | 31 May 2023 | 00:15:36 | |
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 Pride Month celebrates and commemorates lesbian, gay, bisexual, transgender, queer (LGBTQ+) pride which began after the Stonewall riots in the US in 1969. In this special diversity and inclusion episode we talk to Dr Rayner Tan, Chairperson and Director of The Greenhouse, about the progress that has been made since then, the importance of allyship, LGBTQ+ Youth, and Rayner’s personal story that eventually led him to serve in The Greenhouse. The Greenhouse is a substance addiction and trauma recovery centre for marginalised communities, providing customised care that is holistic and integrated, within a safe and supportive environment. The targeted communities are LGBTQ+ members, ethnic minorities, trauma survivors, people with inbalanced mental health, addiction issues, living with HIV/AIDS, as well as for ex-offenders who have been incarcerated and who may face challenges with reintegration back into family and society. The Greenhouse, www.thegreenhouse.sg, is mainly funded by donations. | |||
| The Week in Markets – Staying on the Sidelines | 30 May 2023 | 00:06:57 | |
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 In this episode of the week in markets, Equities Research Analyst Jen-Ai Chua discusses the progress made in resolving US debt ceiling issues, and key US economic data releases this week. Interest rate outlook remains murky as dovish comments from the May FOMC minutes are mitigated by stickier PCE inflation in the latest UMich survey. Meanwhile, the rally in AI stocks, led by Nvidia’s mind-blowing revenue guidance, shows no sign of abating, driving the NASDAQ’s best start to the year (relative to the Dow) and outperformance in the tech heavy North Asian markets of Korea and Taiwan. Earnings outlook for Asia as a whole is, however, muted, on single digit cuts to 2023E earnings post the Q1 results season. We expect investors to remain on the sidelines until the FOMC meeting on 13-14 June. | |||
| Nico Rosberg on living and investing sustainably | 26 May 2023 | 00:20:46 | |
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 Following a thrilling career, Formula 1 world championship winner Nico Rosberg retired from motor racing in 2016. But life off the track has proven no less fast-paced. In this Beyond Markets interview, Nico discusses balancing his business and investment goals – including his involvement in the electric motorsport series Formula E – with family life and philanthropy. | |||