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Beyond Markets podcast

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Beyond Markets

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  Julius Baer  

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.

 

All

Progress

Duration

Release Date

#383

The Week in Markets: Encouraging signs in Hong Kong’s long-beleaguered property market

Recent bankruptcies of companies that accessed the private debt market are a reminder that... more

23 hrs Ago

12 MINS

12:19

23 hrs Ago

#382

Why AI is driving the current emerging markets equity rally

For the first time in five years, emerging market equities are outperforming their develop... more

17 Oct 2025

26 MINS

26:18

17 Oct 2025

#381

The Week in Markets: AI takes centre stage as Q3 earnings season begins

As the third-quarter equity earnings season begins, we anticipate broadly supportive resul... more

13 Oct 2025

06 MINS

06:08

13 Oct 2025

#380

China Conversations: From Golden Week to the 15th Five-Year Plan

Golden Week has just wrapped, offering a timely snapshot of China’s consumer sentiment. Tr... more

09 Oct 2025

29 MINS

29:27

09 Oct 2025

#379

The Week in Markets: Shutdown blues, Sanaenomics buzz

Despite uncertainty around the US government shutdown and signs of economic weakness, equi... more

07 Oct 2025

05 MINS

05:46

07 Oct 2025

#378

How structured products can add value to a portfolio

Structured products can provide investors with capital protection, enhanced yield, or targ... more

01 Oct 2025

16 MINS

16:44

01 Oct 2025

#377

The Week in Markets: To ride the momentum, or not?

The US equity market defied expectations of September seasonal weakness, with the S&P 500 ... more

29 Sep 2025

08 MINS

08:17

29 Sep 2025

#376

Singapore dollar – Small but mighty

When one thinks of safe haven currencies, the Swiss franc, Japanese yen, and US dollar typ... more

25 Sep 2025

12 MINS

12:53

25 Sep 2025

#375

The Week in Markets: Looking beyond the expected Fed rate cut

The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp ra... more

22 Sep 2025

08 MINS

08:29

22 Sep 2025

#374

The Week in Markets: History is on the stock market’s side

The 10-year treasury yield is breaking down as it anticipates rate cuts. This is mostly du... more

15 Sep 2025

13 MINS

13:41

15 Sep 2025

#373

Market Outlook Year-End 2025 – All eyes on policy responses

As we head towards the end of the year, financial markets are caught between fading growth... more

15 Sep 2025

15 MINS

15:16

15 Sep 2025

#372

What is agentic AI and how might it impact your investments?

In this episode of Beyond Markets, we take a closer look at agentic AI, which is no longer... more

12 Sep 2025

20 MINS

20:45

12 Sep 2025

#371

The Week in Markets: Japan picture optimistic despite near-term political uncertainty

The Nikkei 225 recently reached an all-time high of 43,876, driven by better-than-expected... more

08 Sep 2025

08 MINS

08:13

08 Sep 2025

#370

China Conversations: Market surge triggers bubble concerns

The rapid pace of China's stock market rally in August has sparked concerns of a market bu... more

05 Sep 2025

28 MINS

28:41

05 Sep 2025

#369

The Week in Markets: AI – enhancing profitability, disrupting employment

This week’s episode explores how artificial intelligence (AI) is boosting corporate profit... more

01 Sep 2025

14 MINS

14:42

01 Sep 2025

#368

Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios

Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed’s Sep... more

29 Aug 2025

13 MINS

13:39

29 Aug 2025

#367

The Week in Markets: Two milestones in the US stock market, and one in China’s

Recent comments from Federal Reserve Chairman Powell suggest potential interest rate cuts,... more

25 Aug 2025

12 MINS

12:27

25 Aug 2025

#366

Private Equity in a Changing World

Investing in private markets has the potential to create long-term value in portfolios. Bu... more

24 Aug 2025

19 MINS

19:16

24 Aug 2025

#365

The Week in Markets: Subtle parallels with the dot-com bubble

Last week, OpenAI CEO Sam Altman said, “Are we in a phase where investors as a whole are o... more

18 Aug 2025

12 MINS

12:12

18 Aug 2025

#364

From Battlefield to Boardroom: Leadership in a changing world

In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, sp... more

13 Aug 2025

39 MINS

39:17

13 Aug 2025

#363

The Week in Markets: Amazing second quarter results

The S&P 500 index made new highs last week, and results​ from the Q2 US earnings season ha... more

11 Aug 2025

14 MINS

14:26

11 Aug 2025

#362

China Conversations: Does the Hong Kong rally have legs?

Despite a lacklustre Chinese economy, the Hong Kong stock market has remained very popular... more

06 Aug 2025

24 MINS

24:54

06 Aug 2025

#361

The Week in Markets: 39% tariff on Switzerland shocks markets

The US imposed an unexpected 39% tariff on Switzerland, sparking market concern. Although ... more

04 Aug 2025

07 MINS

07:19

04 Aug 2025