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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

#323

Are European markets back on track?

European stock markets have excelled so far this year but to what extent does this reflect... more

20 Feb 2025

23 MINS

23:37

20 Feb 2025

#322

The Week in Markets: Rest of the world outperforming the US so far this year

Inputs from US inflation indices released last week infer a January core Personal Consumpt... more

17 Feb 2025

11 MINS

11:36

17 Feb 2025

#321

The Week in Markets: ​DeepSeek optimism

With a mixed set of US jobs data last week, investors are looking to this week’s inflation... more

10 Feb 2025

08 MINS

08:34

10 Feb 2025

#320

In Conversation with GROW: Three factors driving the Chinese equity rally

In addition to the typical seasonal tailwinds from the Chinese New Year, three key factors... more

09 Feb 2025

30 MINS

30:06

09 Feb 2025

#319

The Week in Markets – Is DeepSeek the “Sputnik” moment for AI?

In this episode of The Week in Markets, Jen-Ai Chua, Equities Research Analyst at Julius B... more

03 Feb 2025

07 MINS

07:08

03 Feb 2025

#318

Introduction to Private Infrastructure

Every day we read new statistics about how much investment is needed to maintain ageing in... more

29 Jan 2025

14 MINS

14:49

29 Jan 2025

#317

The Week in Markets: Busy start to the Year of the Snake

Markets have had a busy week as we approach the Chinese New Year of the Wood Snake. The US... more

27 Jan 2025

05 MINS

05:39

27 Jan 2025

#316

The Week in Markets: Softer-than-expected CPI sparks relief rally

There was a clear relief rally in both the stock and rates market, following softer-than-e... more

20 Jan 2025

06 MINS

06:18

20 Jan 2025

#315

In Conversation with GROW – Cracks in sentiment beginning to surface

Cracks in market sentiment have begun to surface in the first three weeks of 2025. A slew ... more

15 Jan 2025

30 MINS

30:41

15 Jan 2025

#314

The Week​ in Markets: Bond markets throw a tantrum

In this episode of the week in markets, equities research analyst Jen-Ai Chua highlights h... more

13 Jan 2025

06 MINS

06:48

13 Jan 2025

#313

Living with your investments: is the living sector the next big thing in real estate?

In this episode of Beyond Markets, we are joined by Markus Waeber, Head of Indirect Real E... more

09 Jan 2025

12 MINS

12:18

09 Jan 2025

#312

The Week in Markets: A top in the S&P 500 index may be in the making

The S&P 500 index’s internal indicators signal a top may be in the making. After two years... more

06 Jan 2025

11 MINS

11:47

06 Jan 2025

#311

The Week in Markets: Risk of a stock market correction in 2025

In its December 18 meeting, the Federal Reserve signalled that inflation is going to be hi... more

23 Dec 2024

09 MINS

09:56

23 Dec 2024

#310

The Week in Markets: A successful IPO shows animal spirits returning to private markets

A survey done by the National Federation of Independent Business finds a surge of optimism... more

16 Dec 2024

09 MINS

09:10

16 Dec 2024

#309

Market Outlook 2025 - The art of the real deal

In 2024, we witnessed the normalisation of many economic variables, notably inflation and ... more

16 Dec 2024

17 MINS

17:54

16 Dec 2024

#308

The State of Modern Philanthropy

As our world continues to be riven by instability and conflict, global wealth inequality i... more

12 Dec 2024

20 MINS

20:29

12 Dec 2024

#307

In Conversation with GROW: How real are Trump's tariff threats?

President-elect Trump has threatened steep tariffs on imports from Mexico, Canada, China, ... more

10 Dec 2024

24 MINS

24:46

10 Dec 2024

#306

The Week in Markets: Will the year close on a high note?

​​The market wants to close the year on a high note, with the S&P 500 index’s total year-t... more

09 Dec 2024

14 MINS

14:21

09 Dec 2024

#305

Will the world run out of silver?

The growing demand for solar power is fueling concern about a looming shortage of silver. ... more

05 Dec 2024

14 MINS

14:35

05 Dec 2024

#304

The Week in Markets: Markets unfazed by Trump’s tariff threats

The Economist magazine ran a story recently, titled “Should investors just give up on stoc... more

02 Dec 2024

11 MINS

11:31

02 Dec 2024

#303

Equity calls post US elections and Q3 earnings

The Q3 earnings season is out of the way, US elections resulted in a swift and decisive Re... more

28 Nov 2024

17 MINS

17:36

28 Nov 2024

#302

The 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 ... more

25 Nov 2024

05 MINS

05:22

25 Nov 2024

#301

Crunch time: what does the boom in AI and data centres mean for energy and the economy?

In this episode of Beyond Markets, Carsten Menke and Norbert Rucker, Next Generation Resea... more

20 Nov 2024

16 MINS

16:19

20 Nov 2024