Beyond Markets podcast

Beyond Markets

“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.

 

#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

17 hrs Ago

28 MINS

28:41

17 hrs Ago


#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


#360

The Week in Markets: All-time highs for the S&P 500 Equal Weight index, a positive sign

So far this month, the S&P 500 index has returned more than twice its long-term average re... more

28 Jul 2025

12 MINS

12:29

28 Jul 2025


#359

The Week in Markets: Growth tailwinds meet trade headwinds

This week’s episode covers the S&P 500’s new record highs as US fiscal policy proves stimu... more

21 Jul 2025

05 MINS

05:58

21 Jul 2025


#358

The Week in Markets: Copper climbs, Europe gains ground

This week's episode explores how markets are moving beyond tariff fatigue, with attention ... more

14 Jul 2025

05 MINS

05:27

14 Jul 2025


#357

Tariffs and trade disputes: the economic impact

President Trump’s 90-day pause on the imposition of tariffs was meant to come to an end on... more

09 Jul 2025

27 MINS

27:42

09 Jul 2025


#356

The Week in Markets: History favours further gains for the S&P 500

Historical trends suggest that S&P 500 index tends to rebound strongly after periods of se... more

07 Jul 2025

09 MINS

09:20

07 Jul 2025


#355

The Week in Markets: A demand boost for Treasuries

With President Trump set to announce Jerome Powell’s replacement as Fed Chair “very soon”,... more

30 Jun 2025

12 MINS

12:57

30 Jun 2025


#354

What’s driving the Chinese electric vehicle industry?

Recent headlines about price wars and intense competition in the Chinese electric vehicle ... more

26 Jun 2025

13 MINS

13:05

26 Jun 2025


#353

The Week in Markets: A return to neo-conservatism

US President Donald Trump’s “America First” foreign policy, which prioritised limiting mil... more

23 Jun 2025

12 MINS

12:14

23 Jun 2025


#352

Middle East Flashpoint: Implications for oil and gold

With tensions escalating in the Middle East, markets are on edge. Are we seeing a fundamen... more

16 Jun 2025

13 MINS

13:44

16 Jun 2025


#351

The Week in Markets: Fog of war clouds the outlook for markets

The global economy is navigating a complex landscape of rising oil prices and increasing i... more

16 Jun 2025

14 MINS

14:05

16 Jun 2025


#350

Market Outlook Mid-Year 2025 – Investing in a multipolar world

The first half of the year has provided investors with ample food for thought, but what’s ... more

12 Jun 2025

27 MINS

27:21

12 Jun 2025


#349

The Week in Markets: Job data surprise forces the Fed to reassess

Despite the latest US job data showing resilience, underlying cracks are emerging—highligh... more

09 Jun 2025

05 MINS

05:41

09 Jun 2025


#348

The Week in Markets: Impact of the dollar decline

The shift in the way the US trades with the world is fundamentally leading to higher infla... more

02 Jun 2025

05 MINS

05:48

02 Jun 2025


#347

China Conversations: Tailwinds in Chinese equities

The potential for increased policy support, and ongoing improvements in corporate governan... more

28 May 2025

26 MINS

26:08

28 May 2025


#346

What we learnt from an unusual Q1 earnings season

A large shadow was cast over the Q1 2025 earnings season by President Trump’s Liberation D... more

27 May 2025

12 MINS

12:09

27 May 2025


#345

The Week in Markets: US pessimism prevails

US assets slumped last week, with the US dollar, Treasuries, and stocks selling off follow... more

26 May 2025

05 MINS

05:54

26 May 2025


#344

The Week in Markets: The beginning of the end of US exceptionalism?

In this episode of the Week in Markets, equities research analyst Louis Chua explores how ... more

19 May 2025

09 MINS

09:17

19 May 2025


#343

The Week in Markets: Hitting the pause button

The US and China have agreed to a 90-day truce in the trade war, following negotiations in... more

13 May 2025

09 MINS

09:38

13 May 2025


#342

The Week in Markets: Sell in May and go away

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua discusses th... more

06 May 2025

06 MINS

06:03

06 May 2025


#341

The Week in Markets: Markets rebound as US softens its tone

US Treasuries and equities staged a strong comeback last week after US President Donald Tr... more

28 Apr 2025

06 MINS

06:22

28 Apr 2025