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.

 

#332

Investing in equities amid tariff tensions

The second inauguration of Donald Trump has resulted in something of an upheaval for equit... more

Yesterday

18 MINS

18:35

Yesterday


#331

The Week in Markets: “Flooding the zone”

This year, the S&P 500 index has been in what technical analysts call a “broadening format... more

24 Mar 2025

17 MINS

17:02

24 Mar 2025


#330

Geopolitics in flux: New paradigms for a new era

The world is witnessing a rapid shift towards de-globalisation, accelerated in part by the... more

20 Mar 2025

15 MINS

15:03

20 Mar 2025


#329

The Week in Markets: Policy risks continue to weigh on markets

There has been a significant correction in US markets since mid-February, with the S&P ind... more

17 Mar 2025

05 MINS

05:28

17 Mar 2025


#328

The Week in Markets: Transatlantic policy shifts challenge USD exceptionalism

Germany’s surprise €500bn infrastructure plan marks a historic break from fiscal restraint... more

10 Mar 2025

06 MINS

06:30

10 Mar 2025


#327

In Conversation with GROW: Are the tables turning?

The initial read of the third session of China's 14th National People Congress has been ge... more

06 Mar 2025

28 MINS

28:04

06 Mar 2025


#326

The Week in Markets: Clash at the White House

An unprecedented clash between Ukraine President Volodymyr Zelensky and US President Donal... more

03 Mar 2025

06 MINS

06:46

03 Mar 2025


#325

Yield Hunting - The role of corporate credit

With inflation expectations rising, credit spreads at historical tights, and US Treasury m... more

27 Feb 2025

18 MINS

18:54

27 Feb 2025


#324

The Week in Markets – Eye on Europe

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

24 Feb 2025

06 MINS

06:31

24 Feb 2025


#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