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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.

 

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Progress

Duration

Release Date

#397

China Conversations: AI momentum and policy tailwinds into 2026

Chinese equities enter 2026 on a strong footing, with policy tailwinds from the upcoming F... more

Yesterday

26 MINS

26:30

Yesterday

#396

Staying disciplined when markets test your resolve

As 2025 draws to a close, investors are reflecting on a year that tested their emotional d... more

11 Dec 2025

16 MINS

16:19

11 Dec 2025

#395

The Week in Markets: Two technical indicators suggest further strong equity gains next year

ADP’s tally of 120,000 small firm job losses in November, and a decline in September Core ... more

08 Dec 2025

15 MINS

15:50

08 Dec 2025

#394

The Week in Markets: Lower rates, higher precious metals, and the “Holy Grail” of Artificial General...

Signs of a slowing economy, and speculation of a very dovish new Federal Reserve chairman ... more

01 Dec 2025

11 MINS

11:36

01 Dec 2025

#393

Sanaenomics and a new era for Japan’s economy

Japan is undergoing a profound economic transformation under its first female Prime Minist... more

25 Nov 2025

17 MINS

17:05

25 Nov 2025

#392

The Week in Markets: December Fed meeting could be its strangest ever

Just weeks after hawkish Federal Reserve commentary dimmed December rate cut hopes, new do... more

24 Nov 2025

15 MINS

15:49

24 Nov 2025

#391

Beyond 60/40: The rise of hedge funds in modern portfolios

As markets evolve and the traditional 60/40 portfolio faces new challenges, are hedge fund... more

19 Nov 2025

34 MINS

34:53

19 Nov 2025

#390

The Week in Markets: Hawkish Fed commentary diminishes December rate cut hopes

Following hawkish commentary from six Federal Reserve presidents and promising indicators ... more

17 Nov 2025

16 MINS

16:57

17 Nov 2025

#389

​Is the gold narrative shifting?

Gold has been on a wild ride lately — surging past USD 4,000 an ounce before tumbling in o... more

12 Nov 2025

25 MINS

25:51

12 Nov 2025

#388

The Week in Markets: Tangible evidence of AI’s role in workforce reductions

The University of Michigan’s November consumer sentiment survey, and October private secto... more

10 Nov 2025

12 MINS

12:21

10 Nov 2025

#387

China Conversations: The post-plenum roadmap

The recent conclusion of China’s Fourth Plenum has shed light on the strategic direction o... more

07 Nov 2025

25 MINS

25:38

07 Nov 2025

#386

The Week in Markets: Strong Earnings, Cautious Markets

Q3 US corporate earnings continue to report strong, with S&P 500 profits on track for 12% ... more

03 Nov 2025

08 MINS

08:24

03 Nov 2025

#385

The challenge of reducing USD exposure without sacrificing yield

October was a busy month for those involved in FX transactions and the vagaries of the pre... more

03 Nov 2025

09 MINS

09:50

03 Nov 2025

#384

The Week in Markets: Q3 earnings outpacing analyst expectations so far

87% of the S&P 500 index companies that have reported their Q3 earnings thus far have beat... more

27 Oct 2025

14 MINS

14:35

27 Oct 2025

#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

21 Oct 2025

12 MINS

12:19

21 Oct 2025

#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