Julius Baer

Beyond Markets

Business EN ↓ 400 episoder

Beyond Markets by Julius Baer will no longer be publishing new episodes. The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments. Subscribe to Moving Markets to stay connected with our latest views and analysis. Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647 The information contained in this podcast is marketing material. Opinio...

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Forfatter

Julius Baer

Kategori

Business

Podcastens hjemmeside

www.juliusbaer.com

Seneste episode

26. jan. 2026

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Episoder

Moving Markets – the new home for Beyond Markets content 26.01.2026 0:41

Beyond Markets has now joined forces with Moving Markets to make one home for Julius Baer’s podcasts. Don’t forget to subscribe to Moving Markets to keep receiving the latest from the experts at Julius Baer and ensure you never miss an episode.

Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead 18.12.2025 18:07

In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balance sheet recession means for global investors, and...

The Week in Markets: Economically-sensitive stock market indices break to new highs 15.12.2025 19:09

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The Federal Reserve cut interest rates last week, but...

China Conversations: AI momentum and policy tailwinds into 2026 12.12.2025 26:30

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Chinese equities are entering 2026 on a strong footing...

Staying disciplined when markets test your resolve 11.12.2025 16:19

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As 2025 draws to a close, investors are reflecting on...

The Week in Markets: Two technical indicators suggest further strong equity gains next year 08.12.2025 15:50

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts ADP’s tally of 120,000 small firm job losses in Novemb...

The Week in Markets: Lower rates, higher precious metals, and the “Holy Grail” of Artificial General Intelligence 01.12.2025 11:36

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Signs of a slowing economy, and speculation of a very...

Sanaenomics and a new era for Japan’s economy 25.11.2025 17:05

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Japan is undergoing a profound economic transformation...

The Week in Markets: December Fed meeting could be its strangest ever 24.11.2025 15:49

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Just weeks after hawkish Federal Reserve commentary di...

Beyond 60/40: The rise of hedge funds in modern portfolios 19.11.2025 34:53

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As markets evolve and the traditional 60/40 portfolio...

The Week in Markets: Hawkish Fed commentary diminishes December rate cut hopes 17.11.2025 16:58

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Following hawkish commentary from six Federal Reserve...

Is the gold narrative shifting? 12.11.2025 25:51

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Gold has been on a wild ride lately — surging past USD...

The Week in Markets: Tangible evidence of AI’s role in workforce reductions 10.11.2025 12:21

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The University of Michigan’s November consumer sentime...

China Conversations: The post-plenum roadmap 07.11.2025 25:38

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The recent conclusion of China’s Fourth Plenum has she...

The Week in Markets: Strong Earnings, Cautious Markets 03.11.2025 8:24

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Q3 US corporate earnings continue to report strong, wi...

The challenge of reducing USD exposure without sacrificing yield 03.11.2025 9:50

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts October was a busy month for those involved in FX tran...

The Week in Markets: Q3 earnings outpacing analyst expectations so far 27.10.2025 14:35

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 87% of the S&P 500 index companies that have repor...

The Week in Markets: Encouraging signs in Hong Kong’s long-beleaguered property market 21.10.2025 12:19

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Recent bankruptcies of companies that accessed the pri...

Why AI is driving the current emerging markets equity rally 17.10.2025 26:18

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts For the first time in five years, emerging market equi...

The Week in Markets: AI takes centre stage as Q3 earnings season begins 13.10.2025 6:08

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts As the third-quarter equity earnings season begins, we...

China Conversations: From Golden Week to the 15th Five-Year Plan 09.10.2025 29:27

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Golden Week has just wrapped, offering a timely snapsh...

The Week in Markets: Shutdown blues, Sanaenomics buzz 07.10.2025 5:46

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Despite uncertainty around the US government shutdown...

How structured products can add value to a portfolio 01.10.2025 16:44

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Structured products can provide investors with capital...

The Week in Markets: To ride the momentum, or not? 29.09.2025 8:18

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The US equity market defied expectations of September...

Singapore dollar – Small but mighty 25.09.2025 12:53

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer , where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts When one thinks of safe haven currencies, the Swiss fr...