Julius Baer
Beyond Markets
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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Episodes
The week ahead in markets (19.09.2022) 19.09.2022 17:12
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 Weekly summary of the latest market headlines and rele...
How to invest into the year end 2022 08.09.2022 11:30
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 Markets had a lot to digest this year with spiking inf...
Central banks to keep fighting inflation 06.09.2022 9:57
This year so far has been the worst 8 months on record for fixed income markets. In this episode of the Beyond Markets podcast: “Central banks to keep fighting inflation”, Markus Allenspach, Head of Fixed Income Research, talks to Helen Freer, Investment Writer, about how different central banks are using monetary policy to tackle inflation and what this all means for fixed income investors.
Future of Asia Wealth Management: Digital Assets – Unclaimed Territory 18.08.2022 18:20
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 Digital Assets are an important consideration for the...
Healthcare stocks lead the way 10.08.2022 17:27
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 One of the structural tailwinds that the healthcare se...
Q2 earnings season so far 02.08.2022 12:54
There are a number of factors that drive equity markets but investors are really focused on the earnings season at the moment. In this episode of the Beyond Markets podcast: “Q2 earnings season so far”, Mathieu Racheter, Head of Equity Strategy Research, talks to Helen Freer, Investment Writer, about some of the highlights from the second-quarter earnings season so far.
Future of Asia Wealth Management – ESG Investing 20.07.2022 23:25
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 ESG Investing is an important consideration for the Fu...
Asia Real Estate: A good inflation hedge? 13.07.2022 15:38
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 In the current economic climate of rising rates along...
Currency matters 05.07.2022 13:38
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 impact of currency fluctuations on the performance...
What is driving market weakness? 30.06.2022 15:34
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 Equity markets have showed continued weakness in the l...
Digital Assets – a rollercoaster ride to nowhere? 21.06.2022 34:16
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 Digital assets have fallen in tandem with equity marke...
Market Outlook Mid-Year 2022 – The price of getting ahead of the curve 16.06.2022 19:16
Our experts believe there are many conflicting factors at work at the moment but that overall, we are not heading for a recession. To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2022: The price of getting ahead of the curve”, where our Head of Research, Christian Gattiker, and our Head of Research Asia, Mark Matthews, discuss what investment...
Special D&I Episode: Beyond Markets talks to Gina Battye about creating fully inclusive workplaces 31.05.2022 35:04
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 Gina Battye is a world-renowned Consultant for Psychol...
Fixed income opportunities in a rising rate environment (Part 2) 26.05.2022 13:21
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 trinity of inflation, war, and interest rate hikes...
Fixed income opportunities in a rising rate environment (Part 1) 23.05.2022 14:49
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 The trinity of inflation, war, and interest rate hikes...
Crypto Matters – Update on Crypto Markets 19.05.2022 12:20
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 Last week saw a shakedown in crypto markets with broad...
Q1 earnings season. A battle between investor sentiment and the fundamentals 17.05.2022 15:53
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 This year’s sell-off in equity markets has been dispro...
India Market Update – What lies ahead? 13.05.2022 17:55
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 Last year, India’s benchmark index Nifty returned 23.3...
Resilient companies 03.05.2022 15:53
We know that investing in equities should pay off in the long run, but we also know that equities can be very volatile over a shorter period of time. In this episode of the Beyond Markets podcast: ‘Resilient companies’, Philipp Lienhardt, Head of Equity Research at Julius Baer, talks to Helen Freer, Investment Writer, about some of the challenges facing companies at the moment, and then about what...
What are central banks doing to curb inflation? 27.04.2022 11:37
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 Inflation is back with a vengeance and certainly seems...
French Presidential Election – First analysis of the results 26.04.2022 13:38
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 Emanuel Macron has won France's presidential election,...
Earth Day 2022: How can we invest in our Planet? 21.04.2022 12:49
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 At Julius Baer, we believe that Sustainability is a jo...
Investing in private credit – insights and outlook 20.04.2022 19:50
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 For many years now, global interest rates have been cl...
Hydrogen – part of the future energy system? 05.04.2022 19:32
Most people would agree that climate change is a very serious issue. Could hydrogen be part of the solution? In this episode of the Beyond Markets podcast: ‘Hydrogen – part of the future energy system?’, Roberto Cominotto, research analyst at Julius Baer, talks to Helen Freer, Investment Writer, about the hydrogen market, to what extent green hydrogen could play a part in tackling climate change,...
China - A dramatic turnaround, but headwinds remain 24.03.2022 13:42
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 volatility in the China and Hong Kong markets in t...
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