Beyond Markets

Julius Baer
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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.

  1. VOR 2 TAGEN

    The Week in Markets – What’s in store for fixed income in 2025?

    Following the shift in the political landscape, Julius Baer experts expect higher nominal growth driven by both real growth and inflation in the US. Given less room for rate cuts, they anticipate yields to stay higher for longer and Fed funds rate to be above neutral next year. Although it is too early to quantify the consequences of the political shift in terms of trade and fiscal policy, investors now benefit from a better starting point in bond markets.    In this episode of Beyond Markets, Magdalene Teo, Head of Fixed Income Asia at Julius Baer, discusses the near-term outlook and strategy for fixed income going into 2025.

    5 Min.

  2. 20. NOV.

    Crunch time: what does the boom in AI and data centres mean for energy and the economy?

    In this episode of Beyond Markets, Carsten Menke and Norbert Rucker, Next Generation Research experts at Julius Baer, discuss the boom in AI and data centres and what this means for energy and the econom

    16 Min.

  3. 18. NOV.

    The Week in Markets – Trump’s cabinet takes shape

    The S&P fell 2% last week, but it is still 1.5% higher following the Donald Trump’s victory at the 2024 US presidential election. Serious change looks set to be coming under a second Trump administration. The new administration will implement a libertarian vision, which includes economic freedom, and thus a push for freer markets, and a leaner and more efficient government promised by the new “Department of Government Efficiency” limits the risk of unproductive allocation of capital.   On inflation and interest rates, the October consumer and producer price inflation numbers both came out hotter than expected. The most recent initial jobless claims reading was also at the lowest since May. Such developments call into question the narrative that interest rates are going to continue declining at the faster pace expected a few months ago.   This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

    15 Min.

  4. 11. NOV.

    The Week in Markets: Aftermath of Super Week

    The past week has been marked by three major global events: the US presidential election, Federal Reserve meeting and the National People’s Congress Standing Committee meeting in China. In this episode, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, breaks down each of these developments and the impact on the global economy and investments.

    8 Min.

  5. 8. NOV.

    What Trump's comeback means for markets

    US stocks surged after Donald Trump’s 2024 presidential election victory — but what does this mean for the future of the markets? In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead. (00:00) - Intro (00:19) - A strong mandate for Trump (01:23) - US equities surge post-results (02:20) - Does the equity bull market have legs? (03:10) - Antitrust on Big Tech - What now? (04:20) - Strong outlook for equities (06:11) - Sharp moves in Treasury yields (08:35) - Will the Fed continue on its interest rate path? (09:40) - The future of an independent Fed and Powell (11:53) - What's driving the Dollar? (13:06) - Impact of tariffs vs. potential bigger fiscal deficit (14:03) - Quick thoughts - Gold, crypto, large/mid-caps, oil & gas, renewable energy,  EVs, healthcare, banks, defence, China, Japan, Germany (20:12) - Summary

    22 Min.

  6. 5. NOV.

    In Conversation with GROW: Round trip in Chinese stock sentiment

    In this monthly China update, our experts discuss the recent shift in sentiment around Chinese equities, expected policy changes from the National People's Congress meeting, and the critical factors in solving China's structural challenges. They also examine the implications of a Trump or Harris presidency on China's economy and global supply chains, as well as the outlook for the Chinese Yuan and gold.   This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

    23 Min.

  7. 4. NOV.

    The Week in Markets: The world’s most closely watched election

    In this episode of The Week in Markets, equities analyst Jen-Ai Chua provides an in-depth look at the current landscape as we approach this week’s US Presidential election. We also explore the factors supporting potential upside for stocks, including strong year-end seasonality, anticipated rate cuts from the Federal Reserve, and corporate earnings continuing to hold up.

    9 Min.

  8. 28. OKT.

    The Week in Markets: Navigating key market events on the horizon

    US equities and gold continue to make new historical highs, while markets approach a pivotal period with major upcoming events. From key Q3 US earnings reports, the US Presidential election to China’s NPC congress and the aftermath of Japan’s general election. What are the investment implications of these events and how can investors navigate the uncertainties ahead?   This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.

    9 Min.
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Info

“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.

Informationen

  • Erstellt von
    Julius Baer
  • Jahre aktiv
    2021 - 2024
  • Folgen
    302
  • Bewertung
    Unbedenklich
  • Copyright
    ©2021 Julius Baer
  • Sendungswebsite
    Beyond Markets

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