“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.
Healthcare stocks lead the way
One of the structural tailwinds that the healthcare sector is set to benefit from is the sharp rise in the number of people over the age of 65. Historically, the sector tends to do well in stagflationary periods – which is the overriding concern for financial markets today. Are healthcare stocks a safe harbour for portfolios in these turbulent times?
Find out more in this episode with our experts Guy Bettschart, Healthcare Analyst and Yaw Shin Wong, Equities Specialists Asia at Julius Baer.
Q2 earnings season so far
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
ESG Investing is an important consideration for the Future of Asia Wealth Management. In this episode, we discuss the findings of a comprehensive survey on affluent and high-net worth (HNW) individuals in the region. What are the attitudes, needs and wants of Asia wealth management clients towards ESG investing? What kind of ESG investment products and wealth management services are most in demand? And what is the opportunity set for wealth management firms in the region?
To find out more, listen to this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia at Julius Baer and David Wilson, APAC Wealth Management Lead for Accenture.
Asia Real Estate: A good inflation hedge?
In the current economic climate of rising rates along with the prospect of slowing growth, can investors find refuge from inflation in property? Which could perform better? Listed developers, real estate investment trusts (REITs) or physical real estate? Commercial or residential? What are some of the risks investors should be aware of?
Tune in, as we discuss all this and more with Asia real estate specialist, Chua Jen-Ai, Research Analyst at Julius Baer.
The impact of currency fluctuations on the performance of a portfolio can be significant over time. In this episode of the Beyond Markets podcast: ‘Currency matters’, Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, talks to Helen Freer, Investment Writer, about how currency markets work, and what factors investors need to consider in order to navigate FX markets well.
What is driving market weakness?
Equity markets have showed continued weakness in the last month, supported by sustained inflation, macro uncertainty and negative investor sentiment. In this episode, our experts Mark Winterburn, Head of Advisory UK, and An Do, Portfolio Manager in London, dig deeper into what is driving the current market weakness, whether we should expect further downside from here, and, on a lighter note, if there are any silver linings in what has been a dreadful first half of the year for equity markets.
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An awesome means podcast I listen to every episode very carefully I feel very good.
He’s still honest, I also like the interviews I’ve heard.