Beyond Markets

Julius Baer
  • 5.0 (23)
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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. 2 DAYS AGO

    The State of Modern Philanthropy

    As our world continues to be riven by instability and conflict, global wealth inequality is becoming one of the most pressing matters of our time. With the divide between the haves and the have nots continuing to grow, increasing numbers of people are dedicating their time and resources to tackling this societal imbalance as generational attitudes to creating impact and having social purpose are changing. This episode of Beyond Markets features CEO of the Julius Baer Foundation Laura Hemrika discussing the state of modern philanthropy and how people can get involved and is hosted by John Franklin, Marketing Specialist at Julius Baer.

    20 min

  2. 4 DAYS AGO

    In Conversation with GROW: How real are Trump's tariff threats?

    President-elect Trump has threatened steep tariffs on imports from Mexico, Canada, China, and BRICS economies. Are these bold threats a negotiating tactic, or could they reshape global trade? Our experts discuss the potential impact on China, its domestic policies, stock market, and the Yuan. 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.

    25 min

  3. 5 DAYS AGO

    The Week in Markets: Will the year close on a high note?

    ​​The market wants to close the year on a high note, with the S&P 500 index’s total year-to-date return exceeding 30%. The consensus estimates around 13% earnings growth for both 2025 and 2026. The futures market implies a Fed funds rate of 3.65% by February next year, an over 100 basis point decline from where it is today. In such circumstances, it’s not hard to imagine the bull market in stocks could keep going, barring an inflation shock.​​ Keywords: S&P 500 index, all-time high, earnings growth, interest rate cut, Fed funds rate, deregulation, David Perdue, ambassador to China, Hang Seng index Past performance and simulations are not reliable indicators of future performance. Returns reflect all ongoing charges excluding transaction fees. All investments have inherent risks, and investors may not recover their initial investment. Returns may increase or decrease as a result of currency fluctuations.

    14 min

  4. DEC 5

    Will the world run out of silver?

    The growing demand for solar power is fueling concern about a looming shortage of silver. But how much of this is fact, and how much is speculation? What does the future hold for this essential metal?Join Chris Irwin, Head of FX and Precious Metals Trading Asia and Carsten Menke, Head of Next Generation Research at Julius Baer, as they dive into the data and uncover the realities of silver’s supply, demand, and its role in energy transition.

    15 min

  5. DEC 2

    The Week in Markets: Markets unfazed by Trump’s tariff threats

    The Economist magazine ran a story recently, titled “Should investors just give up on stocks outside America?”. It epitomizes the view that many have taken; although the US economy is only 25% of the world economy, its stock market is 75% of world stock market capitalization.   Yet the reasons for this are not without merit. Companies would rather list on the US stock market than those of their home countries. Further tax cuts are likely to happen in the US. And its economy has emerged from the pandemic more powerful than any other. As a case in point, a decade ago the GDP per capita of the United States and Canada were almost the same. This year, that of the US is expected to be $86,000, and Canada’s just $54,000.   US economy, stock market, tax cuts, December, strategist S&P 500 index forecasts, Canada, Mexico, BRICs, tariffs, sanctions

    12 min

  6. NOV 28

    Equity calls post US elections and Q3 earnings

    The Q3 earnings season is out of the way, US elections resulted in a swift and decisive Republican sweep, and the incoming president has nominated a likely equity-friendly nominee for the post of Treasury Secretary. The ducks still seem to be in a row for a year-end rally, but what tweaks have our strategists made to their calls, and where do they think investors should focus their attention as we head into the final stretch of the year? In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Mathieu Racheter, Head of Equity Strategy, about how the earnings results compared in Europe and the US, and what the dynamics are going forwards. They delve into which cyclical sectors are preferred and Mathieu also explains why some sectors have now fallen out of favour and why others should now be in focus. 00:31 Introduction to topic and speaker 01:14 Summary of US Q3 earnings season 02:33 Summary of Europe Q3 earnings season 03:30 Stock price reactions to earnings 04:10 Is it too late to join the equity rally? 06:47 Why we overweight Financials and prefer US stocks 08:06 The reason Industrials remain overweight 09:04 Our preference for mid-caps over small-caps 10:22 Healthcare moves to Neutral 12:10 Thoughts on tech and the Magnificent 7 12:29 Latest ratings changes on equity sectors 14:28 What to take away from the conversation 15:18 Closing comments Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

    18 min

  7. NOV 25

    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

  8. NOV 20

    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
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About

“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.

Information

  • Creator
    Julius Baer
  • Years Active
    2021 - 2024
  • Episodes
    308
  • Rating
    Clean
  • Copyright
    ©2021 Julius Baer
  • Show Website
    Beyond Markets

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