246 episodes

“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.

Beyond Markets Julius Baer

    • Business
    • 4.9 • 35 Ratings

“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.

    Global Quality Mid-Caps - Expand Your Opportunity Set

    Global Quality Mid-Caps - Expand Your Opportunity Set

    With large to mega cap stocks frequently dominating the attention of the media and analysts, quality mid-cap stocks often remain under the radar of investors.

    Quality mid-caps are distinguished by robust management, solid financials, and sustainable competitive advantages and offer a compelling blend of growth and stability.

    Join Dorcas Nga, Fund Specialist, as she speaks with Baris Pinar, Head of Global Excellence Equities, Julius Baer, on his investment philosophy, and the benefits of incorporating global quality mid-caps into investors’ portfolios.

    • 10 min
    The Week in Markets: Just 1% from all-time highs (again)

    The Week in Markets: Just 1% from all-time highs (again)

    In this episode, we talk about how the earnings season in the US is going, some reasons about why Gold is on a tear and what we think about the ongoing China stock rally.

    This episode is presented by Kelly Chia, Deputy Head of Research, Asia at Julius Baer.

    • 7 min
    Carbon credits, markets and trading: What's it all about?

    Carbon credits, markets and trading: What's it all about?

    "We are not trying to save the planet, we are first trying to save ourselves". Join us as we delve deeper into the origins of carbon credits and their applicability in the climate change scene today.
    In this episode of the Beyond Markets Podcast, Roy Athanasius Ang, Strategy & Business Operations Singapore, talks to Julius Baer's in-house climate and stewardship specialist Jean-Damien Bogner.

    • 19 min
    The Week in Markets: A soft labour report helps markets

    The Week in Markets: A soft labour report helps markets

    Recent escalating developments in the Middle East conflict appears to have reduced the likelihood of ceasefire. Wage growth in April was its lowest since June 2021, which should mean less inflation. However, the Cleveland Federal Reserve predicts the upcoming headline April CPI inflation reading will be a disappointingly high 3.5% year/year, the same as March. The Yen fell 5% in April, then bounced 5% since then. There’s been no event, so the best we can say is as long as people can borrow at 1% in Yen and invest at 6% in US Dollars, the currency will go down. But a Big Mac in Japan is 12% cheaper than a Big Mac in China, while Japanese incomes are 6x higher than Chinese ones. It’s not possible for a developed market to have emerging market prices forever.  
    This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

    • 12 min
    In Conversation with GROW - May 2024 Edition

    In Conversation with GROW - May 2024 Edition

    In this monthly China update, our experts examine the factors that drove the recent rally in the Hong Kong stock markets and the outlook ahead for the Chinese economy following encouraging PMI trends. They also look ahead to the upcoming Politburo meeting, and weigh the consequences of a stronger and weaker Chinese Yuan.

    This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer with Hong Hao, Partner and Chief Economist at GROW Investment Group.

    • 21 min
    How we Manage Money: Performance and Risk

    How we Manage Money: Performance and Risk

    Julius Baer Chief Investment Officer Yves Bonzon joins journalist Hanna Wise to take a closer look at Julius Baer's investment strategy. In this third and final episode they look at performance and risk and how this impacts investors.  
    Yves shares how we analyze and assess performance, how to avoid "bad" performance and what "healthy" performance looks like, especially in a volatile market. He also talks about the risks involved with performance, how we mitigate those risks, and how he measures his success as a CIO.

    • 17 min

Customer Reviews

4.9 out of 5
35 Ratings

35 Ratings

madskull86 ,

How a podcast should be

Great podcast with interesting themes and guests. Always a good listen when on the train or bus to catch up with some of the hot topics out there in the market.

Great audio and speaker quality too!

Fin news101 ,

Great content

Great content. Concise and easy to digest

swswsw7179 ,

Great podcasr with an Asia focus

Well done

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