Beyond Markets

Julius Baer
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“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. 3 DAYS AGO

    The Week in Markets: AI takes centre stage as Q3 earnings season begins

    As the third-quarter equity earnings season begins, we anticipate broadly supportive results, with a strong focus on the ongoing AI investment cycle and commentary from the hyperscalers. While revenue generation will be a key theme heading into 2026, significant execution risks remain despite the expansive opportunity set.   Amid growing policy uncertainties in the United States, investors may find merit in diversifying portions of their equity exposure away from the US toward other markets, such as China, Switzerland, India, and Japan, where policy settings appear more favourable.   In fixed income, listed corporate credit continues to look attractive, supported by tightening spreads and limited new supply.   This episode is presented by Bhaskar Laxminarayan, Chief Investment Officer Asia and Middle East at Julius Baer.

    6 min

  2. 9 OCT

    China Conversations: From Golden Week to the 15th Five-Year Plan

    Golden Week has just wrapped, offering a timely snapshot of China’s consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and reinforcing calls for deeper structural reform.Amidst this backdrop, China’s stock market continues to rally, prompting fresh questions: Can momentum broaden beyond tech? Will long-awaited social reforms finally shift the consumption narrative? And what does a weakening US dollar mean for global asset allocation?Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., return to unpack the macro forces behind the rally, the outlook for the 15th Five-Year Plan, and why gold and silver are stealing the spotlight in 2025.This episode was recorded on 8 October 2025.

    29 min

  3. 7 OCT

    The Week in Markets: Shutdown blues, Sanaenomics buzz

    Despite uncertainty around the US government shutdown and signs of economic weakness, equities have rallied, though tech stocks paused as AI enthusiasm met valuation concerns. With non-farm payroll data delayed, investors are turning to private sector indicators for labour market insights. Meanwhile, in Japan, Sanae Takaichi’s surprise win as Liberal Democratic Party (LDP) leader signals a potential return to expansionary “Sanaenomics”, a policy stance reminiscent of Abenomics, boosting equities and pressuring the yen. Tune in for a deep dive into the macro shifts shaping markets this week. This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia, Julius Baer.

    6 min

  4. 1 OCT

    How structured products can add value to a portfolio

    Structured products can provide investors with capital protection, enhanced yield, or targeted exposure to specific market scenarios. While they may appear complex to those less familiar with them, this episode of the Beyond Markets podcast aims to demystify these instruments. Helen Freer is joined by two Julius Baer experts, Conrad Bruggisser and Raffaele Perroncello, to explain how structured products work and how they can add value to a portfolio. They also discuss the key risks to consider, why market volatility is relevant and how the products can be tailored to suit different investor profiles. (00:12) - Introduction (00:48) - A simple explanation of what structured products are (02:16) - How structured products can add value to a portfolio (04:03) - Which structured products might be appropriate in the current environment? (06:11) - What volatility means for structured products (07:28) - How the underlyings are selected (09:05) - How structured products can be tailored to different investor profiles (10:17) - How investments are monitored and managed once they are in a portfolio (11:15) - The common misconceptions about structured products (12:36) - Some of the main risks to be aware of (13:40) - Factors to consider when investing in a structured product for the first time (15:12) - Summary and closing remarks 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.

    17 min

  5. 29 SEPT

    The Week in Markets: To ride the momentum, or not?

    The US equity market defied expectations of September seasonal weakness, with the S&P 500 index gaining 4% this month. With the exception of India, many global markets have also seen gains, with US, Hong Kong and Japan up 30% in USD terms since April , Europe up 20%, Korea and Taiwan up 50%.   In this episode of The Week in Markets, Richard Tang, Head of Research Hong Kong at Julius Baer, considers if we should ride this momentum in the Chinese equity markets. He examines investor flows and positioning, asset re-allocation trends from domestic retail investors, and recent market pullbacks in the tech and pharmaceutical sectors. He also looks ahead at key fourth quarter events and catalysts to watch – such as the meeting between Presidents Donald Trump and Xi Jinping at the APEC summit, and the Fourth Plenum of the Chinese Communist Party.   Richard also highlights Julius Baer’s latest views on Singapore equities, which we have recently upgraded to Overweight. Please also check out our recent episode on the Singapore dollar and equities at the following links: Apple: https://podcasts.apple.com/us/podcast/singapore-dollar-small-but-mighty/id1552236298?i=1000728312662 Spotify: https://open.spotify.com/episode/0Io10QxFwEkbNQzJNDUpbM?si=rwR9CLdoQISPC79v8SKAGQ

    8 min

  6. 25 SEPT

    Singapore dollar – Small but mighty

    When one thinks of safe haven currencies, the Swiss franc, Japanese yen, and US dollar typically come to mind. But with capital flows diversifying away from the US dollar, interest in alternative safe havens is increasing. The Singapore dollar, one of Asia’s most stable and best-performing currencies, stands out as one such potential candidate. In this episode, we explore the unique characteristics of the Singapore dollar, its central role in Singapore’s monetary policy, and how investors can position themselves to benefit from the Singapore dollar’s strength.   This episode is presented by Yaw Shin Wong, Equity Specialist and Jen-Ai Chua, Equity Research Analyst at Julius Baer.

    13 min

  7. 22 SEPT

    The Week in Markets: Looking beyond the expected Fed rate cut

    The US Federal Reserve resumed its rate cut cycle last week with a widely expected 25bp rate cut. Julius Baer expects four further rate cuts through March 2026, pausing at 3.25%, while the markets are pricing in slightly more aggressive easing. Against a backdrop of rapidly falling short-term rates and rising re-investment risk, 5-7 year bonds emerge as the sweet spot – offering a balance of yield and volatility amid a steepening curve.   In credit markets, the tight spreads between corporates and Treasuries aren’t just a sign of strong corporate demand, but also reflect weakening Treasury appeal. When benchmarked against swaps, the implied corporate credit spreads appear more normal, supporting continued inflows into investment-grade corporate bonds.   In equities, the rally in lower-quality and non-profitable tech stocks suggests that the market has been expecting and pricing in looser monetary policy conditions. However, a reversal may be due, and it may be time for quality stocks to outperform again. Notably, despite strong gains, valuations of the Magnificent 7 stocks remain below prior bubble peaks.   This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer.

    8 min

  8. 15 SEPT

    The Week in Markets: History is on the stock market’s side

    The 10-year treasury yield is breaking down as it anticipates rate cuts. This is mostly due to a tightening job market, especially for entry-level candidates and young people. We look for a series of rate cuts, starting this week and ending next March. An interesting statistic to note: in the 20 other times since 1980 when the Fed cut at, or near an all-time high in the S&P 500 index, the index was up a year later in every case. Meanwhile, global fund manager interest in China is high, but it’s been so long they’ve looked at that market, that they need time to do their homework before investing. Additionally, a weighted average basket of emerging market currencies recently broke a 14-year downward resistance channel.

    14 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
    2024 - 2025
  • Episodes
    381
  • Rating
    Clean
  • Copyright
    ©2021 Julius Baer
  • Show Website
    Beyond Markets