Beyond Markets

Julius Baer
  • 5.0 (22)
  • INVESTING
  • UPDATED BIWEEKLY
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. 1 DAY AGO

    Living with your investments: is the living sector the next big thing in real estate?

    In this episode of Beyond Markets, we are joined by Markus Waeber, Head of Indirect Real Estate and Intelligence, to discuss the latest developments in real estate and how investing in the ‘living’ sector can also be an investment in your quality of life. Hosted by Emily Rookwood, Head of Thought Leadership.

    12 min

  2. 4 DAYS AGO

    The Week in Markets: A top in the S&P 500 index may be in the making

    The S&P 500 index’s internal indicators signal a top may be in the making. After two years of returns in excess of 20%, the index trades at a pricey forward price/earnings ratio of 22x. Renewed inflation concerns could be a catalyst for a serious correction. We remain fully invested but contemplate reducing risk at some point in the year. While the consensus among Wall Street strategists is that the S&P will rise 12% this year, studies show their accuracy as a group is less than 50%. As a group, they’ve also never predicted a down year, while in fact one in four years has historically had a negative return.

    12 min

  3. 12/23/2024

    The Week in Markets: Risk of a stock market correction in 2025

    In its December 18 meeting, the Federal Reserve signalled that inflation is going to be higher than it expected. If the Fed has to raise rates again at some point next year, the market would not like that at all. The S&P 500 index has returned 60% in the last 2 years, and is trading at valuations seen only in the dot-com and pandemic stimulus booms.But the final phase of a bull market can last a painfully long time for those who try to be contrarian. We remain invested, but contemplate reducing risk at some point in 2025. It will be a year of capital preservation, after 2 years of capital growth.

    10 min

  4. 12/16/2024

    The Week in Markets: A successful IPO shows animal spirits returning to private markets

    A survey done by the National Federation of Independent Business finds a surge of optimism among small business owners in the United States since the election. Meanwhile, not one of the world’s largest economies is expected to be in a recession next year. That sentiment is reflected in the world stock market index, which is back to touching the upper band of its ascending channel, for the first time since late 2021. A large venture capital-backed unicorn has a successful IPO last week, despite still being loss making. With 27% of the S&P 500 index’s market capitalisation in just five companies, concentration in the stock market is at an all-time high. But concentration has never been a useful predictor for forward returns; in fact high levels of concentration have historically coincided with good forward returns.

    9 min

  5. 12/16/2024

    Market Outlook 2025 - The art of the real deal

    In 2024, we witnessed the normalisation of many economic variables, notably inflation and growth, clearing the path for monetary policy easing in the US and Europe. Looking to 2025, with a new Republican administration in place in the US there will be plenty of changes to digest. Our analysts believe that the key to success will be closing significant fiscal, geopolitical, and corporate deals whilst also achieving economic growth. What does this mean for financial markets and those who invest in them? In this episode of the Beyond Markets podcast ‘Market Outlook 2025 – The art of the real deal’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the market environment, why they expect broadening equity returns, and which sectors are set to benefit from likely growth and policy shifts in 2025. 00:37 Introduction to topic and speakers01:06 Broad expectations for 202502:08 Monetary policy oulook02:43 Trump tariff implications for Europe03:18 Trump tariff implications for Asia04:45 Equity preferences in Asia06:19 Developed market equity stance06:57 Preferred cyclical sectors07:35 The impact of the Republican sweep10:02 USD bond opportunities10:27 EUR bond opportunities11:02 The duration sweet spot11:29 Emerging market bonds11:49 Our view on gold’s outlook12:44 Next Generation: Cloud computing & AI; Extended longevity14:39 Next Generation: Future cities15:14 Summary of our outlook for 202515:50 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

  6. 12/12/2024

    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

  7. 12/10/2024

    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

  8. 12/09/2024

    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
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5
out of 5
22 Ratings

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 - 2025
  • Episodes
    313
  • Rating
    Clean
  • Copyright
    ©2021 Julius Baer
  • Show Website
    Beyond Markets

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