Beyond Markets

The Week in Markets: Aftermath of Super Week

11 Nov 2024

Contributed by Lukas

The past week has been marked by three major global events: the US presidential election, Federal Reserve meeting and the National People’s Congress...

What Trump's comeback means for markets

08 Nov 2024

Contributed by Lukas

US stocks surged after Donald Trump’s 2024 presidential election victory — but what does this mean for the future of the markets?In this episode, ...

In Conversation with GROW: Round trip in Chinese stock sentiment

05 Nov 2024

Contributed by Lukas

In this monthly China update, our experts discuss the recent shift in sentiment around Chinese equities, expected policy changes from the National Peo...

The Week in Markets: The world’s most closely watched election

04 Nov 2024

Contributed by Lukas

In this episode of The Week in Markets, equities analyst Jen-Ai Chua provides an in-depth look at the current landscape as we approach this week’s U...

The Week in Markets: Navigating key market events on the horizon

28 Oct 2024

Contributed by Lukas

US equities and gold continue to make new historical highs, while markets approach a pivotal period with major upcoming events. From key Q3 US earning...

The Week in Markets: Normalising rates and US elections on the horizon

21 Oct 2024

Contributed by Lukas

In this episode, we take a look at the US fixed income markets coming out of the third quarter of 2024, and what to expect in this space as we near th...

The technical take: are we set for a year-end rally?

16 Oct 2024

Contributed by Lukas

After a strong September for equities, the question now is if we can expect a year-end rally. An analysis of the charts provides a clear answer. In th...

The Week in Markets:​ Mixed takeaways from the MoF presser

14 Oct 2024

Contributed by Lukas

In this episode of The Week in Markets, we provide a review of the latest press conference of China’s Ministry of Finance (MoF), how investors see i...

Geopolitics and beyond - What's powering oil and gold?

10 Oct 2024

Contributed by Lukas

As we move into Q4 2024, gold prices continue their remarkable climb, while oil faces a more uncertain future amid heightened geopolitical tensions. W...

The Week in Markets – Halloween comes early

09 Oct 2024

Contributed by Lukas

In this episode of The Week in Markets, equities research analyst Jen-Ai Chua highlights how stronger than expected non-farm payrolls data has spooked...

What is the cost of obesity?

03 Oct 2024

Contributed by Lukas

In this episode we are joined by Damien Ng, one of Julius Baer’s next generation analysts, to discuss the background and economic significance of ob...

The Week in Markets: Japan slides, China bounces

01 Oct 2024

Contributed by Lukas

In this episode of The Week in Markets, we discuss the newly elected Japan Prime Minister and the market response, as well as how his potential polici...

​In Conversation with GROW - Is the China rally different this time?

01 Oct 2024

Contributed by Lukas

In this monthly China update, our experts analyse if the big rally in China equities has legs, following last Tuesday's "bazooka" policy announcements...

China’s policy bazooka

25 Sep 2024

Contributed by Lukas

The Chinese financial regulators recently announced a series of monetary measures with an aim of supporting the economy. In this podcast, we discuss h...

The Week in Markets: After the Fed cut

24 Sep 2024

Contributed by Lukas

In this episode of The Week in Markets, we discuss the outlook of the US interest rate path after the larger-than-expected 50 basis points cut and the...

The Fed’s rate cut and implications for investors

23 Sep 2024

Contributed by Lukas

At the much-anticipated US Federal Reserve meeting on 18 September 2024, the monetary policy easing cycle finally began in the US with an announcement...

Investing in equities in Q4 2024

18 Sep 2024

Contributed by Lukas

We expect volatility in equity markets to remain elevated as we head towards the end of the year, amidst uncertainty around the upcoming US election, ...

The Week in Markets: Hints of a 50 basis point rate cut

16 Sep 2024

Contributed by Lukas

Two weeks ago, the S&P 500 index had its worst week of the year on the idea that the economy was weakening. Last week was its best week of the yea...

US Presidential Race 2024: Cutting through the noise

12 Sep 2024

Contributed by Lukas

On Tuesday night, Former President Donald Trump and Vice President Kamala Harris faced off for the first time at the US presidential debate, each pres...

What is 360 Wealth Management and why does it matter?

12 Sep 2024

Contributed by Lukas

In this episode of Beyond Markets, we are joined by Nicolas de Skowronski, Head Wealth Management Solutions and member of the Executive Board, and Son...

The Week in Markets: Recent economic data confirms cooling, but gives no hint of recession

09 Sep 2024

Contributed by Lukas

August employment data show a labour market that is continuing to cool, but not at an alarming rate. The three Federal Reserve officials spoke last we...

In Conversation with GROW – China's Recent Policy Moves and Market Trends

05 Sep 2024

Contributed by Lukas

In this monthly China update, our experts analyse recent market movements and their implications for investors. They also discuss China’s property m...

The Week in Markets: Good economic data eases recession concerns

03 Sep 2024

Contributed by Lukas

Personal consumption expenditure (PCE) inflation rising 2.6% y/y in July is a perfectly acceptable reading for the market. Excluding the notoriously l...

The Week in Markets: Federal Reserve says “we will do everything we can to support a strong labour market”

26 Aug 2024

Contributed by Lukas

Three weeks ago, there were concerns of a new Black Monday, similar to the one in 1987. Today, global equities have reached a new high. Federal Reserv...

Japan Equities: Short-term challenges, long-term opportunities

26 Aug 2024

Contributed by Lukas

How should investors position in Japan markets in light of the recent intense volatility in Japanese indices?Join Kelly Chia, Deputy Head of Research ...

Energy, efficiency and earnings: the Bitcoin mining story

21 Aug 2024

Contributed by Lukas

The Bitcoin blockchain needs miners to function. In this episode of the Beyond Markets podcast, Manuel Villegas, Next Generation Research, talks to He...

US Q2 2024 Earnings Season - Five key takeaways

20 Aug 2024

Contributed by Lukas

As of 14th of August, over 92% of companies in the S&P 500 Index have reported earnings for the second quarter of 2024. What have we observed so f...

The Week in Markets: Enjoy the calm week, or maybe not.

19 Aug 2024

Contributed by Lukas

In this episode, we share where we are in stock markets after the big rebound we saw in the last 2 weeks. We will also have 2 key central bankers spea...

The Week in Markets: Navigating through the inflection point

12 Aug 2024

Contributed by Lukas

Markets have been dominated by extreme bouts of volatility in the past few weeks, such as US equities seeing 3-5% intraday drawdowns, and the Japanese...

India - The next phase of growth

07 Aug 2024

Contributed by Lukas

"Our time has come, but we must kick the ball to score the goal." In this episode, Nilesh Shah, Managing Director at Kotak Mahindra Asset Management C...

​The Week in Markets: Intense​​ start to August

06 Aug 2024

Contributed by Lukas

This episode was recorded on August 5, 2024.The intensity of the selloff in markets has taken many investors by surprise, with Japan's Nikkei index tu...

Asia turns a corner amid global equity turmoil (Moving Markets)

06 Aug 2024

Contributed by Lukas

This is a special update from Julius Baer's partner show, Moving Markets.Listen to our daily updates on Moving Markets at the links below:Apple Podcas...

In Conversation with GROW – August 2024 Edition

04 Aug 2024

Contributed by Lukas

In this monthly China update, our experts discuss their key takeaways from China’s Third Plenum and Politburo meeting. They also analyse the effect ...

The Week in Markets: A correction inside a bull market

30 Jul 2024

Contributed by Lukas

When the market goes down, people look for reasons. The one most cited now is the idea that Artificial Intelligence will not be as profitable as expec...

The Week in Markets: A consolidation in stocks would be a healthy thing

23 Jul 2024

Contributed by Lukas

In only three of the past thirty years did the S&P 500 index do as well or better than what it has done year-to-date. A consolidation or correctio...

Where to find value in Europe’s equity markets

17 Jul 2024

Contributed by Lukas

US equity markets have undeniably outperformed their European peers so far in 2024, but there are countries and segments within Europe that we believe...

The Week in Markets: An extraordinary​​​ weekend

16 Jul 2024

Contributed by Lukas

In this episode, we share some thoughts about the ​assassination attempt on​ Donald Trump over last weekend as well as what to expect in an earnin...

The Week in Markets: Is 9% too high?

10 Jul 2024

Contributed by Lukas

In this episode, we talk about what we can expect from a data heavy week and what the 9% Q2 earnings growth expected for the S&P500 means for inve...

In Conversation with GROW - July 2024 Edition

08 Jul 2024

Contributed by Lukas

In this monthly China update, our experts discuss if the Chinese property market has finally reached a trough, as well how to pre-position for potenti...

Evergreen Private Equity – What and Why?

02 Jul 2024

Contributed by Lukas

In this episode of Beyond Markets, Alisa Wood, Partner, KKR, shares her insights on private equity and in particular, open-ended, evergreen fund struc...

The Week in Markets: The start of Q2 earnings beckons

01 Jul 2024

Contributed by Lukas

In this episode, we provide some highlights of what happened during the 1st US presidential debate of 2024 and what to expect from a very heavy macro ...

Investing in private credit

26 Jun 2024

Contributed by Lukas

How are loans made by direct lenders different from bank loans? What should potential investors in this asset class need to be aware of, and for whom ...

The Week in Markets: Most valuable company, lessons from Jensen and US presidential elections

25 Jun 2024

Contributed by Lukas

In this episode, we review what happened last week, Nvidia’s new achievement unlocked as most valuable company in the world and the US presidential ...

Future cities: how can we make buildings better

21 Jun 2024

Contributed by Lukas

In today’s episode of Beyond Markets we discuss real estate and how we can make buildings better with Carsten Menke, Head of Next Generation Researc...

Market Outlook Mid-Year 2024 – Let’s get cyclical

20 Jun 2024

Contributed by Lukas

With an improving economic outlook and a broadening recovery, what should investors expect in the second half of 2024? In this episode of the Beyond ...

The Week in Markets: After the Fed and the BOJ

19 Jun 2024

Contributed by Lukas

In this episode of The Week in Markets, we review the recent central bank meetings and new ideas in the US outside of Magnificent 7. In Asia, we discu...

The Week in Markets: Some normalcy returning to fixed income markets

11 Jun 2024

Contributed by Lukas

After many years of abnormalcy in the fixed income market, we are finally starting to see some normalcy returning to it. However, that doesn't mean th...

In Conversation with GROW – June 2024 Edition

06 Jun 2024

Contributed by Lukas

In this monthly China update, our experts review the preliminary impact of the recent key measures announced by Chinese policymakers to stabilise the ...

The Week in Markets: US exceptionalism continues

04 Jun 2024

Contributed by Lukas

In this episode of the Week in Markets, we discuss the outlook of interest rates as the key driver for global assets. We propose ideas for putting fre...

The Week in Markets: Growth scarcity

27 May 2024

Contributed by Lukas

In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity m...

Swiftonomics and Sportonomics – delivering more than just facts and figures?

22 May 2024

Contributed by Lukas

Taylor Swift’s ongoing ‘Eras’ tour, currently making its mark on European cities, has had such an economic impact on some of the locations that ...

The Roadmap for India - Elections and Beyond

21 May 2024

Contributed by Lukas

As India's Lok Sabha elections enter the final phases, the nation finds itself amidst strong equity market outperformance and favourable demographic t...

The Week in Markets: China stimulus lifts sentiment

20 May 2024

Contributed by Lukas

In this episode, we examine two key events that moved markets last Friday - China's special ultra-long government bond sale, as well as its surprise a...

Global Quality Mid-Caps - Expand Your Opportunity Set

16 May 2024

Contributed by Lukas

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 in...

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

13 May 2024

Contributed by Lukas

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 ongoin...

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

09 May 2024

Contributed by Lukas

"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...

The Week in Markets: A soft labour report helps markets

06 May 2024

Contributed by Lukas

Recent escalating developments in the Middle East conflict appears to have reduced the likelihood of ceasefire. Wage growth in April was its lowest si...

In Conversation with GROW - May 2024 Edition

03 May 2024

Contributed by Lukas

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...

How we Manage Money: Performance and Risk

02 May 2024

Contributed by Lukas

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...

The Week in Markets: Not a repeat of the Asian Financial Crisis

30 Apr 2024

Contributed by Lukas

Asian currencies have been roiled by an unexpectedly stronger US Dollar this year, but we do not equate this to the Asian Financial Crisis of 1997. Mo...

The drill down on oil

26 Apr 2024

Contributed by Lukas

The oil market has remained surprisingly calm despite the recent geopolitical tensions in the Middle East. What are the dynamics at play here? And loo...

The rise and rise of gold

24 Apr 2024

Contributed by Lukas

As gold prices hit record highs, we are joined in the studio by Carsten Menke, Head of Next Generation Research, and Chris Irwin, Head of FX and Preci...

The Week in Markets: Plenty to stay positive about, despite turbulence in Tech

22 Apr 2024

Contributed by Lukas

The most likely trajectory for the Middle East is that things de-escalate. World economic growth looks set to accelerate, meaning inflation could rema...

Semiconductors and the future of AI

19 Apr 2024

Contributed by Lukas

The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But wher...

The Week in Markets: Inflation and geo-politics

15 Apr 2024

Contributed by Lukas

The S&P’s performance after “shock events” shows, unsurprisingly, that the ones that caused no damage to the economy had the least impact on...

In Conversation with GROW - April 2024 Edition

09 Apr 2024

Contributed by Lukas

In this monthly China update, our experts analyze the recent depreciation of the Chinese Yuan, the impact of potential quantitative easing on the Chin...

The Week in Markets: Crunch time starts with results season this week

08 Apr 2024

Contributed by Lukas

In this episode, we take a look at how equity markets today shape up against the peaks seen at the start of 2022. We also examine investor positioning...

How we Manage Money: Asset Allocation

04 Apr 2024

Contributed by Lukas

When it comes to building your investment portfolio, asset allocation is key. For Julius Baer Chief Investment Officer Yves Bonzon, finding an asset a...

The Week in Markets: Short breather before Q2 results

02 Apr 2024

Contributed by Lukas

In this episode, we talk about the numbers 21 and 8599 on top of a review of what happened in March, and what we can look forward to in April.This epi...

Women and wealth: the era of growth

28 Mar 2024

Contributed by Lukas

Whether it's those who are working in finance or those who are making their own way as investors, women are building confidence – and portfolios. Ex...

Equity sectors and segments – what do we favour?

27 Mar 2024

Contributed by Lukas

With many stock market indices having hit record highs in the first quarter of 2024, it is timely to look at some of the factors our analysts take int...

The Week in Markets - Taking stock after a busy week of central bank action

26 Mar 2024

Contributed by Lukas

In this episode, we examine the recent central bank actions and review the asset market moves. In particular, we discuss our latest views on two popul...

Bitcoin halving – what does it mean?

22 Mar 2024

Contributed by Lukas

Bitcoin has been getting plenty of attention so far this year and with the halving expected in around a month’s time, that is not expected to change...

The Week in Markets - Break-outs in emerging markets, Japan wage growth highest since 1991

19 Mar 2024

Contributed by Lukas

A sequential rise in February core inflation is not cause for concern, as it is due to “residual seasonality”, an auto insurance outlier, and resi...

Why are we still positive on Japanese stocks?

18 Mar 2024

Contributed by Lukas

In this episode, we talk about why we are still positive on Japanese stocks despite key indices retreating from all-time highs.This episode is present...

Small but deadly: is antimicrobial resistance the next big health crisis

14 Mar 2024

Contributed by Lukas

In this Next Generation episode of Beyond Markets Damien Ng, Next Generation Research Analyst at Julius Baer, and Laurenz Kellenberger, Chief Scientif...

The Week in Markets - The end of deflation in Japan

12 Mar 2024

Contributed by Lukas

Employment data suggests slower wage inflation and overall inflation ahead, and therefore lower interest rates. The S&P is up 26% since its interi...

How we Manage Money: Core Investment Beliefs

11 Mar 2024

Contributed by Lukas

Managing money successfully is more than just avoiding mistakes. For Julius Baer Chief Investment Officer Yves Bonzon, it comes down to having a solid...

In Conversation with GROW - March 2024 Edition

08 Mar 2024

Contributed by Lukas

In this monthly China update, our experts discuss top of mind issues including takeaways from the National People’s Congress, the role of quantitati...

The Week in Markets - Thin air in markets in a data heavy week

06 Mar 2024

Contributed by Lukas

In this episode, we talk about extended markets and a very data heavy week. Nvidia dethrones Saudi Aramco to be the 3rd largest stock in the world and...

The Week in Markets - No looking back after 34 years

27 Feb 2024

Contributed by Lukas

In this episode, we talk about US and Japanese stock markets that are at all-time highs and what could derail the Artificial Intelligence (AI) party. ...

Divorce and wealth – the planning pitfalls

21 Feb 2024

Contributed by Lukas

It’s a fact of life that marriages can fail – and for families who want to preserve their wealth from spousal claims, this becomes a contentious i...

A strong case for emerging market hard currency debt

21 Feb 2024

Contributed by Lukas

The emerging market bond market is offering some interesting yields in absolute terms at the moment, and we expect the rate-cutting cycle in developed...

The Week in Markets - Stock market accidents and Japan's technical recession

20 Feb 2024

Contributed by Lukas

We talk about how an external shock could be a welcome reset for stock markets and why Japan's stock market seems to be ignoring it's technical recess...

Singapore REITs: Roaring back in the year of the Dragon?

15 Feb 2024

Contributed by Lukas

After multiple years of underperformance, we believe that 2024 could be a comeback year for the Singapore Real Estate Investment Trusts (S-REITs), wit...

The Week in Markets - An intermediate pull-back in the stock market’s primary bull trend is welcome and likely

14 Feb 2024

Contributed by Lukas

The January core consumer price index rose 0.4% month/month, the highest reading since 1995 excluding the pandemic. The culprit was lodging (hotels an...

Is Sustainable Investing Beneficial for Investors?

13 Feb 2024

Contributed by Lukas

In this episode, our experts discuss the topic of sustainable investing, regulatory changes and the latest developments in sustainability initiatives....

In Conversation with GROW – February Edition

07 Feb 2024

Contributed by Lukas

In this monthly China update, we discuss key questions including - Why is market sentiment so poor and is it comparable to the situation in 2015? Will...

How to position investment portfolios in 2024?

06 Feb 2024

Contributed by Lukas

In this episode, our experts discuss the market outlook for 2024 and offer valuable strategies for various asset classes and effective portfolio manag...

The Week in Markets – What’s next after the strong non-farm payroll print?

06 Feb 2024

Contributed by Lukas

In this episode of “The Week in Markets”, we focus on the market dynamics after the strong print of non-farm payroll in the US. While some investo...

The Week in Markets - What to do with Japan now?

30 Jan 2024

Contributed by Lukas

Japan is one of the best performing markets year to date. In this episode, we lay out why has Japan done well and what we can expect for its future pe...

Artist Refik Anadol talks creativity and tech

24 Jan 2024

Contributed by Lukas

Rather than oil pastel or charcoal, artist Refik Anadol’s medium of choice is data. Nicolas de Skowronski, Head Wealth Management Solutions at Juliu...

The Week in Markets - S&P 500 index makes a new all-time high, more than two years after the previous one

23 Jan 2024

Contributed by Lukas

In rising 1.2% on Friday last week, the S&P 500 index went to a new high. In the 14 previous times since 1950 when the index went to a new high af...

Future finance: evolution or revolution?

17 Jan 2024

Contributed by Lukas

In the wake of the global financial crisis in 2008, the wealth management industry was bracing itself for significant disruption. Fintechs were poised...

Market Outlook 2024 – The start of a new cycle

17 Jan 2024

Contributed by Lukas

After global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?In this episode of the Beyond Markets podca...

The Week In Markets - Short term shaky, long term happy

16 Jan 2024

Contributed by Lukas

In this episode, we are going to lay out why investors could be feeling the shakes in short term but would still be happier longer term.This episode i...

In Conversation with GROW – January 2024 edition

11 Jan 2024

Contributed by Lukas

In this episode of our monthly China update, Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer, speaks with Hong Hao, Partner ...

The Week in Markets – A poor first week for the market is not a signal of a down year

09 Jan 2024

Contributed by Lukas

In this episode, Mark Matthews, Head Research Asia Pacific analyses the economic data and market moves of recent days: including US December nonfarm p...

The Week in Markets – 2024 should be a good year for stocks

02 Jan 2024

Contributed by Lukas

In our first podcast episode for the year, Mark Matthews, Head Research Asia Pacific, shares why the US market should do well in 2024, despite the S&a...

2023: Year in review

24 Dec 2023

Contributed by Lukas

Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bond...