Beyond Markets

Obesity drugs – how they might impact our lives and various sectors

20 Dec 2023

Contributed by Lukas

The development of drugs to treat obesity brings a number of questions to the fore. How can medication actually help us to lose weight, what is the po...

The Week in Markets – Aggressive bets on global yields after Fed’s dovish pivot

19 Dec 2023

Contributed by Lukas

In this episode, we discuss the dovish pivot by the Federal Open Market Committee (FOMC) and Federal Reserve (Fed) chair, Mr Jerome Powell, that has p...

The Week in Markets - Central bank driven

14 Dec 2023

Contributed by Lukas

In this episode of The Week in Markets, Equities Research Analyst Jen-Ai Chua highlights key central bank rate decisions scheduled this week, and thei...

How to start your philanthropy journey

14 Dec 2023

Contributed by Lukas

“Don’t be shy,” says Laura Hemrika, CEO of the Julius Baer Foundation, as she explains how philanthropy needn’t be a daunting task for those w...

In Conversation with GROW – December Edition

08 Dec 2023

Contributed by Lukas

In this episode of our monthly China update, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, engages in a conversation w...

The Week in Markets - Higher for longer is a distant memory

04 Dec 2023

Contributed by Lukas

Higher for longer is a distant memory, with the 10 year treasury yield at 4.2%, from 5% in October. Stocks love this, because when the discount rate a...

The Week in Markets – Locking in yields as inflation normalizes in the US

28 Nov 2023

Contributed by Lukas

In this episode, we discuss the inflation obsession that the world has been facing since the re-opening is waning. We also talked about the three elem...

How wealth can divide families – and how to stop it

22 Nov 2023

Contributed by Lukas

Family conflict doesn’t simply disappear once wealth is on the table. It seems family fortunes, and more specifically the transfer of these fortunes...

The Week in Markets – Looking into next year

20 Nov 2023

Contributed by Lukas

In this episode of the Week in Markets, we present an overview of what we expect in 2024. In short, the market focus will shift from inflation to grow...

In Conversation with GROW – November 2023 Edition

15 Nov 2023

Contributed by Lukas

In this episode of our monthly China update, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, engages in a conversation w...

What to take away from the Q3 earnings season

15 Nov 2023

Contributed by Lukas

As the Q3 earnings season draws to a close which sectors did well, and which sectors have seen less success? What should investors take away from comp...

The Week in Markets – The case for a year-end rally

14 Nov 2023

Contributed by Lukas

In this episode of The Week in Markets, we examine the recent moves in rates and equities and elaborate why US equities may stage a year-end rally, an...

The Week in Markets – Central bank policies

06 Nov 2023

Contributed by Lukas

In this episode of the Week in Markets, we reviewed policy outcomes of two of the largest central banks, the Fed and Bank of Japan as they had policy ...

Biotechnology valuations are getting cheaper: What are the emerging opportunities?

01 Nov 2023

Contributed by Lukas

In this episode, we take a closer look at the biotechnology sector which has seen share prices come under pressure this year. Valuations have become c...

The Week in Markets - An important week

30 Oct 2023

Contributed by Lukas

In this episode, we discuss big tech’s earnings, very important policy meetings and a contrarian hiding place.This episode is presented by Kelly Chi...

The Week in Markets - Shaky markets can’t shake our love for ramen noodles

24 Oct 2023

Contributed by Lukas

This week, Big tech is reporting its earnings which will dictate market moves. We also talk about Japan, a market that we like for lots of positive de...

Higher rates are here for longer: Strategies for fixed income investing

24 Oct 2023

Contributed by Lukas

The rates market has been volatile due to various drivers including inflation, unemployment, and the increased geopolitical tensions in the world toda...

In Conversation with GROW: October Edition

20 Oct 2023

Contributed by Lukas

In this episode of our monthly China update, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, engages in a conversation w...

Why Swiss assets deserve a place in your portfolio

18 Oct 2023

Contributed by Lukas

A stable political environment, solid economic policies and a highly developed rule of law are just some of the factors that support Swiss assets. In ...

Oil market update and the Middle East conflict

17 Oct 2023

Contributed by Lukas

Oil prices are on the rise once again due to recent tragic geopolitical events in the Middle East. Brent Oil prices have now surpassed USD90 per barre...

The Week In Markets - Inflation less housing is exactly where the Fed would like it to be

16 Oct 2023

Contributed by Lukas

Last week, oil and gold saw their largest gains in half a year. The conflict in Israel is the reason, but history shows trade and finance adapt quickl...

The Week in Markets - Situation in Israel unlikely to impact financial markets

10 Oct 2023

Contributed by Lukas

The situation in Israel is fluid, but so far, the terrorist attacks of October 7 have not escalated into a regional conflict. The United States govern...

D&I x Women@JB Episode: Breast Cancer Awareness Month – A CancerKind Workplace

04 Oct 2023

Contributed by Lukas

In this special episode, we discuss the challenges of returning to work for breast cancer survivors and how organizations can help to ease the transit...

The Week in Markets - US rates in focus - higher for longer

03 Oct 2023

Contributed by Lukas

In this episode, we discuss the rates development in the US and Europe, and the different policy paths that both central banks are likely to take desp...

Staying ahead of the Curve – Investing today, into the “Winners of Tomorrow”

27 Sep 2023

Contributed by Lukas

In this episode, Serene Chua, Mandate Advisor at Julius Baer, and Jiazhi Chen, Head of Next Generation Investment Solutions at Julius Baer, share thei...

The Week in Markets - Benchmark treasury yield at 4.46% is competition for stocks

25 Sep 2023

Contributed by Lukas

The 10 year treasury yield at 4.46% shows the market is not convinced that the inflation fight is done. The dollar likes higher yields, it also likes ...

Panic in the aisles – how secure is our food future?

20 Sep 2023

Contributed by Lukas

With an ever-growing population and ever-increasing pressures on our agricultural systems, just how secure is our food future? After a summer of wildf...

The Week in Markets - Relentless move higher in treasury yield

18 Sep 2023

Contributed by Lukas

At 4.33%, the 10 year treasury yield is just 3 basis points below a new high since 2006. If the yield is the same 15 weeks from now, the treasury’s ...

In Conversation with GROW: September Edition

15 Sep 2023

Contributed by Lukas

In this episode of our monthly China update, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, engages in a conversation w...

Market Outlook – A fresh perspective into year-end

13 Sep 2023

Contributed by Lukas

2023 is what our analysts labelled the year of the cool-down. It has been a while coming – but inflation has finally started to cool in the major ec...

The Week in Markets - New iPhones, higher inflation and scary Septembers

11 Sep 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. This week, we wait for Apple’s launch of new iPhones and watch...

The Week in Markets - Short Week Short News

04 Sep 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. We expect this week to be relatively quiet as 2nd quarter earnin...

Making wealth last globally – retirement planning

30 Aug 2023

Contributed by Lukas

What does your dream retirement look like? For many high-net-worth individuals, maintaining your standard of living after stepping back from work is h...

Unlocking India’s Investment Potential

30 Aug 2023

Contributed by Lukas

Join us on a journey into the heart of one of the world's most captivating investment landscapes – India. India went from being a USD 280 billion ec...

The Week in Markets - Navigating Stock Trends Post Powell's Speech

28 Aug 2023

Contributed by Lukas

After Jerome Powell’s speech at Jackson Hole on Friday, the futures market’s odds for a rate hike at the September FOMC meeting rose from 18% to 2...

Empowering Communities – Tackling Poverty in Singapore with Beyond Social Services

25 Aug 2023

Contributed by Lukas

In this special diversity and inclusion episode Wen Han Choy from JB Cares talks to Beyond Social Services (BSS), a Singapore-based NGO and charity th...

Digital Assets - The Bitcoin ETF Saga

23 Aug 2023

Contributed by Lukas

What could a physically backed Exchange Traded Fund (ETF) mean for digital assets? In this episode, Manuel Villegas, Next Generation Research Analyst,...

The Week in Markets - All Eyes on Fed and AI

21 Aug 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. This week, intense scrutiny will be on what central bankers say ...

The Week in Markets - Volatility

14 Aug 2023

Contributed by Lukas

In this episode of The Week in Markets, we examine recent market volatility in both the US and China markets.  Specifically we discuss why the rates ...

The Week in Markets: How Should We Think About The Recent Market Correction

08 Aug 2023

Contributed by Lukas

In this episode, we discuss about why the stock markets are taking a breather, how you can position yourself and what is happening in China’s trade ...

In Conversation with GROW: August Edition

07 Aug 2023

Contributed by Lukas

After the recent Politbuero meeting we see policy easing finally picking up. The market is most focused on the housing policy right now, given that th...

In Conversation with the Portfolio Manager: Exploring Asian REITs

04 Aug 2023

Contributed by Lukas

Are Asian Real Estate Investment Trusts (REITs) still relevant today? What are the benefits, opportunities, and challenges? Can Asian REITs still add ...

Investing Insights - Giving Credit to Credit Linked Notes (CLN)

02 Aug 2023

Contributed by Lukas

In this episode we explore Credit Linked Notes and how they play an important role in a diversified portfolio in the current market environment. Liste...

The Week in Markets: Key Events On Our Radar

31 Jul 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. Its full swing into results season with markets grinding to near...

More than a home – the hows and whys of real estate investing

26 Jul 2023

Contributed by Lukas

We all need somewhere to call home, but aside from residential property, real estate represents an asset class that can hold many varying opportunitie...

Investing Insights - A Closer Look at Private Credit

25 Jul 2023

Contributed by Lukas

In this episode, Loretta Leung, Fund Specialist at Julius Baer and guest speaker Derek O’Leary, CEO of Global Private Wealth at Blue Owl Capital, ta...

The Week in Markets - China Policies

25 Jul 2023

Contributed by Lukas

In this episode of The Week in Markets, we discuss on the takeaways of the politburo meeting that just concluded, why we think the Chinese market will...

How alternative investments can add to your portfolio

19 Jul 2023

Contributed by Lukas

What exactly do we mean by alternative investments? And why are investors paying more and more attention to them? In this episode of the Beyond Market...

The Week in Markets - Broadening Breadth

17 Jul 2023

Contributed by Lukas

The dollar fell 2.3% last week to below the psychologically-significant 100 level as US inflation numbers continue to go down nicely. Fed fund futures...

Special Business Leaders Episode: "Kindness is at the heart" with Kerrie Jones

12 Jul 2023

Contributed by Lukas

In this Business Leaders episode of our Beyond Markets podcast, Alan Hooks is joined by Kerrie Jones, founder and CEO of specialist eating disorder tr...

The Week in Markets: Key Events On Our Radar

11 Jul 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. It’s a week of waiting as 2nd quarter results start proper wit...

Next Generation: Artificial Intelligence – A dive into Artificial Intelligence (AI)

07 Jul 2023

Contributed by Lukas

In this episode, we discuss key questions on investors minds. How much of this is a hype phase now? What is not yet obvious as an investment in AI? Wh...

In Conversation with GROW: Unraveling China's Consumption Puzzle

04 Jul 2023

Contributed by Lukas

China consumption has been weak.  In the most recent Dragon Boat Festival holidays, tourism revenue is still lower than in 2019.  A few other consum...

The Week in Markets: Key Events On Our Radar

03 Jul 2023

Contributed by Lukas

In this episode, we discuss what’s on the radar for us that could move the markets. It’s a gap week with independence day celebrations but lots of...

The Week in Markets - A Slight Pause But Uptrends Are Intact

27 Jun 2023

Contributed by Lukas

In this week's episode, Yaw Shin Wong , Equity Specialist, recaps happenings in global markets. The Fed's "hawkish pause" could curb some optimism in ...

The rising cost of affluence

21 Jun 2023

Contributed by Lukas

How are affluent consumers spending their money? Where are the most expensive cities for living well? And what must you consider when protecting your ...

The Week in Markets - China in focus

20 Jun 2023

Contributed by Lukas

In this episode of The Week in Markets, we recap the latest FOMC action and elaborate why this may be a good time for bond investments.  In China, th...

Market Outlook Mid-Year 2023

14 Jun 2023

Contributed by Lukas

2023 was meant to be the year in which we witnessed a major cool-down but this has not played out quite as expected. So, what is on the cards now?In t...

The Week in Markets - A New Bull Market

12 Jun 2023

Contributed by Lukas

From its low in October last year, the S&P 500 index is up over 20%, meaning it meets the technical definition of a bull market. Its largest compa...

The Week in Markets – Relief for the Markets after US Debt Deal and Likely Fed's June ‘Skip’

06 Jun 2023

Contributed by Lukas

In this episode of The Week in Markets Magdalene Teo, Head of Fixed Income Research Asia, talks about the resolution of the debt deal in the US and ke...

In Conversation with GROW – Outlook for China’s Economy

05 Jun 2023

Contributed by Lukas

In this episode of the monthly podcast series with our China partner GROW Investment Group (GROW), Richard Tang, China Strategist and Head Research Ho...

Special D&I Episode: LGBTQ+ Pride Month

31 May 2023

Contributed by Lukas

Pride Month celebrates and commemorates lesbian, gay, bisexual, transgender, queer (LGBTQ+) pride which began after the Stonewall riots in the US in 1...

The Week in Markets – Staying on the Sidelines

30 May 2023

Contributed by Lukas

In this episode of the week in markets, Equities Research Analyst Jen-Ai Chua discusses the progress made in resolving US debt ceiling issues, and key...

Nico Rosberg on living and investing sustainably

26 May 2023

Contributed by Lukas

Following a thrilling career, Formula 1 world championship winner Nico Rosberg retired from motor racing in 2016. But life off the track has proven no...

Singapore REITs: Time to buy?

24 May 2023

Contributed by Lukas

In this episode, we discuss how the tide appears to be turning in favor of the Singapore REITs, as their leveraged business model which worked against...

The Week in Markets - S&P 500 Index Retraces Half of Last Year's Losses

23 May 2023

Contributed by Lukas

The S&P 500 index has now retraced 50% of last year’s bear market decline. Once that milestone had been breached in previous bear markets since ...

Japan - Re-opening and Reform

18 May 2023

Contributed by Lukas

The Tokyo Stock Price Index has returned 12% in yen and 8% in dollars this year, on par with the S&P 500. Japan lifted Covid restrictions only rec...

The Week in Markets - Looking for Alternatives

16 May 2023

Contributed by Lukas

In this episode of The Week in Markets, we recap the key topics on the US economy and explain the US market resilience.  More importantly, we discuss...

Investing Insights: Structured Products – Versatile solutions to complement portfolios

10 May 2023

Contributed by Lukas

In this podcast episode, we explore the world of structured products and how they can provide unique investment solutions in any market environment. T...

The Week in Markets - The last rate hike has happened

09 May 2023

Contributed by Lukas

In this episode of The Week in Markets, it's too early to say the rout in regional bank stocks is over, but the big deposit outflows seem to have stop...

How to succeed for generations

03 May 2023

Contributed by Lukas

How important is succession planning? And without the right timing, what kind of obstacles can families face? In this episode of Beyond Markets, we sp...

The week in markets - Q1 earnings beating expectations

02 May 2023

Contributed by Lukas

In this episode of The week in markets, the market seems to be breathing a sigh of relief about the takeover of First Republic Bank. Unlike with Silic...

In Conversation with GROW: Chinese consumption – an uneven recovery

02 May 2023

Contributed by Lukas

In the second episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss the uneven recovery of Chinese co...

Sell in May and go away in 2023?

27 Apr 2023

Contributed by Lukas

Most investors are aware of the old adage, “Sell in May and go away”. But where does this saying come from and is it really that straightforward? ...

The week in markets - The US Economy's Tug of War

25 Apr 2023

Contributed by Lukas

In this episode of The Week in Markets, CNBC’s All America Economic Survey, the Philadelphia Fed’s Manufacturing Index, the Conference Board’s L...

Refresh of Market Outlook 2023 - #Spring Cleaning

20 Apr 2023

Contributed by Lukas

In this episode we will be revisiting Julius Baer's views on Market Outlook 2023 and discussing how to position portfolios in this everchanging market...

The week in markets - April is a good month for stocks

18 Apr 2023

Contributed by Lukas

In this episode of The Week in Markets, Julius Baer Investment Analyst Jen-Ai Chua reminds us that April is historically a good month for stocks. Good...

How to select bonds in a challenging environment

12 Apr 2023

Contributed by Lukas

Bonds have been hitting headlines for all the wrong reasons of late. In 2022 we saw a fall in bond prices with the accompanying substantial rise in yi...

The week in markets - divergence in focus

11 Apr 2023

Contributed by Lukas

In this episode, we focus on the divergence of the equity and interest rate markets in pricing the economic outlook especially in the US, and the resu...

The week in markets – Five things to note in the markets

04 Apr 2023

Contributed by Lukas

In this episode, we discuss five things to note. Firstly, we will review how the market has been doing. Second, we check out what investors have been ...

In Conversation with GROW: Will the China market rally continue after the recent pullback?

03 Apr 2023

Contributed by Lukas

In the first episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss our outlook for the China market a...

Leadership Voices – Hear about Leadership Development at Julius Baer

30 Mar 2023

Contributed by Lukas

Listen to this fascinating conversation between Robert Hooijberg, Professor of Organisational Behaviour at IMD, and Marianne Schenk, Global Head of Le...

The week in markets - Banking sector turbulence

28 Mar 2023

Contributed by Lukas

The epicenter of the banking sector storm, Silicon Valley Bank, was taken over last night by another bank named First Citizens BancShares. Still, the ...

Digital assets in the midst of banking turmoil

27 Mar 2023

Contributed by Lukas

What does the recent turmoil in financial markets mean for digital assets? In this episode Manuel Villegas, Next Generation Research analyst, and Alex...

Next Generation: China takes the driver's seat in the EV race

24 Mar 2023

Contributed by Lukas

In China, one out of every four cars sold last year was electric. Globally, Chinese electric vehicle (EV) sales represented around 2/3 of total EV sal...

The Week in Markets

21 Mar 2023

Contributed by Lukas

It can’t be the end of the world when the NASDAQ is up 12% so far this year. The Philadelphia Fed's Business Outlooks Survey at -23.2 and the Univer...

The growth of AI and what it means for investors

15 Mar 2023

Contributed by Lukas

Everybody’s talking about Artificial Intelligence (AI). In this episode of the Beyond Markets podcast, “The growth of AI and what it means for inv...

The week in markets - The SVB challenge

14 Mar 2023

Contributed by Lukas

In this episode, we discuss the failure of SVB, including how that happened, what is the regulatory response, and how it affects our investments.  Th...

The Week in Markets

07 Mar 2023

Contributed by Lukas

The bellwether 10 year treasury yield fell back below the psychologically significant 4% level last Friday. Although inflation is still high and the F...

Special D&I Episode: International Women’s Day 2023 #EmbraceEquity

07 Mar 2023

Contributed by Lukas

In this special episode celebrating International Women’s Day, we speak with Evangelia (Evie) Kostakis, Group Chief Financial Officer and Member of ...

The week in markets - interest rate fears are vastly exaggerated

28 Feb 2023

Contributed by Lukas

In this episode, we discuss about core personal consumption expenditures rising 4.7% year on year in January, higher than both the December reading an...

The week in markets - It's all about inflation

21 Feb 2023

Contributed by Lukas

The economy is evolving in a way that no one expected – none of the January real data hints at the recession lead indicators are showing; in fact th...

The big economic questions

15 Feb 2023

Contributed by Lukas

Our analysts called the Market Outlook 2023 ‘The year of the cool-down’. This sounds good if we are referencing inflation, but slower economic gro...

The week in markets - Central bank love

14 Feb 2023

Contributed by Lukas

In this episode of the week in markets, Julius Baer Equities Analyst Jen-Ai Chua discusses the nomination of Professor Kazuo Ueda as the next governor...

The week in markets - Sentiment swing

07 Feb 2023

Contributed by Lukas

In this episode of the week in markets, Richard Tang, Head of Research Hong Kong at Julius Baer, talks about the latest developments in the US and the...

China’s reopening – A tailwind for Asia and the world

06 Feb 2023

Contributed by Lukas

It is one of the most significant economic events of 2023. After nearly three years of the world’s strictest Covid-19 containment measures, China re...

The week in markets - The start of the hike

31 Jan 2023

Contributed by Lukas

In this episode of the week in markets, Kelly Chia, Deputy Head of Research Asia at Julius Baer, talks about the top five things investors should keep...

Market Outlook 2023 – The year of the cool-down

18 Jan 2023

Contributed by Lukas

After a very challenging 2022, both growth and inflation are set to slow in 2023. In this episode of the Beyond Markets podcast, Christian Gattiker, H...

The week in markets: Five things to think about this week

17 Jan 2023

Contributed by Lukas

In this edition of the week in markets, Kelly Chia, Deputy Head of Research Asia at Julius Baer, talks about the year-to-date performance of the marke...

Special D&I Episode: How to communicate more inclusively

11 Jan 2023

Contributed by Lukas

Language and communication can build relationships and forge connections, but it is equally liable for creating barriers and impacting someone’s sen...