Beyond Markets

China’s pandemic u-turn

10 Jan 2023

Contributed by Lukas

The pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets ...

Equity strategies for 2023: Quality and Thematic investing

06 Jan 2023

Contributed by Lukas

2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As ...

The week in markets – 2022 in review

20 Dec 2022

Contributed by Lukas

2022 will go down in financial history as an exceptional year in which almost all assets lost value. Join Julius Baer Deputy Head of Research Asia, Ke...

What to consider when investing in private markets

14 Dec 2022

Contributed by Lukas

In this episode of the Beyond Markets podcast “What to consider when investing in private markets”, Simon Ibbitson, Head of Private Markets Fund D...

The week in markets: it all depends on the Fed

13 Dec 2022

Contributed by Lukas

In this podcast, Julius Baer head of research Asia Mark Matthews discusses the decline in the oil price and its impact on inflation, and how if curren...

European private credit – insights and opportunities

07 Dec 2022

Contributed by Lukas

Over the past few years, there has been heightened interest in US middle market direct lending and a proliferation of funds investing in the space. Bu...

The week in markets: is China back in the game?

06 Dec 2022

Contributed by Lukas

In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks among other about China’s reopening, room for more price appreciation in...

The week in markets: the probability of a recession

30 Nov 2022

Contributed by Lukas

In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks about recent comments by some voting members of the Federal Open Market Co...

The week in markets: all quiet on the western front

23 Nov 2022

Contributed by Lukas

In this episode, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering...

Key takeaways from the Q3 earnings season

16 Nov 2022

Contributed by Lukas

In this episode of the Beyond Markets podcast “Key takeaways from the Q3 earnings season”, Mathieu Racheter, Head of Equity Strategy Research at J...

The week in markets

15 Nov 2022

Contributed by Lukas

Host Mark Matthews, Head Research Asia at Julius Baer shares the latest market headlines, stories and insights.

US mid-term elections – A post-election analysis

10 Nov 2022

Contributed by Lukas

In this episode Julius Baer expert Mark Matthews, Head Research Asia Pacific, and guest speaker Curtis Chin, former US Ambassador and Chair of the Mil...

TLAC Bonds: What you should know

08 Nov 2022

Contributed by Lukas

Total Loss Absorption Capacity (TLAC) Bonds were first introduced in 2015 to ensure that global systemically important banks (G-SIBs) have enough equi...

What nervous investors should make of financial markets

02 Nov 2022

Contributed by Lukas

Many investors are anxious, and understandably so, but the current market environment also provides plenty of opportunities. In this episode of the Be...

The week in markets – CIO Asia Update

01 Nov 2022

Contributed by Lukas

In this special episode of the week in markets, Bhaskar Laxminarayan, CIO Asia Pacific and Mark Matthews, Head Research Asia Pacific at Julius Baer sh...

What’s wrong with Gold?

26 Oct 2022

Contributed by Lukas

What a year it has been! Financial markets have swung from all-out bullishness to maximum bearishness. Most asset classes equities, bonds, crypto-coin...

The week in markets

25 Oct 2022

Contributed by Lukas

Weekly summary of market headlines, stories and insights from our Julius Baer experts.

The impact of the US dollar strength on investors and the world

19 Oct 2022

Contributed by Lukas

With the US dollar extending its rally and breaking 20-year highs, what does it mean for the rest of the world? Who have been the winners and losers? ...

The week in markets

18 Oct 2022

Contributed by Lukas

Weekly summary of market headlines, stories and insights from our Julius Baer experts.

The week in markets

11 Oct 2022

Contributed by Lukas

Weekly summary of market headlines, stories and insights from our Julius Baer experts.

Special D&I Episode: Improving our Mental Health and Resiliency

10 Oct 2022

Contributed by Lukas

In celebration of World Mental Health Day on 10 October, Beyond Markets brings you a special episode on how to improve your Mental Health and Resilien...

Market Outlook Year-end 2022 – Look for lows but stay open-minded

05 Oct 2022

Contributed by Lukas

Growth is slowing and rates are rising – this year has been very challenging for investors so far. In this episode of the Beyond Markets podcast “...

The week in markets

04 Oct 2022

Contributed by Lukas

Weekly summary of market headlines, stories and insights from our Julius Baer experts.

The week in markets

27 Sep 2022

Contributed by Lukas

Weekly summary of market headlines, stories and insights from our Julius Baer experts.

The week ahead in markets (19.09.2022)

19 Sep 2022

Contributed by Lukas

Weekly summary of the latest market headlines and relevant insights from our Julius Baer experts.Find out everything you need to know for the week ahe...

How to invest into the year end 2022

08 Sep 2022

Contributed by Lukas

Markets had a lot to digest this year with spiking inflation, aggressive central bank tightening, the Ukraine war and the ongoing pandemic taking a to...

Central banks to keep fighting inflation

06 Sep 2022

Contributed by Lukas

This year so far has been the worst 8 months on record for fixed income markets. In this episode of the Beyond Markets podcast: “Central banks to ke...

Future of Asia Wealth Management: Digital Assets – Unclaimed Territory

18 Aug 2022

Contributed by Lukas

Digital Assets are an important consideration for the future of Asia Wealth Management as ever more investors demand new services and solutions. In th...

Healthcare stocks lead the way

10 Aug 2022

Contributed by Lukas

One of the structural tailwinds that the healthcare sector is set to benefit from is the sharp rise in the number of people over the age of 65. Histor...

Q2 earnings season so far

02 Aug 2022

Contributed by Lukas

There are a number of factors that drive equity markets but investors are really focused on the earnings season at the moment. In this episode of the ...

Future of Asia Wealth Management – ESG Investing

20 Jul 2022

Contributed by Lukas

ESG Investing is an important consideration for the Future of Asia Wealth Management. In this episode, we discuss the findings of a comprehensive surv...

Asia Real Estate: A good inflation hedge?

13 Jul 2022

Contributed by Lukas

In the current economic climate of rising rates along with the prospect of slowing growth, can investors find refuge from inflation in property? Which...

Currency matters

05 Jul 2022

Contributed by Lukas

The impact of currency fluctuations on the performance of a portfolio can be significant over time. In this episode of the Beyond Markets podcast: ‘...

What is driving market weakness?

30 Jun 2022

Contributed by Lukas

Equity markets have showed continued weakness in the last month, supported by sustained inflation, macro uncertainty and negative investor sentiment. ...

Digital Assets – a rollercoaster ride to nowhere?

21 Jun 2022

Contributed by Lukas

Digital assets have fallen in tandem with equity markets in recent weeks. Our experts take a closer look at the key factors for the recent selloff and...

Market Outlook Mid-Year 2022 – The price of getting ahead of the curve

16 Jun 2022

Contributed by Lukas

Our experts believe there are many conflicting factors at work at the moment but that overall, we are not heading for a recession. To find out more, ...

Special D&I Episode: Beyond Markets talks to Gina Battye about creating fully inclusive workplaces

31 May 2022

Contributed by Lukas

Gina Battye is a world-renowned Consultant for Psychological Safety and LGBT+ Inclusion. She works with leading global organisations and is a best-sel...

Fixed income opportunities in a rising rate environment (Part 2)

26 May 2022

Contributed by Lukas

The trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high...

Fixed income opportunities in a rising rate environment (Part 1)

23 May 2022

Contributed by Lukas

The trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high...

Crypto Matters – Update on Crypto Markets

19 May 2022

Contributed by Lukas

Last week saw a shakedown in crypto markets with broad-based drawdowns for many leading tokens driving one of the largest weekly declines in total cry...

Q1 earnings season. A battle between investor sentiment and the fundamentals

17 May 2022

Contributed by Lukas

This year’s sell-off in equity markets has been disproportionately driven my investor sentiment. However, as sentiment is only a short-term driver o...

India Market Update – What lies ahead?

13 May 2022

Contributed by Lukas

Last year, India’s benchmark index Nifty returned 23.3% in US dollars, including dividends, placing it among the best-performing equity markets in t...

Resilient companies

03 May 2022

Contributed by Lukas

We know that investing in equities should pay off in the long run, but we also know that equities can be very volatile over a shorter period of time. ...

What are central banks doing to curb inflation?

27 Apr 2022

Contributed by Lukas

Inflation is back with a vengeance and certainly seems to be the topic on everyone lips these days but the term ‘inflation’, while straightforward...

French Presidential Election – First analysis of the results

26 Apr 2022

Contributed by Lukas

Emanuel Macron has won France's presidential election, fending off a historic challenge from far-right candidate Marine Le Pen last Sunday. Macron too...

Earth Day 2022: How can we invest in our Planet?

21 Apr 2022

Contributed by Lukas

At Julius Baer, we believe that Sustainability is a journey and not about one day in a year. Nevertheless, Earth Day on 22 April still serves a purpos...

Investing in private credit – insights and outlook

20 Apr 2022

Contributed by Lukas

For many years now, global interest rates have been close to historic lows, driving yield-oriented investors to seek alternative sources of income. Mo...

Hydrogen – part of the future energy system?

05 Apr 2022

Contributed by Lukas

Most people would agree that climate change is a very serious issue. Could hydrogen be part of the solution? In this episode of the Beyond Markets pod...

China - A dramatic turnaround, but headwinds remain

24 Mar 2022

Contributed by Lukas

The volatility in the China and Hong Kong markets in the recent weeks has been unprecedented. What are the reasons behind this? And what should invest...

Hospitality and travel in a world after Covid

17 Mar 2022

Contributed by Lukas

As countries across the globe are easing travel restrictions, no sector is watching with greater anticipation than the hospitality sector, which has b...

Special D&I Episode: International Women’s Day Podcast: #BreakTheBias

08 Mar 2022

Contributed by Lukas

In this special International Women’s Day episode, Elaine Ngim, Head of Investment Advisory Singapore and Silvia Wegmann, Head of Sustainable Invest...

What we have learnt from the Q4 2021 earnings season

07 Mar 2022

Contributed by Lukas

The Q4 2021 earnings season is slowly but surely coming to an end and has once again caused major market movements. This, along with events currently ...

Ten of the biggest mistakes during a market crash or correction

04 Mar 2022

Contributed by Lukas

Markets can certainly be bumpy at times, and when they’re falling, investors would love to know if they’re witnessing a brief correction, or if it...

Technical analysis

02 Mar 2022

Contributed by Lukas

What exactly is technical analysis, why is it important and how does it differ from fundamental analysis? To start with, technical analysis is based ...

Oil market update and the Ukraine Crisis

25 Feb 2022

Contributed by Lukas

After Russia’s dramatic escalation of the Ukraine crisis, oil prices have seen some dramatic moves. Brent oil surged past USD100 a barrel for the fi...

Will technology stocks regain their lead?

23 Feb 2022

Contributed by Lukas

Over the past decade, the technology sector has massively outperformed the rest of the market. But lately the stock market has soured on the technolog...

Singapore Real Estate Investment Trusts (S-REITs) – Survival of the fittest

16 Feb 2022

Contributed by Lukas

Although it has been rather quiet on the Singapore Real Estate Investment Trusts (S-REITs) front in the past year, there is definitely a case to be ma...

Looking for Alternatives to Fixed Income

01 Feb 2022

Contributed by Lukas

In a world with historically low interest rates where trillions of bonds are yielding less than zero, the environment is a challenging one for fixed i...

Non Fungible Tokens (NFTs): Beyond 69 million dollar pixels

26 Jan 2022

Contributed by Lukas

Would you pay USD 69m for a collage of 5000 digital pictures? Well, someone in Singapore did just that and catapulted the small world of Non Fungible ...

Decentralised Finance (DeFi) - 100 times and beyond

19 Jan 2022

Contributed by Lukas

What if we told you that there is a financial segment that has not just doubled or tripled but grown over 100 times in two years? Enter the world of D...

Market Outlook 2022 – Getting back in shape

11 Jan 2022

Contributed by Lukas

What’s in store for investors in 2022 and where should they focus their attention? Our experts believe that we will see the economy “getting back ...

2021 Year-End Review

21 Dec 2021

Contributed by Lukas

The year 2021 has been a roller coaster ride for financial markets, with plenty of highs but also some lows. As we say goodbye to 2021, now is a good ...

What we have learned from earnings season

01 Dec 2021

Contributed by Lukas

As with all earnings seasons, the Q3 season has been a very interesting one. In this episode our experts Cheng Hin Saw, Head Equity Specialists Asia a...

Let’s talk about gold

24 Nov 2021

Contributed by Lukas

While other asset classes have risen rapidly this year, there has been less talk about gold recently. Compared to 2020, when we saw a breathtaking rec...

Fixed income yoga

17 Nov 2021

Contributed by Lukas

Bond markets have been volatile recently, in fact the whole year has been a wild rollercoaster ride for fixed income investors. Uncertainty in the mar...

It’s tapering time for the Fed

10 Nov 2021

Contributed by Lukas

After the Federal Reserve’s (Fed) meeting last week, Chairman Jerome Powell explained that they would start to reduce the pace of asset purchases, a...

Global education – can it still fix inequality?

03 Nov 2021

Contributed by Lukas

Covid-19 has disrupted education on an unprecedented scale and challenged policymakers, governments, schools, and families profoundly. Has education t...

Climate Change – Hope, action, change

27 Oct 2021

Contributed by Lukas

After a year of extreme weather events and the sobering report from the Intergovernmental Panel on Climate Change (IPCC), all eyes are on the upcoming...

What is driving India's stock markets to new highs?

20 Oct 2021

Contributed by Lukas

The panic caused by the Covid-19 pandemic sent the Indian stock market into a tailspin in March 2020, but it also sowed the seeds of the next bull mar...

China Strategy: Navigating VIE and ADR Risks

13 Oct 2021

Contributed by Lukas

China prohibits foreign investments in certain industries. Variable Interest Entity (VIE) is a popular business structure that Chinese corporates use ...

German Federal Election – Results and implications

28 Sep 2021

Contributed by Lukas

Germany’s Social Democrats narrowly won Sunday’s national election by 25.7% of the vote, ahead of 24.1% for Merkel’s CDU/CSU conservative bloc. ...

Asian Property – Will the rally continue?

22 Sep 2021

Contributed by Lukas

In this episode our experts talk about the sector that’s been getting investors all excited but keeping policy makers awake at night – Asian prope...

Market Outlook Year-End 2021 – Ample opportunities amid a growth consolidation

15 Sep 2021

Contributed by Lukas

After a flash recession followed by a strong rebound investors may wonder what is next. Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, M...

Will Covid end with the vaccination?

08 Sep 2021

Contributed by Lukas

In this episode our expert speakers address the question that has been on everybody’s mind: When and how will the pandemic end? What are the differe...

Singapore's future after the pandemic - The Retail industry reopens

06 Sep 2021

Contributed by Lukas

On the occasion of Singapore’s four-step reopening plan with the end goal being a Covid-19-resilient nation, we have dedicated a mini-series to Sing...

Singapore's future after the pandemic - The Hospitality industry reopens

01 Sep 2021

Contributed by Lukas

As Singapore has embarked on the first stage of a four-step reopening with the end goal being a Covid-resilient nation and a “new normal” for the ...

Singapore's Future after the Pandemic - A Nation Reopens

18 Aug 2021

Contributed by Lukas

As Singapore has embarked on the first stage of a four-step reopening with the end goal being a Covid-resilient nation and a “new normal” for the ...

Emerging Markets Showdown: China vs Latin America

11 Aug 2021

Contributed by Lukas

In this episode, our Julius Baer experts take a closer look at the two regions Latin America (LatAm) and China. Should Latin America or China, or perh...

China: In the eye of the storm

29 Jul 2021

Contributed by Lukas

Investor confidence has been shaken by a regulatory onslaught in China across multiple sectors such as big tech, education, food delivery and property...

Special D&I Episode: Diversity Matters

27 Jun 2021

Contributed by Lukas

In this special Pride Edition episode, Pearlyn Wong, Head of Investment Promotion & Solutions Asia, Dame Inga Beale, former CEO of Lloyd’s of Lo...

Blockchain and Cryptocurrencies – Contemporary issues and the way forward

25 Jun 2021

Contributed by Lukas

In this final episode Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, founder of Lightbulb Capital, and Alex Ruch...

Blockchain and Cryptocurrencies – the future of money and data?

23 Jun 2021

Contributed by Lukas

In this second episode of our cryptocurrency podcast mini-series Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, ...

Demystifying Blockchain and Cryptocurrencies (Part 2)

16 Jun 2021

Contributed by Lukas

The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-w...

Demystifying Blockchain and Cryptocurrencies (Part 1)

16 Jun 2021

Contributed by Lukas

The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-w...

Is inflation here to stay?

10 Jun 2021

Contributed by Lukas

We cannot deny that inflation is already present, the bigger question however is will it stay with us? In this episode our Chief Economist David Kohl...

Market Outlook mid-year 2021: more rotation, less direction

18 May 2021

Contributed by Lukas

As we are about to enter the second half of the year, Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, Chief Investment Officer and Head...

Will electric cars drive platinum prices?

11 May 2021

Contributed by Lukas

Chris Irwin, precious metals trader in Singapore and Norbert Ruecker, Head of Economics and Next Generation Research based in Zurich talk about Platin...

Tourism Post-Covid: In conversation with Michael Cawley, former COO of Ryanair

04 May 2021

Contributed by Lukas

The Covid-19 pandemic has been a watershed moment for tourism, as the whole world remained confined to their homes. Although the crisis is far from ov...

Rise of ESG: Should you care?

25 Apr 2021

Contributed by Lukas

Over the last few years, the value of ESG as a key theme for investors has skyrocketed, and this trend is only expected to continue. Although there ha...

The Indian Growth Story – What’s Next?

30 Mar 2021

Contributed by Lukas

Following a challenging year marked by the pandemic, India’s economy is expected to rebound in 2021, reclaiming its position as the world’s fastes...

Special D&I Episode: Women & Wealth

05 Mar 2021

Contributed by Lukas

In this International Women’s Day special episode our Singapore based Research Analyst Jen-Ai Chua and Head of Investment Promotion & Solutions ...

What is the outlook for the US dollar?

01 Mar 2021

Contributed by Lukas

Our FX Specialist Sabrina Choy and Deputy Head of Research Asia Pacific Kelly Chia discuss their US dollar forecast and explain major factors that may...

Market Outlook 2021: Contain and Heal

11 Feb 2021

Contributed by Lukas

CIO Asia Bhaskar Laxminarayan and Head of Research Asia Mark Matthews review Julius Baer’s key themes for the first trimester, discuss the dynamics ...

Is there always a silver lining in precious metal markets?

11 Feb 2021

Contributed by Lukas

It was a week of turbulence in silver markets. Does this signal longer term volatility for the grey metal or is this merely a short term event? Find o...

All eyes on Gold

26 Jan 2021

Contributed by Lukas

2020 was probably the most exciting year ever in the gold market for Chris Irwin, Precious Metal Trader and Carsten Menke, Head of Next Generation Res...

Market Outlook for 2021: Fixed Income

20 Jan 2021

Contributed by Lukas

In the second part of our Market Outlook for 2021 Mark Matthews, Head of Research APAC and Marian Mak, Head of Fixed Income Specialists Hong Kong focu...

Market Outlook for 2021: Equities

20 Jan 2021

Contributed by Lukas

In the first part of our Market Outlook for 2021 Mark Matthews, Head of Research APAC and Cheng Hin Saw, Head of Equities Specialists Asia focus on Eq...

Year-end review and outlook for 2021

23 Dec 2020

Contributed by Lukas

In this special year-end episode Bhaskar Laxminarayan, CIO Asia Pacific, and Mark Matthews, Head of Research Asia Pacific review the year 2020 and dis...

China: looking back and ahead

15 Dec 2020

Contributed by Lukas

In this episode, our Head of Research APAC Mark Matthews and our Head of Research Hong Kong Richard Tang discuss how the Chinese market has changed ov...