Beyond Markets by Julius Bear Podcast

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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Our analysts called the Market Outlook 2023 ‘The year of the cool-down’. This sounds good if we are referencing inflation, but slower economic growth is a different story. In this episode of the Beyond Markets podcast: ‘The big economic questions’, David Kohl, Chief Economist at Julius Baer, talks to Bernadette Anderko, Investment Writer, about what he sees as the big topics for investors now, including interest rate expectations, recession likelihoods, cooling labour markets, and the impact of China’s reopening on the rest of the world.