Beyond Markets

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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. Mr Warren Buffet’s c.USD168bn dollar cash pile looks to grow with “little deal flow”.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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 issue. In order to keep matters fair for all parties, what should wealth creators do? And if you’re on the cusp of married life, how can you broach the subject with your spouse-to-be? In this episode, tune into the fascinating insights of Martyn Carre, Head of Key Clients and Positioning, Fiduciary Services at Julius Baer.

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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 markets to start later this year, which should support emerging market hard currency debt. In this episode of the Beyond Markets podcast, Helen Freer, Investment Writer, talks to Esteban Polidura, Head of Americas Investment Strategy, and Dario Messi, Fixed Income Strategist, about this segment of the bond market and why we currently like it.01:15 Why do we like EM hard-currency bonds?04:27 Why invest in EM hard-currency debt rather than equities?05:33 What about investing in developed market high-yield debt?06:49 Do we like any regions in EM in particular?09:00 Shorter-dated or longer-dated bonds?09:42 Why we like EM hard-currency bonds and not local currency bonds?12:30 What risks are involved in such investments?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.

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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 recession. This episode is presented by Kelly Chia, Deputy Head of Research, Asia.

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts After multiple years of underperformance, we believe that 2024 could be a comeback year for the Singapore Real Estate Investment Trusts (S-REITs), with the macro tide turning towards expectations of a pause in the hiking cycle and cut in interest rates. The sector’s significant underperformance positions them well for a short term rebound trade – albeit with some volatility, given the data dependent nature of the Fed pivot. We maintain a neutral view over the medium term as high but stable interest rates are likely to continue putting upward pressure on interest costs, slowing distributable income growth. Investors can consider three ways to augment REIT returns in the current climate: 1) Buy the quality laggards, 2) Invest in the inorganic growers, and for more risk tolerant investors: 3) Consider quality Greater China names with turnaround potential as a source of long term upside.This episode is presented by Jen-Ai Chua, Research Analyst in Singapore

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts The January core consumer price index rose 0.4% month/month, the highest reading since 1995 excluding the pandemic. The culprit was lodging (hotels and motels), which is unlikely to be repeated. Still the CPI reading may be an excuse for a pull-back in the S&P 500 index of in the high single digits or even low double-digits, even as the market is (we believe) in a primary bull trend. Vice President Kamala Harris said “I am ready to serve. There’s no question about that”. Her popularity is however as low as Biden’s. Former Secretary of State Hillary Clinton said President Joe Biden’s age is a “legitimate” issue. She has an ardent fan base among the 400 superdelegates who will decide the Democrat candidate in August. 

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, our experts discuss the topic of sustainable investing, regulatory changes and the latest developments in sustainability initiatives. They debunk the negativity associated with ESG and greenwashing, share the Julius Baer Sustainable Investment Methodology, and elaborate on success cases of companies that have transitioned into more sustainable business models.Tune into this insightful episode featuring Isak Ahlbom, Head of Sustainable Investment Methodology in Switzerland, along with Laura Wong, Fixed Income Specialist in Singapore, to find out more.(00:43) - Introduction(01:26) - Is Sustainable Investing still relevant for investors?(03:07) - What’s our take on news of greenwashing accusations?(05:51) - Do outflows from Sustainability focused funds signify investors are no longer interested in this space?(07:48) - What is Julius Baer’s Sustainable Investment Methodology?(09:20) - Can sustainable investing and good investment returns go hand in hand?(10:31) - What are some success cases?(15:23) - Concluding remarks

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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 recent measures to support the market make a difference? What is the outlook for the Chinese property market and high-end manufacturing? And finally, have Chinese government bond yields bottomed? This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer with Hong Hao, Partner and Chief Economist at GROW Investment Group. For our listeners who celebrate Lunar New Year, we wish you a happy and prosperous Year of the Dragon!

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts In this episode, our experts discuss the market outlook for 2024 and offer valuable strategies for various asset classes and effective portfolio management. Covering market trends to regional client positioning observations, they share practical advice on managing home-bias and explore important topics including active vs passive investing, relevance of the classic 60:40 asset allocation, the role of alternative investments and much more.Don’t miss this insightful episode featuring Yves Klenk, Head of Markets & Wealth Management Solutions Hong Kong and Head of Investment Advisory Hong Kong, along with Saumil Sheth, Senior Investment Advisor and Head of Global NRI & Private Banking International Market Segments Singapore. Tune in to know more.

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts 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 investors are concerned about the valuations and positioning of US megacap stocks, our analysis suggests that they are far from frothy, with solid earnings delivery supporting further outperformance. In contrast, the liquidity dynamics in the Chinese market look more challenging.This is presented by Richard Tang, China Strategist and Head Research Hong Kong of Bank Julius Baer.