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 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 performance.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 Rather than oil pastel or charcoal, artist Refik Anadol’s medium of choice is data. Nicolas de Skowronski, Head Wealth Management Solutions at Julius Baer, met Refik at Art Basel 2023 to discuss the exciting applications of AI in the art and business world. Listen now to hear their conversation.

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 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 after a year or more months without one, it was up a year later in all but one, and the average return in all 14 times was 15%. With equal-weighted indices still below their highs, this is still a technology-driven bull market. Past presidential election cycles show the market tends to do well both 6 months before and after elections, regardless of the ideology of the winner.This episode is presented by Mark Matthews, Head of Research Asia Pacific.

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 the wake of the global financial crisis in 2008, the wealth management industry was bracing itself for significant disruption. Fintechs were poised to take over and traditional institutions looked to be facing a turbulent future. But over a decade later, the reality is somewhat different. In this Next Generation episode of Beyond Markets, we are joined by Carsten Menke, Head of Next Generation Research at Julius Baer, to discuss why disrupting the financial industry has been more difficult than thought and what we can expect going forward.

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 global inflation and growth rates finally slowed down in 2023, what should investors expect for 2024?In this episode of the Beyond Markets podcast ‘Market Outlook 2024 – the start of a new cycle’, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko, Investment Writer about the current and expected market environment as the new economic cycle unfolds, and what opportunities this should present.00:33 Introduction01:16 When will rate cuts begin?03:22 Global growth and inflation expectations for 202404:29 A soft landing is expected05:43 Risks from China09:04 Our key calls for 202413:27 Fixed income in focus16:38 Emerging markets bond recommendations19:27 Developed market equities- Quality growth and a defensive tilt23:25 Add cyclicals in anticipation of the new cycle24:29 Japanese equities27:44 Swiss assets29:39 Commodities31:23 US election yearWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. 

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 are going to lay out why investors could be feeling the shakes in short term but would still be happier longer term.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).

The podcast discusses recent developments in the Chinese market, including the key messages and implications of the Central Economic Working Conference. It explores GDP growth expectations for 2024, the possibility of rate cuts to avoid deflation, and measures to restore market confidence. The speakers also analyze China's economic policy, focusing on the semiconductor and new energy industries, the impact of the property sector on the economy, and the need for a new growth model.

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, Mark Matthews, Head Research Asia Pacific analyses the economic data and market moves of recent days: including US December nonfarm payrolls coming above expectations, 10-year treasury yields moving above 4%, and the performance of the S&P 500 index in the first week of trading. What does history tell us about how the S&P 500 performs for the full year, after a negative return in the first week? How has the US stock market performed in election years? Tune in to find out 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 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&P 500 index returning 26% in 2023. We need to remember that 2022 was a bear market, and in fact the index is only at the same level it was two years ago. The reasons for last year’s earnings recession were high inflation and high interest rates. But inflation has come down, and all indications are that interest rates will too. Earnings growth of about 10% this year and next is not an unreasonable assumption.

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 Dominique Maire (Head Equity and Fixed Income Investment Management) and Chris Irwin (Head FX and Metals Trading Asia Pacific) review how stocks, bonds and the precious metal markets performed in 2023. They discuss their investment preferences for 2024 including investment grade credit, quality emerging market corporate bonds and dividend growers. They also speak about the key drivers and technicals for precious metals, including large redemptions for Gold ETFs in 2023 and a survey showing many Chinese consumers are intending to purchase gold jewellery. This episode is moderated by Mark Matthews, Head Research Asia Pacific at Julius Baer. We wish all our listeners a Happy Holiday season and we look forward to speaking with you in the New Year!