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 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 watches. Will it be enough to spur people to upgrade their phones? On Wednesday, we will get US inflation data which could make the Fed stay high-for-longer. Finally, September is usually a scary month for investors but in our analysis, this time is likely a good time to buy stocks for the year end.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).

Discussion about the previous week's market performance, concerns affecting global markets, upcoming major data points, and positive sentiment towards Chinese real estate developers

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 What does your dream retirement look like? For many high-net-worth individuals, maintaining your standard of living after stepping back from work is hugely important. In this episode, we’re joined by Gaetano Petrocelli, Head of Wealth Planning Insurance at Julius Baer, to discuss how you can prepare to make your wealth last, whether you retire at home or abroad.

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 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 economy 30 years ago to a USD 3.2 trillion economy this year – a tenfold increase. It’s the fifth largest economy in the world, and by the end of the decade it’s forecast to be number three. India is also the fifth largest stock market in the world. A hundred dollars invested in India’s Nifty index 30 years ago, would be 1,600 dollars today. So, what happened in India? Our Julius Baer experts Mark Matthews, Head of Research Asia, and Rupen Rajguru, Head of Equity Investment and Strategy discuss the reasons behind India’s impressive growth story and explore why India is such a compelling investment case today. Tune in to our podcast and embark on a journey of growth and opportunity in India.

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 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 21%, and from 35% to 42% at the November meeting. Yet the Wall Street Journal’s interpretation was largely dovish, noting the phrase “proceed carefully” was used twice. JP Morgan Chase’s card tracker is indicating that August retail sales will likely be down month on month, which would be welcome after July’s big increase. August is on average not a stellar month for the S&P 500 index, nor is September or even October. It’s only in November on average that stocks get lift off into the year end.

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 special diversity and inclusion episode Wen Han Choy from JB Cares talks to Beyond Social Services (BSS), a Singapore-based NGO and charity that helps lower-income and less privileged families in Singapore. What’s the state of poverty in a wealthy nation like Singapore? How does Julius Baer collaborate with local partners to give back to society? What are BSS’ success stories? And how can our listeners get active and support BSS as volunteers? Find out more in this episode with guest speakers Ranganayaki Thangavelu, Deputy Executive Director, and Shariffah Nureza Binte Syed Ayoub Alsagoff, Community Worker at BSS. About JB CaresThe JB Cares SG chapter is part of the Bank’s global network of employee/volunteer-led organisations in various locations. The areas of focus are Education, Health and Children, tying in smoothly with the mission and goal of Julius Baer Foundation, which is to reduce inequalities in education, opportunity and wealth.

Discussion on the role of spot ETFs, looming supply squeeze, and regulators' next moves in the digital assets space. Exploring the Bitcoin ETF saga, major players' involvement, and the difference between spot and futures-based ETFs. Regulatory challenges faced by the SEC in approving ETFs, upcoming deadlines, and the potential impact of Bitcoin spot ETF approval. Expectations for future market rallies in the digital asset space, with highlights on Bitcoin halving and institutional adoption.

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 discuss what’s on the radar for us that could move the markets. This week, intense scrutiny will be on what central bankers say in Jackson Hole and if Nvidia can keep up the AI frenzy.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 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 market sold off and how that may affect US assets, why the current pullback in US equities may be an opportunity to add, and how the latest financing challenge in the Chinese trust industry may hurt sentiment. Last but not least, India stands out as a long-term pick in Asia - we explain why.  This episode is presented by Richard Tang, head Research Hong Kong for Bank 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 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 data.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).