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 the first episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss our outlook for the China market and consider the impact from recent developments in major sectors (such as property, State-owned enterprises and private enterprises) and on the domestic policy front. Finally we touch upon the wildcard of geopolitical tensions, particularly US-China relations. Listen to this insightful dialogue between our experts Richard Tang, Head of Research at Hong Kong at Julius Baer and Hong Hao, Partner and Chief Economist at GROW.

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 Listen to this fascinating conversation between Robert Hooijberg, Professor of Organisational Behaviour at IMD, and Marianne Schenk, Global Head of Leadership Development at Julius Baer & Co Ltd. The Leadership Voices podcast series has been developed by the Julius Baer Academy. The continued development and support of leaders is important for the success of Julius Baer. In this episode, Robert Hooijberg shares key insights and discusses various aspects of leadership and of building a successful leadership culture. The Focus points are:Are leaders born or made?Building a leadership cultureThe Principles of Adaptive LeadershipHow can leaders best learn?The Future of Leadership

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 epicenter of the banking sector storm, Silicon Valley Bank, was taken over last night by another bank named First Citizens BancShares. Still, the collapse of Silicon Valley Bank is a reminder that only the large American banks are subject to regular stress tests and tight regulations. But small banks have no less than $2 trillion of commercial real estate loans, or 44% of their total loan book. Our head of fixed income research Markus Allenspach is not sure all the instruments necessary to prevent another problem are in place, for example a deposit guarantee like the Retail Deposit Guarantee Scheme that ran between October 2008 and October 2010. The Dodd Frank Act of 2010 rules it out, and Treasury Secretary Janet Yellen said she’s not ready to change the law. Instead they’ll only support banks that are in receivership. To reiterate, this is not a big bank problem.In this episode, Mark Matthews Head Research Asia at Julius Baer shares perspective on the banking sector, and its outlook for 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 What does the recent turmoil in financial markets mean for digital assets? In this episode Manuel Villegas, Next Generation Research analyst, and Alexander Ruchti from the International Wealth Management Solutions Strategy and Innovation team at Julius Baer, talk to Bernadette Anderko, Investment Writer, about the role of digital assets within the financial landscape and what the recent turmoil means for the asset class.

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 China, one out of every four cars sold last year was electric. Globally, Chinese electric vehicle (EV) sales represented around 2/3 of total EV sales. What has sparked the phenomenal growth of EV sales in China? Which aspects of EVs make consumers prefer them over traditional vehicles? What are the latest developments in this space? Find out in this episode with Tom Chen, Head Investment Advisor Singapore, and Louis Lee, Equity Research Analyst 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 It can’t be the end of the world when the NASDAQ is up 12% so far this year. The Philadelphia Fed's Business Outlooks Survey at -23.2 and the University of Michigan’s Inflation Expectations Index at 3.8% both indicate it’s an appropriate time for the Fed to go on hold. European bank shares are up 3% this year, but American bank shares are down 15% over the same period. Unlike Credit Suisse, the run on deposits at Silicon Valley Bank was a bolt from the blue. Efforts to stop the nervousness have been unsuccessful, and now the Federal government, and apparently some of the small and medium sized banks, are talking to Warren Buffett. Eventually, people will run out of nervousness, and realize that both inflation and rates have almost certainly peaked.

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 Everybody’s talking about Artificial Intelligence (AI). In this episode of the Beyond Markets podcast, “The growth of AI and what it means for investors”, Luca Menozzi, Next Generation Research analyst at Julius Baer, shares his thoughts with Helen Freer, Investment Writer, on what impact AI is likely to have on society and what sectors are set to benefit from the growth in AI.1:03 What does AI actually refer to?3:41 Could AI remove the need for certain jobs?4:52 Is there anything that might hinder the growth of AI?6:14 What is ChatGPT?7:37 Will ChatGPT disrupt the online search market?9:50 Which sectors are likely to benefit from more widespread use of ChatGPT and AI?12:19 To what extent are the Metaverse and AI linked?13:20 How could investors get exposure to the AI theme?

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 the failure of SVB, including how that happened, what is the regulatory response, and how it affects our investments.  This episode is presented by Richard Tang, China strategist and Head Research Hong Kong 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 bellwether 10 year treasury yield fell back below the psychologically significant 4% level last Friday. Although inflation is still high and the Federal Reserve is probably going to raise rates some more, at the long end yields might be peaking out. The higher rates go, the more the economy slows down. The February Consumer Price inflation report will be released next Tuesday and the consensus among economists is for a 6% year/year increase. The Cleveland Federal Reserve’s Center for Inflation Research – which agglomerates high frequency data to produce a real time estimate - looks for 6.2%. But the good news is, the Cleveland Fed then looks for an inflation reading of 5.4% in March, which would take it below the 6% level for the first time since September 2021. Importantly, the year/year comparison in gasoline prices in March should be very favorable. Hot geo-politics and an ageing population are long-term headwinds for the Chinese market, but not what are moving it this year. A V-shaped economic recovery means significantly more upside ahead between now and the end of the year.

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 episode celebrating International Women’s Day, we speak with Evangelia (Evie) Kostakis, Group Chief Financial Officer and Member of the Executive Board at Julius Baer about her views on corporate diversity, management, leadership and women empowerment. Evie also shares insights into her personal and career journey. This episode is moderated by Pearlyn Wong, Head Investment Promotion & Solutions Asia.