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 The pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets have seen a rally that started with a series of market rumours about a potential reopening in early November last year. What has really triggered this significant turnaround? Will the rally continue? And what sectors are most likely to outperform?In this episode of the week in markets, Richard Tang, Head of Research Hong Kong and China Strategist at Julius Baer, takes a closer look at China and shares his market view.

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 2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their earnings forecasts for this year. How should investors then approach equity investing this year? Our research experts believe that Quality investing as an investment style will outperform going into 2023. The Next Generation theme of Energy Transition also looks promising.We speak with Cesare Valeggia, Senior Portfolio Manager Global Excellence Strategies and Chen Jiazhi, Head Next Generation Fund Management at Julius Baer, 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 2022 will go down in financial history as an exceptional year in which almost all assets lost value. Join Julius Baer Deputy Head of Research Asia, Kelly Chia, as he reviews the year in financial markets and offers an outlook on what investors can expect in 2023.

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 Beyond Markets podcast “What to consider when investing in private markets”, Simon Ibbitson, Head of Private Markets Fund Distribution at Julius Baer, and Michael Hornung-Moser from Julius Baer’s Private Markets investment team, talk to Helen Freer, Investment Writer. They discuss some of the main characteristics of private equity, how it differs from investing in public equities and what investors should think about when considering making an allocation to private 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 podcast, Julius Baer head of research Asia Mark Matthews discusses the decline in the oil price and its impact on inflation, and how if current market prices were used in the official inflation measure, core inflation would be at around 3%. They are sure to show up in due time. Whether the US avoids a recession or not depends in large part on the Fed. We think it can avoid one if the rate hike on Wednesday is the last in this cycle, which happens to be our view. Consolidation in the S&P after the 14% gain in the 6 weeks leading up to December is not surprising, and even welcome. We think it will be over by Christmas, then the market can rally into year-end, and the beginning of next 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 Over the past few years, there has been heightened interest in US middle market direct lending and a proliferation of funds investing in the space. But little is known about the European private credit market. In this episode Cheryl Tan, Head of Fund Specialists Asia at Julius Baer and guest speaker Paulo Eapen, Head European and APAC Private Credit at Blackstone Credit, take a closer look at the more nascent European private credit market, share their insights and discuss investment opportunities in the European direct lending space. Is the investment case for European private credit still valid given the macro environment that we’re in? Find out more in this episode.

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 of Research Asia at Julius Baer, talks among other about China’s reopening, room for more price appreciation in Hong Kong’s Hang Seng index, two strong economic datapoints in the US that suggest if there is a recession next year, it would be a mild one and why we do not expect a recession. Since 1950, December is the month of the year the S&P is most likely to have a positive return, with 1.4% on average.

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 of Research Asia at Julius Baer, talks about recent comments by some voting members of the Federal Open Market Committee (FOMC) that rates will need to stay high into 2024, the outperformance of the Dow Jones Industrial Average, the Philadelphia Fed’s survey of professional forecasters showing the probability of a recession over the next 12 months, at 43%, the conundrums Arthur Burns faced when he was chairman of the Federal Reserve from 1970 to 1978, the difficulties China is facing in adjusting its zero-Covid policy, and a very rare signal that suggests the Hong Kong stock market could be on the cusp of a bull market and 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, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering rally on 11 November. This was on the back of cooler than expected inflation numbers in the USA. Topics covered: Upcoming data points to watch out for, The probability of Recession, Hedging against inflation with defensive sectors eg Healthcare and Staples, Yield Curve inversion, COP27

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 Beyond Markets podcast “Key takeaways from the Q3 earnings season”, Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, talks to Helen Freer, Investment Writer, about how companies have fared in the Q3 earnings season and how investors have reacted.