

Beyond Markets
Julius Baer
“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
Episodes
Mentioned books

Jul 20, 2022 • 24min
Future of Asia Wealth Management – ESG Investing
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 ESG Investing is an important consideration for the Future of Asia Wealth Management. In this episode, we discuss the findings of a comprehensive survey on affluent and high-net worth (HNW) individuals in the region. What are the attitudes, needs and wants of Asia wealth management clients towards ESG investing? What kind of ESG investment products and wealth management services are most in demand? And what is the opportunity set for wealth management firms in the region?To find out more, listen to this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia at Julius Baer and David Wilson, APAC Wealth Management Lead for Accenture.

Jul 13, 2022 • 16min
Asia Real Estate: A good inflation hedge?
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 current economic climate of rising rates along with the prospect of slowing growth, can investors find refuge from inflation in property? Which could perform better? Listed developers, real estate investment trusts (REITs) or physical real estate? Commercial or residential? What are some of the risks investors should be aware of?Tune in, as we discuss all this and more with Asia real estate specialist, Chua Jen-Ai, Research Analyst at Julius Baer.

Jul 5, 2022 • 14min
Currency matters
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 impact of currency fluctuations on the performance of a portfolio can be significant over time. In this episode of the Beyond Markets podcast: ‘Currency matters’, Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, talks to Helen Freer, Investment Writer, about how currency markets work, and what factors investors need to consider in order to navigate FX markets well.

Jun 30, 2022 • 16min
What is driving market weakness?
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 Equity markets have showed continued weakness in the last month, supported by sustained inflation, macro uncertainty and negative investor sentiment. In this episode, our experts Mark Winterburn, Head of Advisory UK, and An Do, Portfolio Manager in London, dig deeper into what is driving the current market weakness, whether we should expect further downside from here, and, on a lighter note, if there are any silver linings in what has been a dreadful first half of the year for equity markets.

Jun 21, 2022 • 35min
Digital Assets – a rollercoaster ride to nowhere?
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 Digital assets have fallen in tandem with equity markets in recent weeks. Our experts take a closer look at the key factors for the recent selloff and the sentiment in the market. In this episode with Nam Park, Head of Strategy and Business Operations Singapore and Justin Chow, CEO and Executive Director of Hidden Road Singapore and Global Head Digital Assets we take a deep dive into the crypto world, the latest developments and address all pertinent questions.

Jun 16, 2022 • 20min
Market Outlook Mid-Year 2022 – The price of getting ahead of the curve
Our experts believe there are many conflicting factors at work at the moment but that overall, we are not heading for a recession.
To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2022: The price of getting ahead of the curve”, where our Head of Research, Christian Gattiker, and our Head of Research Asia, Mark Matthews, discuss what investment opportunities lie ahead with Helen Freer, Investment Writer at Julius Baer.

May 31, 2022 • 36min
Special D&I Episode: Beyond Markets talks to Gina Battye about creating fully inclusive workplaces
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 Gina Battye is a world-renowned Consultant for Psychological Safety and LGBT+ Inclusion. She works with leading global organisations and is a best-selling author. Her 5 pillars of Psychological Safety provide the foundation and building blocks to create fully inclusive workplaces – a concept that is being used around the world. In this special Pride Month episode, Gina explains why it is so important to bring your true self to work and how leaders can encourage it by creating the right conditions. What can we do as individuals to be more inclusive and create a positive working environment, for us and our colleagues? How does it feel to be excluded at the workplace? And how do we call out exclusive behaviours in a constructive way? Listen to Gina’s inspiring insights with Julius Baer host Lutz Timmen and learn how we all can cultivate an inclusive environment at work so that individuals, teams, and businesses can thrive. [01:56] What is a LGBT+ Consultant?[02:32] Biggest challenges for LGBT+ people[04:56] What is Psychological Safety?[06:20] Challenges LGBT people face in the workplace[07:37] Bringing your true self to work[12:05] True self – on an individual level[13:34] True self – benefits for team and organization[16:21] Exclusion at the workplace[20:22] What can we do to be more inclusive?[23:47] What are Allies, and how can they help?[27:03] How leaders can foster a more inclusive environment

May 26, 2022 • 14min
Fixed income opportunities in a rising rate environment (Part 2)
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 trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high and dry. In this episode, our experts, Marc Blunier, Head of Investment Promotion & Solutions and Rishabh Saksena, Head of Investment Specialists Asia Pacific, address key investor concerns. What is the outlook for fixed income markets? How should investors position their portfolios? Which segments and regions look attractive? Find out in this episode.

May 23, 2022 • 15min
Fixed income opportunities in a rising rate environment (Part 1)
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 trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high and dry. In this episode, our experts, Marc Blunier, Head of Investment Promotion & Solutions and Rishabh Saksena, Head of Investment Specialists Asia Pacific, address key investor concerns. What do rising interest rates mean for investor portfolios? Where are the central banks' policy tightening efforts leading? Is a recession on the horizon? Is now a good time to invest? Listen to this episode to find out. Stay tuned for part 2, where we will take a deeper dive into investment opportunities.

May 19, 2022 • 13min
Crypto Matters – Update on Crypto 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 Last week saw a shakedown in crypto markets with broad-based drawdowns for many leading tokens driving one of the largest weekly declines in total crypto market capitalisation in recent history. The trigger? The high-profile collapse of algorithmic stablecoin Terra USD (UST) which led to a general loss in confidence in the broader crypto ecosystem, further denting already low sentiment in the digital assets space. What are the implications of these developments? How does this change the outlook for this emerging asset class? Listen now to find out more, in this timely episode with Julius Baer experts Nicolas de Skowronski, Head of Wealth Management Solutions and Member of the Executive Board and Sipho Arntzen from the Next Generation Research team.


