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 This year’s sell-off in equity markets has been disproportionately driven my investor sentiment. However, as sentiment is only a short-term driver of asset prices, it’s important to look at the fundamentals, i.e. the earnings of businesses, to determine their long-term growth outlook. In this episode, our experts Mark Winterburn, Head of Advisory UK, and Thanh Cung, Senior Portfolio Manager in London, share their insights on the latest earnings season and whether or not this drop in consumer sentiment has translated into disappointing results.

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 year, India’s benchmark index Nifty returned 23.3% in US dollars, including dividends, placing it among the best-performing equity markets in the world. Even as the global markets corrected sharply this year, the Nifty held up well, but it has finally joined the correction this month. What will be the course of the Indian markets going forward? Is now a good time to invest? What are some of the preferred themes and sectors? To find out, listen to this episode with our onshore experts, Unmesh Kulkarni, Head of Markets, Investment & Wealth Management Solutions, India and Rupen Rajguru, Head of Equities, India.

We know that investing in equities should pay off in the long run, but we also know that equities can be very volatile over a shorter period of time. In this episode of the Beyond Markets podcast: ‘Resilient companies’, Philipp Lienhardt, Head of Equity Research at Julius Baer, talks to Helen Freer, Investment Writer, about some of the challenges facing companies at the moment, and then about what it is that makes some companies particularly resilient to any challenging market developments.

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 Inflation is back with a vengeance and certainly seems to be the topic on everyone lips these days but the term ‘inflation’, while straightforward on its own, comes with a variety of accompanying, and sometimes confusing, jargon. In this first Beyond Markets episode produced in the UK, our Julius Baer’s experts in London, Dawn Li Wan Po, Senior Portfolio Manager, and Felicity Selcoe, Senior Investment Advisor, focus on what central banks have been doing in response to the recent inflation spikes and help demystify the so-called ‘neutral rate of interest’.

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 Emanuel Macron has won France's presidential election, fending off a historic challenge from far-right candidate Marine Le Pen last Sunday. Macron took 58.5% of Sunday's vote, making him the first French leader to be re-elected in 20 years. What impact will the results have on national and international policy? How did markets react on the surprisingly comfortable outcome for Macron?  What is the impact on the Euro in the short and medium term? Will the French never elect a far-right president? And is Macron the new strong leader in the European Union? Find out more in this episode with our Julius Baer experts Sacha Walker, Head of Strategy & Business Operations Asia Pacific and Mathieu Racheter, Head of Equity Strategy at Julius Baer in Zurich.

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 At Julius Baer, we believe that Sustainability is a journey and not about one day in a year. Nevertheless, Earth Day on 22 April still serves a purpose, with the intent of dedicating one day in a year towards public recognition and respect of the environment.This year’s Earth Day theme is Invest in Our Planet. Why should we invest in our Planet? One word – Scarcity. In particular, resource scarcity, which is the result of a rapidly growing global population with a huge appetite for natural resources. Two investment themes that directly relate to scarcity are Clean energy and the Circular economy. Learn more in this episode with our Julius Baer experts Marian Mak, Head of Fixed Income Specialists Hong Kong and Pearlyn Wong, Head of Investment Promotion & Solutions 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 For many years now, global interest rates have been close to historic lows, driving yield-oriented investors to seek alternative sources of income. More recently, as global central banks turned decidedly hawkish and fixed income market volatility spiked, we saw a surge of interest in private credit related investments.In this episode Cheryl Tan, Head of Fund Specialists Singapore at Julius Baer speaks to Dwight Scott, Global Head of Blackstone Credit at Blackstone. What are the benefits of investing in private credit? And what should investors consider before investing? Find out more in this episode.

Most people would agree that climate change is a very serious issue. Could hydrogen be part of the solution? In this episode of the Beyond Markets podcast: ‘Hydrogen – part of the future energy system?’, Roberto Cominotto, research analyst at Julius Baer, talks to Helen Freer, Investment Writer, about the hydrogen market, to what extent green hydrogen could play a part in tackling climate change, and how investors could gain exposure to the 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 The volatility in the China and Hong Kong markets in the recent weeks has been unprecedented. What are the reasons behind this? And what should investors look out for?In this episode Tom Chen, Investment Advisor in Singapore talks to Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer. How long will the recent rebound last? How about property? And what about the internet sector?Find out more in this Beyond Markets Podcast 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 As countries across the globe are easing travel restrictions, no sector is watching with greater anticipation than the hospitality sector, which has borne the brunt of border closures. In this episode our Deputy Head of Research Kelly Chia talks to Kong Leong Chan, CEO Southeast Asia & Australasia at the Shangri-La Group who shares his insights and personal learnings from the pandemic.Our experts will look back at the past two years and discuss the structural changes Covid has brought about. They also look ahead and explore what the future holds for the hospitality sector. Will business travellers return? How has travel behaviour changed? Are staycations going to stay?Find out more in this Beyond Markets episode.