Beyond Markets

In this special International Women’s Day episode, Elaine Ngim, Head of Investment Advisory Singapore and Silvia Wegmann, Head of Sustainable Investment Solutions have an open exchange about their personal stories, work lives and leadership roles. They also discuss the importance of gender and diversity in an ESG context. This episode is moderated by 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 The Q4 2021 earnings season is slowly but surely coming to an end and has once again caused major market movements. This, along with events currently happening on the global stage have led to a really action-packed start for 2022.At first glance, Q4 numbers were generally better than expected. However, worries about inflation and the situation in the Ukraine have no doubt clouded visibility going forward. In this episode our Julius Baer experts Philipp Kraemer, Equities Specialist in Zurich and Yaw Shin Wong, Equity Specialist Asia in Singapore share their insights and key takeaways from this earnings season and shed some light on current market developments.

Markets can certainly be bumpy at times, and when they’re falling, investors would love to know if they’re witnessing a brief correction, or if it is the beginning of a market crash. Of course that’s something that nobody can know for certain, but in a scenario like this there are some behaviours that, although may be tempting, often turn out to be mistakes. Massimiliano Fidanza, Investment Partner at Julius Baer, discusses ten of these with Helen Freer, Investment Writer, in our latest episode of the Beyond Markets podcast: “Ten of the biggest mistakes during a market crash or correction”.

What exactly is technical analysis, why is it important and how does it differ from fundamental analysis? To start with, technical analysis is based on three key assumptions: 1) the market discounts everything, 2) price movements follow trends, and 3) history tends to repeat itself. To find out more about how it works, listen to our latest episode of the Beyond Markets podcast: ‘Technical Analysis’, where Mensur Pocinci, our Head of Technical Analysis at Julius Baer, talks to Helen Freer, Investment Writer.

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 Russia’s dramatic escalation of the Ukraine crisis, oil prices have seen some dramatic moves. Brent oil surged past USD100 a barrel for the first time since 2014.What does the Ukraine crisis mean for financial markets and in particular for oil prices? How will oil and gas supply be affected? Looking beyond the short-term, what are the global demand and supply drivers for oil markets? What are the secular trends?Learn more in this episode with our Julius Baer experts Norbert Ruecker, Head of Economics & Next Generation Research 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 Over the past decade, the technology sector has massively outperformed the rest of the market. But lately the stock market has soured on the technology industry. Stock prices of many of the largest companies are down this year. Will technology stocks regain their lead? Or will they continue to lag?In this episode our experts take a closer look at the US equity market and more specifically, the US technology sector. They will also address themes like the Metaverse, cloud computing and artificial intelligence.Should investors own technology companies that could monetize these trends? What should investors do when interest rates eventually peak? Learn more in this episode with Julius Baer’s Head of Research Asia, Mark Matthews and Head of Equity Strategy, Mathieu Racheter.

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 Although it has been rather quiet on the Singapore Real Estate Investment Trusts (S-REITs) front in the past year, there is definitely a case to be made to income investors for a REIT allocation in their portfolio.What strategy is best suited for investors looking to gain exposure to the sector? How can investors mitigate risks in their REIT investments? And what impact would a potential hike in the goods and services tax (GST) in Singapore have on the sector?Learn more in this episode titled “S-REITs – Survival of the fittest” with our Julius Baer experts Pearlyn Wong, Head of Investment Promotion & Solutions Asia and Jen-Ai Chua, Research Analyst in Singapore.

In a world with historically low interest rates where trillions of bonds are yielding less than zero, the environment is a challenging one for fixed income investors – to maintain the yield that they are accustomed to, they often need to take on more risk. So, what can fixed income investors do? To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Looking for Alternatives to Fixed Income’, where our expert Adrienne Jaersvall, Head of Alternative Fund Sales at Julius Baer, talks to Helen Freer, Investment Writer.

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 Would you pay USD 69m for a collage of 5000 digital pictures? Well, someone in Singapore did just that and catapulted the small world of Non Fungible Tokens (NFTs) onto the world’s big stage. In 2021, USD 106bn worth of these electronic pictures were transacted. To put things in perspective, the global traditional art/antiques market hit about USD 50bn sales in the entire 2020. Is there really value in these digital pictures or is this a big bubble waiting to burst?To find out more, listen to our latest episode of Beyond Markets: “Non Fungible Tokens (NFTs): Beyond 69 million dollar pixels” with our Julius Baer experts Nicolas de Skowronski, Head of Wealth Management Solutions and Member of the Executive Board and Kelly Chia, Deputy Head Research Asia in conversation with Eric Anziani, COO of Crypto.com.

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 if we told you that there is a financial segment that has not just doubled or tripled but grown over 100 times in two years? Enter the world of Decentralised Finance (DeFi), which uses computer algorithms to provide financial services that mimic what the financial industry today is offering. This ranges from lending, borrowing, insurance to derivatives. Who would have thought that computer programs could become the best asset gatherers in the finance industry? Here are some amazing numbers: The funds that have flooded into DeFi have grown from USD 653m at the start of 2020 to USD 245bn at the end of 2021. That’s a 375-fold increase in 2 years. Are banks going to be taken over by computers? Is this a scam on a global scale? Aren’t banks fighting back?To find out more, listen to our latest episode of Beyond Markets: “Decentralised Finance - 100 times and beyond”, with Kelly Chia, Deputy Head Research Asia at Julius Baer and Andy Meehan, Chief Compliance Officer APAC at Gemini.