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 What’s in store for investors in 2022 and where should they focus their attention? Our experts believe that we will see the economy “getting back in shape” this year and regarding inflation, they see it slowing down but not falling to pre-crisis levels. Equities remain our asset class of choice but the tide will not lift all boats anymore – selective exposure to the dominant themes in 2022 will make the difference and stock selection will be crucial.To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook 2022 – Getting back in shape’, where our Head of Research, Christian Gattiker, and our Head of Research Asia, Mark Matthews, discuss the current environment and what investment opportunities lie ahead with Helen Freer, Investment Writer 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 year 2021 has been a roller coaster ride for financial markets, with plenty of highs but also some lows. As we say goodbye to 2021, now is a good time to reflect on what this year has brought us and what we have learned from it. We bring you a special year-end podcast episode with Richard Tang, Head of Research Hong Kong, and Pat Chau, Head of Investment Advisory (HK) - Greater China, in which they discuss the opportunities, challenges, and surprises that investors faced in 2021, as well as provide a sneak peek into what 2022 holds. Listen to the Beyond Markets episode "2021 Year-End Review" to know 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 As with all earnings seasons, the Q3 season has been a very interesting one. In this episode our experts Cheng Hin Saw, Head Equity Specialists Asia and Philipp Kraemer, Equity Specialist in Zurich share their insights and key-takeaways. Find out more as our experts share their insights and learnings from this earnings season. Not only will they discuss how companies have dealt with global supply chain shortages and inflation worries, they will also share interesting facts about this earnings season. Moreover, our two Equity Specialists elaborate on how they are seeing the remainder of the year and where they still see most value to invest.

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 While other asset classes have risen rapidly this year, there has been less talk about gold recently. Compared to 2020, when we saw a breathtaking record-run, 2021 has been much calmer. Gold prices have moved gradually lower. Why have investors been staying on the sidelines?The virus has had much less impact on gold this year, and it seems like precious metal markets have started to live with it. Nevertheless, 2021 came with quite a few surprises for investors, most notably inflation. Is this now the big thing for gold investors? What if the US Federal Reserve tightened monetary policy? Are gold investors silently moving over into crypto currencies? And what is the forecast for gold and silver going into the new year? Learn more in this episode with Carsten Menke, Head of Next Generation Research and Chris Irwin, Precious Metals Trader 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 Bond markets have been volatile recently, in fact the whole year has been a wild rollercoaster ride for fixed income investors. Uncertainty in the market is at rather elevated levels with inflation threatening to remain high and the markets watching out for a policy mistake by the most important central bank, the US Federal Reserve. So, what’s in store for fixed income investors over the coming months and which segments of the market may perform best?To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Fixed income yoga’, where our experts Markus Allenspach, Head of Fixed Income Research, and Dario Messi, Fixed Income Research Analyst, share their views about the wild swings we have seen in fixed income markets with Helen Freer, Investment Writer 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 After the Federal Reserve’s (Fed) meeting last week, Chairman Jerome Powell explained that they would start to reduce the pace of asset purchases, a process called tapering. Can the markets withstand this reduction in liquidity? Find out more in this episode.Since Covid hit the United States in March last year, the Fed had been purchasing USD 120 billion a month in securities. It plans to reduce these purchases by USD 15 billion each month starting from this December. Powell noted that the asset purchases had been a critical tool supporting the economy and the markets. However it was time to taper since the economy had reached major goals. With these actions, monetary policy is expected to continue to provide strong support to the economic recovery.Our experts Mark Matthews, Head of Research Asia and David Kohl, Chief Economist at Julius Baer Germany share their view about quantitative easing and the Fed’s tapering plans, and explain what it means 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 Covid-19 has disrupted education on an unprecedented scale and challenged policymakers, governments, schools, and families profoundly. Has education turned into a luxury? Does education still give children a chance to break the cycle of poverty? How can basic education be guaranteed during the health crisis? Why are highly-priced Anglo-Saxon universities still sought after? What should investors take note of when investing in the education sector? Dr Damien Ng, Executive Director and Research Analyst for Julius Baer's Next Generation Research department, answers these questions and more in this episode, hosted by Sharon-Anne Wilcox from Content Management 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 After a year of extreme weather events and the sobering report from the Intergovernmental Panel on Climate Change (IPCC), all eyes are on the upcoming UN Climate Change Conference, COP26. The need for urgent climate action has never been more critical and time is running out faster than anticipated. The potential cost of inaction could be 3% of GDP lost each year by the end of this decade and will significantly impact future corporate earnings. This is the last decade for the world to transition to net zero emissions. Expectations are high for COP26, where nations will update their emissions reduction pledges for the first time since the Paris Agreement in 2015.What should we expect from COP26? What can governments, companies and investors do to accelerate the transition to net zero? Which are the most promising green technologies in the near term? Tune in to hear from Jens Peers, CEO & CIO of Mirova US, in conversation with Cheryl Tan, Head of Fund Specialists Singapore 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 panic caused by the Covid-19 pandemic sent the Indian stock market into a tailspin in March 2020, but it also sowed the seeds of the next bull market. With Indian indices reaching new highs, investors are likely to have a lot of questions. What are the driving factors for this market? How long will the current bull market last? What is long-term outlook for India? Which sectors look promising? To find out, listen to our experts Rupen Rajguru, Head of Equity Investment and Strategy at Julius Baer India and Mark Matthews, Head of Research 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 China prohibits foreign investments in certain industries. Variable Interest Entity (VIE) is a popular business structure that Chinese corporates use to accommodate foreign capital in those restricted industries. Chinese regulators have recently vowed to tighten regulations on American Depositary Receipt (ADR) listings, most of which are in VIE structures. At the same time, US regulators are likely to delist Chinese ADRs after three years of non-compliance with the accounting standards set by the PCAOB, unless China and US reach a resolution before the deadline.What are the various risks of VIE structures and Chinese ADRs? What are our recommendations for investors? Find out more in this episode with Mark Matthews, Head of Research Asia and Richard Tang, Head of Research Hong Kong and China Strategist.