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 Germany’s Social Democrats narrowly won Sunday’s national election by 25.7% of the vote, ahead of 24.1% for Merkel’s CDU/CSU conservative bloc. With neither major bloc commanding a majority, and both reluctant to repeat their awkward “grand coalition” of the past four years, the most likely outcome is a three-way alliance led by either the Social Democrats or Merkel’s conservatives.What coalition will form the next government? Can the new government deliver on the most important topic in the election – climate change? Who will be the next Chancellor? What do the election results mean for the EU?Find out more in this episode with David Kohl, Chief Economist, Julius Baer Germany and Nam Park, Head of Strategy and Business Operations at Julius Baer Singapore.

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 our experts talk about the sector that’s been getting investors all excited but keeping policy makers awake at night – Asian property.Asian property markets have remained buoyant through the Covid pandemic and recovery, defying predictions of a collapse in capital values and rents. Why has the market defied expectations and gravity? Where are the cities to expect fundamental growth to continue carrying the market to new highs, beyond this initial recovery? At this stage of the cycle, what are the risks investors should be aware of? Is it too late for property investors to get in now?With the rise of hybrid work arrangements and the growing use of technology in facilitating meetings what is the future of offices? Retail is another old economy real estate sector that has been grappling with structural challenges even before Covid, where is the sector heading? When will hotel and serviced residence players emerge from the pandemic, and what are some interesting trends to observe in the market? What about logistics? These are some of the hot topics, which our experts Jen-Ai Chua, financials and real estate analyst in the Julius Baer equities research team and Christine Li, Asia Pacific Head of Research at Knight Frank discuss in this episode. Listen now 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 After a flash recession followed by a strong rebound investors may wonder what is next. Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, Mark Matthews, believe that a mid-cycle slowdown is next but it should offer plenty of opportunities. How should investors be positioned? Will inflation stay? What are the structural trends that go beyond the ups and downs of the economy? Hear from Julius Baer’s leading experts as they discuss what the last quarter of 2021 has in store and explore the investment opportunities that lie ahead.

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 our expert speakers address the question that has been on everybody’s mind: When and how will the pandemic end? What are the different strategies governments around the world have adopted when tackling the virus, and which strategy is the most promising? They discuss the risks and benefits associated with mRNA vaccines and whether they will be effective against the Covid variants, when herd immunity might be reached and when and if we will go back to pre-Covid days. What will the new normal in travel look like? And which are the areas within healthcare that are to benefit the most from the expected trends related to the Covid situation, and which subsectors should investors pay attention to? Find out now in this episode with Julius Baer’s Yaw Shin Wong, Equity Specialist Asia and guest speaker Conor McCarthy, Managing Director and Portfolio Advisor at Wellington Management.

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 On the occasion of Singapore’s four-step reopening plan with the end goal being a Covid-19-resilient nation, we have dedicated a mini-series to Singapore’s future after the pandemic. In three episodes our experts and guest speakers explore the reopening plan’s implications from different angles as Singapore embarks on this journey.In the last episode of our mini-series about Singapore’s future after the pandemic, Kelly Chia, Deputy Head Research Asia talks to Ethan Hsu, Senior Director and Head Retail at Knight Frank. In June, retail sales in Singapore were up 26% from the previous year. But they are still almost a quarter below pre-Covid levels. That said, with the pandemic contained locally and access to vaccination secured, brighter prospects are expected. With Singapore opening its borders gradually, we should soon see tourists return to the city state which could give the industry’s recovery a further boost. The closed borders have also led to the foreign talent pool shrinking. How will service standards keep up in an ever more competitive landscape? On the other hand, the Covid-19 pandemic has accelerated digital transformation. Online retail sales have increased significantly. While it seems that e-commerce is here to stay, how will physical retail concepts adapt to this mega trend? What advice should we give someone who wants to start a retail business? What new concepts for shopping malls could help them stay competitive? Learn all this and more by listening to 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 As Singapore has embarked on the first stage of a four-step reopening with the end goal being a Covid-resilient nation and a “new normal” for the island state, we are publishing a special mini-series on Singapore’s future after the pandemic. With more than 8.7 million vaccination shots administered and 80% of its population fully vaccinated, Singapore is now the most vaccinated nation in the world. The government has outlined a controlled four-step reopening plan, which entails easing travel restrictions, changes in healthcare protocols, increased size limits for events among other and greater rostered routine testing to facilitate further economic reopening. As a nation, Singapore will also move to treating the virus as endemic rather than pandemic, meaning learning to live with the virus, and entering a new normal. This mini-series explores the implications from different perspectives as Singapore embarks on this journey.In the second episode of our mini-series about Singapore’s future after the pandemic, Jen-Ai Chua, equity analyst Asia talks to Loh Lik Peng, founder and CEO of Unlisted Collection, an umbrella brand with a portfolio of unique boutique hotels and restaurants. As Singapore is reopening and easing travel restrictions no sector is watching with greater anticipation than the hospitality sector, which has borne the brunt of border closures. Our experts will look back at the past 1.5 years and discuss how Covid has changed the way that hospitality players see their business and how priorities have been re-ordered since the pandemic started. They also look ahead and explore what the future holds for the hospitality sector in a short-term and long-term view. What are some of the more unique opportunities enjoyed by Singapore’s hospitality sector compared to other countries, and what are its more unique challenges? Find out more and listen now.

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 Singapore has embarked on the first stage of a four-step reopening with the end goal being a Covid-resilient nation and a “new normal” for the island state, we are publishing a special mini-series on Singapore’s future after the pandemic. With currently more than 8.5 million vaccination shots administered and 73% of its population fully vaccinated, Singapore is the 3rd most vaccinated nation behind Malta and UAE. Also, the number of Covid cases has dropped significantly from over 200 in the last few months to less than 50. The government has therefore outlined a controlled four-step reopening plan, which entails easing travel restrictions, changes in healthcare protocols, increased size limits for events among other and greater rostered routine testing to facilitate further economic reopening. As a nation, Singapore will also move to treating the virus as endemic rather than pandemic, meaning learning to live with the virus, and entering a new normal. This mini-series explores the implications from different perspectives as Singapore embarks on this journey.In Episode 1 of our mini-series Jen-Ai Chua, Research Equity Analyst Asia, and Pearlyn Wong, Head of Investment Promotion & Solutions Asia discuss the various implications of Singapore’s reopening approach. They analyse what it means for Singapore’s economy and which sectors stand to benefit the most from the re-opening measures, and explore potential pitfalls that investors should be aware of. In their economic outlook they also share how investors should position themselves for the next six to twelve months. Finally, our experts explain why the pandemic has brought ESG issues to the top of the policy agenda for many countries including Singapore. To find out more, listen to this special episode now.

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, our Julius Baer experts take a closer look at the two regions Latin America (LatAm) and China. Should Latin America or China, or perhaps both regions, be part of a long-term allocation in your portfolio? Find out more about what our experts Esteban Polidura, Head of Americas Advisory & Products, Richard Tang, Head of Research Hong Kong and Cheng Hin Saw, Head of Equities Specialists Asia think. Our Julius Baer experts kick-off their discussion with an economic outlook for the two regions, explain why inflation is a topic of concern, especially for Latin America, and discuss the various reasons why the two regions are more linked than one would think. Why are both the US and China battling for influence in Latin America is another important question that will be answered. They explore investment opportunities in both regions and shed light on the political landscape in Latin America as the region finds itself at a very important juncture. For China on the other hand regulation for internet companies has made big headlines recently and our experts explain whether they expect the impact to be long lasting. Listen now and find out more. [01:44] Economic Outlook for LatAm and China[04.53] Inflation concerns[09:48] Where are the investment opportunities in both regions?[16:20] Political landscape in LatAm[20:21] Regulatory tightening in China

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 Investor confidence has been shaken by a regulatory onslaught in China across multiple sectors such as big tech, education, food delivery and property. How should we read recent policy moves? What does this mean for investment portfolios? In this episode, Mark Matthews, Head of Research Asia Pacific and Richard Tang, Head of Research Hong Kong exchange views on recent market developments in the world’s second largest economy. Listen now to find out more.

In this special Pride Edition episode, Pearlyn Wong, Head of Investment Promotion & Solutions Asia, Dame Inga Beale, former CEO of Lloyd’s of London and women and LGBTQ+ champion, and Dr. Damien Ng, Research Analyst at Julius Baer have an open and thoughtful discussion about Diversity and Inclusion. Why does D&I matter more than ever today? Do D&I investments lead to higher financial and shareholder returns? Is it measurable? Why is leadership so critical to success? Listen now to find out.