Beyond Markets

In this final episode Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer touch upon digital asset regulation, so called central bank digital currencies (CBDC) and the important trend of decentralised finance or DeFi. Are regulators really behind-the-curve in the adoption of cryptocurrencies? Should we worry about privacy when central banks issue their own digital money? And is finance about to be disrupted by smart contracts? Find out more in this last episode of our podcast series on blockchain and cryptocurrencies.

In this second episode of our cryptocurrency podcast mini-series Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, Founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer discuss blockchain technology basics and elaborate on the blockchain trilemma – a useful tool to analyse blockchain-based platforms. They also dive deeper into the cryptocurrency ecosystem and converse about stable coins, bitcoin’s portfolio diversification benefits and decentralized smart contract platforms - the operating systems of future commerce.

The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-world? In this episode, our Head of Markets and Wealth Management Solutions APAC, Rajesh Manwani and Founder of Lightbulb Capital, Daniel Liebau distill the complex and controversial topics of Blockchain and Cryptocurrencies. Why are smart contracts so revolutionary? What are digital tokens? What are the different ways of participating? Listen now to find out.

The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-world? In this episode, our Head of Markets and Wealth Management Solutions APAC, Rajesh Manwani and Founder of Lightbulb Capital, Daniel Liebau distill the complex and controversial topics of Blockchain and Cryptocurrencies. How did the Crypto-craze come about? How does Blockchain actually work? What is the innovation in Bitcoin? Listen now to find out.

We cannot deny that inflation is already present, the bigger question however is will it stay with us? In this episode our Chief Economist David Kohl and Head of Research Asia Mark Matthews talk about inflation. What can we learn from history? What can we expect going forward? And how does inflation impact the markets? Listen now to find out.

As we are about to enter the second half of the year, Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, Chief Investment Officer and Head of Investment Management in Asia discuss Julius Baer’s mid-year outlook in this episode. With the vaccination roll-out continuing across the world, there is finally light at the end of the tunnel. However, resurging Covid-19 cases or vaccination concerns sometimes return and cast an unwelcome shadow over the optimism. In light of these developments, what can we expect in the coming months? And where are the bright spots for investors? Hear from Julius Baer’s leading experts as they discuss what the second half of 2021 has in store and explore the investment opportunities that lie ahead.

Chris Irwin, precious metals trader in Singapore and Norbert Ruecker, Head of Economics and Next Generation Research based in Zurich talk about Platinum Group Metals (PGM) from a market perspective in this episode. They also explore the impact of battery electric technologies (used in Electric Cars) on platinum demand and prices. Why does platinum stick out from PGMs? Is platinum really more valuable than gold? How have platinum prices performed in recent years and where are they heading? Listen now to find out more.

The Covid-19 pandemic has been a watershed moment for tourism, as the whole world remained confined to their homes. Although the crisis is far from over, vaccination drives have given people renewed hope. You too are probably wondering: “Will I be able to travel again soon?” Travel emotions are shifting from fear to optimism, but uncertainties remain. What will it be like to travel under this new normalcy of social distancing? Will vaccine passports be mandatory? Can vaccinations revitalise industries like hospitality, aviation, cruise lines, tour operators, amongst others? Explore these possibilities and more with Kelly Chia, Deputy Head Research Asia, and Michael Cawley, former Chief Operating Officer of RyanAir, in this episode on tourism after Covid-19.

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 last few years, the value of ESG as a key theme for investors has skyrocketed, and this trend is only expected to continue. Although there has been a lot of talk about ESG, many investors are still not fully aware and have a lot of questions. Is it really possible to create a sustainable impact with capital? How can ESG be integrated into investment portfolios? Do ESG focused companies perform better than the others? What are the challenges related to ESG investing? Find out in this Earth Day special episode with Cheryl Anne Tan, Head of Fund Specialists Singapore at Julius Baer and Norbert Rücker, Head of Economics & Next Generation Research and Member of Julius Baer’s Responsible Investment Committee.

Following a challenging year marked by the pandemic, India’s economy is expected to rebound in 2021, reclaiming its position as the world’s fastest growing major economy. Is the worst of India’s economic woes truly over or will there be roadblocks ahead? Find out in this episode with our experts Unmesh Kulkarni, Head – Markets, Investment & Wealth Management Solutions India and Mark Matthews, Head of Research Asia.