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 Language and communication can build relationships and forge connections, but it is equally liable for creating barriers and impacting someone’s sense of belonging. When the majority of people at work mindfully practise an inclusive communication style, it positively affects the work culture and environment, and people feel a greater sense of belonging.In this special Diversity & Inclusion (D&I) episode of our Beyond Markets Podcast, host Hannah Wise, Business Journalist at Julius Baer talks to Natalie Wilkins, Co-CEO of Thriving Talent, a Swiss-based D&I consultancy, to learn more about the importance of inclusive communication and how we all can practise inclusive language at work and in life at large.(00:57) What is inclusive language and communication?(01:26) Why is it important?(02:39) Challenges we face when communicating(03:33) Example: Inclusive language in job descriptions(07:50) Example: Inclusive communication in everyday scenarios(10:02) How to practice inclusive communication?(14:29) Virtual meetings(15:55) Avoiding workplace jargon and acronyms(16:30) Are other languages easier to adapt?(18:05) Isn’t inclusive language restrictive?(19:17) Top 3 tips, neutralising the gender(20:34) Talking to people with non-traditional families(21:02) talking to people with same-sex partner(21:42) talking to people with (invisible) disabilities(24:18) Avoid reinforcing racial, ethnic and socioeconomic prejudices(25:31) How can we speak up(31:56) Talking to people from different cultural backgrounds(35:21) How to start making a difference

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 pace of China’s re-opening and the sudden pandemic u-turn from a zero-Covid policy has taken many investors by surprise. Chinese equity markets have seen a rally that started with a series of market rumours about a potential reopening in early November last year. What has really triggered this significant turnaround? Will the rally continue? And what sectors are most likely to outperform?In this episode of the week in markets, Richard Tang, Head of Research Hong Kong and China Strategist at Julius Baer, takes a closer look at China and shares his market view.

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 2022 was an exceptional year for the equity markets. Economic growth declined and inflation skyrocketed which led to decline in equity valuations. As we enter 2023, hopes are high that this year will be better and free of disruptive surprises. Yet, the market appears to be pricing in an economic slowdown, and companies are continuing to lower their earnings forecasts for this year. How should investors then approach equity investing this year? Our research experts believe that Quality investing as an investment style will outperform going into 2023. The Next Generation theme of Energy Transition also looks promising.We speak with Cesare Valeggia, Senior Portfolio Manager Global Excellence Strategies and Chen Jiazhi, Head Next Generation Fund Management at Julius Baer, 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 2022 will go down in financial history as an exceptional year in which almost all assets lost value. Join Julius Baer Deputy Head of Research Asia, Kelly Chia, as he reviews the year in financial markets and offers an outlook on what investors can expect in 2023.

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 of the Beyond Markets podcast “What to consider when investing in private markets”, Simon Ibbitson, Head of Private Markets Fund Distribution at Julius Baer, and Michael Hornung-Moser from Julius Baer’s Private Markets investment team, talk to Helen Freer, Investment Writer. They discuss some of the main characteristics of private equity, how it differs from investing in public equities and what investors should think about when considering making an allocation to private 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 In this podcast, Julius Baer head of research Asia Mark Matthews discusses the decline in the oil price and its impact on inflation, and how if current market prices were used in the official inflation measure, core inflation would be at around 3%. They are sure to show up in due time. Whether the US avoids a recession or not depends in large part on the Fed. We think it can avoid one if the rate hike on Wednesday is the last in this cycle, which happens to be our view. Consolidation in the S&P after the 14% gain in the 6 weeks leading up to December is not surprising, and even welcome. We think it will be over by Christmas, then the market can rally into year-end, and the beginning of next year.

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 few years, there has been heightened interest in US middle market direct lending and a proliferation of funds investing in the space. But little is known about the European private credit market. In this episode Cheryl Tan, Head of Fund Specialists Asia at Julius Baer and guest speaker Paulo Eapen, Head European and APAC Private Credit at Blackstone Credit, take a closer look at the more nascent European private credit market, share their insights and discuss investment opportunities in the European direct lending space. Is the investment case for European private credit still valid given the macro environment that we’re in? Find out more in 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 In this episode, Mark Matthews, Head of Research Asia at Julius Baer, talks among other about China’s reopening, room for more price appreciation in Hong Kong’s Hang Seng index, two strong economic datapoints in the US that suggest if there is a recession next year, it would be a mild one and why we do not expect a recession. Since 1950, December is the month of the year the S&P is most likely to have a positive return, with 1.4% on average.

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, Mark Matthews, Head of Research Asia at Julius Baer, talks about recent comments by some voting members of the Federal Open Market Committee (FOMC) that rates will need to stay high into 2024, the outperformance of the Dow Jones Industrial Average, the Philadelphia Fed’s survey of professional forecasters showing the probability of a recession over the next 12 months, at 43%, the conundrums Arthur Burns faced when he was chairman of the Federal Reserve from 1970 to 1978, the difficulties China is facing in adjusting its zero-Covid policy, and a very rare signal that suggests the Hong Kong stock market could be on the cusp of a bull market and 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 In this episode, Kelly Chia, Deputy Head of Research Asia at Julius Baer shares his thoughts on current market dynamics after a monster short covering rally on 11 November. This was on the back of cooler than expected inflation numbers in the USA. Topics covered: Upcoming data points to watch out for, The probability of Recession, Hedging against inflation with defensive sectors eg Healthcare and Staples, Yield Curve inversion, COP27

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 of the Beyond Markets podcast “Key takeaways from the Q3 earnings season”, Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, talks to Helen Freer, Investment Writer, about how companies have fared in the Q3 earnings season and how investors have reacted.

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 Host Mark Matthews, Head Research Asia at Julius Baer shares the latest market headlines, stories and insights.

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 Julius Baer expert Mark Matthews, Head Research Asia Pacific, and guest speaker Curtis Chin, former US Ambassador and Chair of the Milken Institute Asia Centre, take a closer look at the US midterm election outcome and discuss some key topics. What will be the fate of President Joe Biden’s agenda? What effects will the election results have on the economy and investors' portfolios? How likely is a 2024 comeback by former President Donald Trump? 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 Total Loss Absorption Capacity (TLAC) Bonds were first introduced in 2015 to ensure that global systemically important banks (G-SIBs) have enough equity and bail-in debt to pass losses to investors and minimise the risk of a government bailout. As TLAC bonds are getting increasing focus from investors lately, our experts explain their key features as well as the risks related to investing in these instruments. They’ll also give a brief background on how they came about after the 2007-2009 Global Financial Crisis. Learn more in this episode with Marian Mak, Head of Asia Fixed Income Specialists in Hong Kong and Laura Wong, Asia Fixed Income Specialist in 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 Many investors are anxious, and understandably so, but the current market environment also provides plenty of opportunities. In this episode of the Beyond Markets podcast “What nervous investors should make of financial markets”,Diego Würgler, Head of Investment Advisory at Julius Baer, talks to Helen Freer, Investment Writer, about how a disciplined strategy for the long-term is key.

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 special episode of the week in markets, Bhaskar Laxminarayan, CIO Asia Pacific and Mark Matthews, Head Research Asia Pacific at Julius Baer share the key trends that will shape the economy and markets in the longer-term.The week in markets brings you weekly updates on the latest market headlines, stories and insights from our Julius Baer experts.

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 a year it has been! Financial markets have swung from all-out bullishness to maximum bearishness. Most asset classes equities, bonds, crypto-coins, commodities (except for energy) have all fallen by a fifth or more from their peaks. This should have been the perfect environment for Gold to shine – but it didn’t. What explains the behaviour of the Gold market? What can investors expect looking ahead? Find out more in this episode with our experts 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 Weekly summary of market headlines, stories and insights from our Julius Baer experts.

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 With the US dollar extending its rally and breaking 20-year highs, what does it mean for the rest of the world? Who have been the winners and losers? How can portfolios be positioned for 2023?Tune in as we discuss this and more with Singapore-based FX specialist, Sabrina Choy.

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 Weekly summary of market headlines, stories and insights from our Julius Baer experts.

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 Weekly summary of market headlines, stories and insights from our Julius Baer experts.

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 celebration of World Mental Health Day on 10 October, Beyond Markets brings you a special episode on how to improve your Mental Health and Resiliency. In this episode, we speak to Bobby Teng, a psychology-trained clinical counsellor and consultant at Human Dynamic, to understand more about mental health and the strategies and resources that may offer support on one’s personal mental health journey.

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 Growth is slowing and rates are rising – this year has been very challenging for investors so far. In this episode of the Beyond Markets podcast “Market Outlook Year-end 2022 – Look for lows but stay open-minded”, Christian Gattiker, Head of Research, and Mark Matthews, Head of Research in Asia, talk to Helen Freer, Investment Writer, about the current market environment and what it means for investors.

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 Weekly summary of market headlines, stories and insights from our Julius Baer experts.

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 Weekly summary of market headlines, stories and insights from our Julius Baer experts.

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 Weekly summary of the latest market headlines and relevant insights from our Julius Baer experts.Find out everything you need to know for the week 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 Markets had a lot to digest this year with spiking inflation, aggressive central bank tightening, the Ukraine war and the ongoing pandemic taking a toll on most asset classes. With just under four months left in the calendar year, what are our experts’ views on what to expect? Find out more in this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia and Kelly Chia, Deputy Head Research Asia at Julius Baer.

This year so far has been the worst 8 months on record for fixed income markets. In this episode of the Beyond Markets podcast: “Central banks to keep fighting inflation”, Markus Allenspach, Head of Fixed Income Research, talks to Helen Freer, Investment Writer, about how different central banks are using monetary policy to tackle inflation and what this all means for fixed income investors.

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 Digital Assets are an important consideration for the future of Asia Wealth Management as ever more investors demand new services and solutions. In this episode, we discuss the findings of a comprehensive survey on affluent, high-net worth (HNW) individuals and wealth management firms in the region. What products and services are investors demanding? What are their concerns? Why are financial institutions holding back despite this market opportunity? And what is key to succeed in this unclaimed territory?Find out more in this episode with our experts Nam Park, Head of Strategy and Business Operations Singapore at Julius Baer and David Wilson, Wealth Management Lead Asia for Accenture.

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 One of the structural tailwinds that the healthcare sector is set to benefit from is the sharp rise in the number of people over the age of 65. Historically, the sector tends to do well in stagflationary periods – which is the overriding concern for financial markets today. Are healthcare stocks a safe harbour for portfolios in these turbulent times? Find out more in this episode with our experts Guy Bettschart, Healthcare Analyst and Yaw Shin Wong, Equities Specialists Asia at Julius Baer.

There are a number of factors that drive equity markets but investors are really focused on the earnings season at the moment. In this episode of the Beyond Markets podcast: “Q2 earnings season so far”, Mathieu Racheter, Head of Equity Strategy Research, talks to Helen Freer, Investment Writer, about some of the highlights from the second-quarter earnings season so far.

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 ESG Investing is an important consideration for the Future of Asia Wealth Management. In this episode, we discuss the findings of a comprehensive survey on affluent and high-net worth (HNW) individuals in the region. What are the attitudes, needs and wants of Asia wealth management clients towards ESG investing? What kind of ESG investment products and wealth management services are most in demand? And what is the opportunity set for wealth management firms in the region?To find out more, listen to this episode with Pearlyn Wong, Head Investment Promotion & Solutions Asia at Julius Baer and David Wilson, APAC Wealth Management Lead for Accenture.

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 the current economic climate of rising rates along with the prospect of slowing growth, can investors find refuge from inflation in property? Which could perform better? Listed developers, real estate investment trusts (REITs) or physical real estate? Commercial or residential? What are some of the risks investors should be aware of?Tune in, as we discuss all this and more with Asia real estate specialist, Chua Jen-Ai, Research Analyst 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 impact of currency fluctuations on the performance of a portfolio can be significant over time. In this episode of the Beyond Markets podcast: ‘Currency matters’, Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, talks to Helen Freer, Investment Writer, about how currency markets work, and what factors investors need to consider in order to navigate FX markets well.

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 Equity markets have showed continued weakness in the last month, supported by sustained inflation, macro uncertainty and negative investor sentiment. In this episode, our experts Mark Winterburn, Head of Advisory UK, and An Do, Portfolio Manager in London, dig deeper into what is driving the current market weakness, whether we should expect further downside from here, and, on a lighter note, if there are any silver linings in what has been a dreadful first half of the year for equity 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 Digital assets have fallen in tandem with equity markets in recent weeks. Our experts take a closer look at the key factors for the recent selloff and the sentiment in the market. In this episode with Nam Park, Head of Strategy and Business Operations Singapore and Justin Chow, CEO and Executive Director of Hidden Road Singapore and Global Head Digital Assets we take a deep dive into the crypto world, the latest developments and address all pertinent questions.

Our experts believe there are many conflicting factors at work at the moment but that overall, we are not heading for a recession. To find out more, listen to our latest episode of the Beyond Markets podcast: ‘Market Outlook Mid-Year 2022: The price of getting ahead of the curve”, where our Head of Research, Christian Gattiker, and our Head of Research Asia, Mark Matthews, discuss 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 Gina Battye is a world-renowned Consultant for Psychological Safety and LGBT+ Inclusion. She works with leading global organisations and is a best-selling author. Her 5 pillars of Psychological Safety provide the foundation and building blocks to create fully inclusive workplaces – a concept that is being used around the world. In this special Pride Month episode, Gina explains why it is so important to bring your true self to work and how leaders can encourage it by creating the right conditions. What can we do as individuals to be more inclusive and create a positive working environment, for us and our colleagues? How does it feel to be excluded at the workplace? And how do we call out exclusive behaviours in a constructive way? Listen to Gina’s inspiring insights with Julius Baer host Lutz Timmen and learn how we all can cultivate an inclusive environment at work so that individuals, teams, and businesses can thrive. [01:56] What is a LGBT+ Consultant?[02:32] Biggest challenges for LGBT+ people[04:56] What is Psychological Safety?[06:20] Challenges LGBT people face in the workplace[07:37] Bringing your true self to work[12:05] True self – on an individual level[13:34] True self – benefits for team and organization[16:21] Exclusion at the workplace[20:22] What can we do to be more inclusive?[23:47] What are Allies, and how can they help?[27:03] How leaders can foster a more inclusive environment

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 trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high and dry. In this episode, our experts, Marc Blunier, Head of Investment Promotion & Solutions and Rishabh Saksena, Head of Investment Specialists Asia Pacific, address key investor concerns. What is the outlook for fixed income markets? How should investors position their portfolios? Which segments and regions look attractive? Find out in 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 The trinity of inflation, war, and interest rate hikes has created a perfect recipe for a challenging fixed income environment, leaving investors high and dry. In this episode, our experts, Marc Blunier, Head of Investment Promotion & Solutions and Rishabh Saksena, Head of Investment Specialists Asia Pacific, address key investor concerns. What do rising interest rates mean for investor portfolios? Where are the central banks' policy tightening efforts leading? Is a recession on the horizon? Is now a good time to invest? Listen to this episode to find out. Stay tuned for part 2, where we will take a deeper dive into investment opportunities.

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 week saw a shakedown in crypto markets with broad-based drawdowns for many leading tokens driving one of the largest weekly declines in total crypto market capitalisation in recent history. The trigger? The high-profile collapse of algorithmic stablecoin Terra USD (UST) which led to a general loss in confidence in the broader crypto ecosystem, further denting already low sentiment in the digital assets space. What are the implications of these developments? How does this change the outlook for this emerging asset class? Listen now to find out more, in this timely episode with Julius Baer experts Nicolas de Skowronski, Head of Wealth Management Solutions and Member of the Executive Board and Sipho Arntzen from the Next Generation Research team.

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.