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 As countries across the globe are easing travel restrictions, no sector is watching with greater anticipation than the hospitality sector, which has borne the brunt of border closures. In this episode our Deputy Head of Research Kelly Chia talks to Kong Leong Chan, CEO Southeast Asia & Australasia at the Shangri-La Group who shares his insights and personal learnings from the pandemic.Our experts will look back at the past two years and discuss the structural changes Covid has brought about. They also look ahead and explore what the future holds for the hospitality sector. Will business travellers return? How has travel behaviour changed? Are staycations going to stay?Find out more in this Beyond Markets episode.

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.

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.

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.

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.

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 International Women’s Day special episode our Singapore based Research Analyst Jen-Ai Chua and Head of Investment Promotion & Solutions Asia Pearlyn Wong focus on the rising need for women’s wealth planning. Women hold now an average of 40% of global wealth, nevertheless they are underrepresented in the world of investing. Our experts discuss the reasons why this may be, why women make better investors and the importance of financial education for women.

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 Our FX Specialist Sabrina Choy and Deputy Head of Research Asia Pacific Kelly Chia discuss their US dollar forecast and explain major factors that may have an impact on the greenback in 2021 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 CIO Asia Bhaskar Laxminarayan and Head of Research Asia Mark Matthews review Julius Baer’s key themes for the first trimester, discuss the dynamics in financial markets right now and provide the latest on vaccines and stimulus and the economic recovery they should bring about.

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 It was a week of turbulence in silver markets. Does this signal longer term volatility for the grey metal or is this merely a short term event? Find out more in this episode with Chris Irwin, Precious Metal Trader and Pearlyn Wong, Head of Investment Publishing Asia 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 2020 was probably the most exciting year ever in the gold market for Chris Irwin, Precious Metal Trader and Carsten Menke, Head of Next Generation Research at Julius Baer. They explain why in this episode while also looking at what’s in store for the yellow metal in 2021 and beyond.

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 second part of our Market Outlook for 2021 Mark Matthews, Head of Research APAC and Marian Mak, Head of Fixed Income Specialists Hong Kong focus on Fixed Income.

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 first part of our Market Outlook for 2021 Mark Matthews, Head of Research APAC and Cheng Hin Saw, Head of Equities Specialists Asia focus on Equities.

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 year-end episode Bhaskar Laxminarayan, CIO Asia Pacific, and Mark Matthews, Head of Research Asia Pacific review the year 2020 and discuss what they think 2021 has in store for the world economy and 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 episode, our Head of Research APAC Mark Matthews and our Head of Research Hong Kong Richard Tang discuss how the Chinese market has changed over the years, what the current and future trends are and what investors should look out for. For important legal information please refer to www.juliusbaer.com/legal/podcasts.