Julius Baer · Investment

Beyond Markets

Beyond Markets by Julius Baer will no longer be publishing new episodes. The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments. Subscribe to Moving Markets to stay connected with our latest views and analysis. Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239 Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647 The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.

Episodes

Moving Markets – the new home for Beyond Markets content

26 Jan 2026

Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead

18 Dec 2025

18m

The Week in Markets: Economically-sensitive stock market indices break to new highs

15 Dec 2025

19m

China Conversations: AI momentum and policy tailwinds into 2026

12 Dec 2025

26m

AI processed

In this Julius Baer podcast episode, Richard Tang interviews Hong Hao about the outlook for the Chinese equity market in the coming year, focusing on the potential impact of the 15th Five-Year Plan, particularly regarding technology and consumer demand. They discuss the possibility of renewed consumer subsidies and a p...

Staying disciplined when markets test your resolve

11 Dec 2025

16m

The Week in Markets: Two technical indicators suggest further strong equity gains next year

08 Dec 2025

15m

The Week in Markets: Lower rates, higher precious metals, and the “Holy Grail” of Artificial General Intelligence

01 Dec 2025

11m

In this episode of the Julius Baer podcast "Beyond Markets," Richard Tang, China strategist and head of research Hong Kong for Bank Julius Baer, interviews Hong Hao, managing partner and CIO of Lotus Asset Management, about the Chinese market. They discuss the implications of the 15th Five-Year Plan, focusing on techno...