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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

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China Conversations: From Golden Week to the 15th Five-Year Plan

09 Oct 2025
29m
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In this episode of the Julius Baer podcast "Beyond Markets," Richard Tang interviews Hong Hao about the Chinese market. They discuss the subdued consumption data from the Golden Week holidays, the impact of national subsidies on spending, and potential reforms in the 15th Five-Year Plan to boost consumption, including ...

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The Week in Markets: Shutdown blues, Sanaenomics buzz

07 Oct 2025
5m
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How structured products can add value to a portfolio

01 Oct 2025
16m
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The Week in Markets: To ride the momentum, or not?

29 Sep 2025
8m
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Singapore dollar – Small but mighty

25 Sep 2025
12m
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In this episode of Beyond Markets by Julius Baer, hosts Yaw Shin Wong and Jen-Ai discuss the potential of the Singapore dollar (SGD) as a safe haven currency in Asia. They explore the historical performance and stability of the SGD, its backing by gold and foreign assets, and Singapore's strong economic fundamentals. W...

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The Week in Markets: Looking beyond the expected Fed rate cut

22 Sep 2025
8m
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The Week in Markets: History is on the stock market’s side

15 Sep 2025
13m
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Market Outlook Year-End 2025 – All eyes on policy responses

15 Sep 2025
15m
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What is agentic AI and how might it impact your investments?

12 Sep 2025
20m
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The Week in Markets: Japan picture optimistic despite near-term political uncertainty

08 Sep 2025
8m
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China Conversations: Market surge triggers bubble concerns

05 Sep 2025
28m
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In this episode of the Julius Baer podcast "Beyond Markets," Richard Tang interviews Hong Hao about the China market. They discuss the recent rally in the A-share market, addressing concerns about a potential bubble and comparing the current situation to 2015. Hong Hao clarifies a Bloomberg report about Chinese regulat...

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The Week in Markets: AI – enhancing profitability, disrupting employment

01 Sep 2025
14m
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Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios

29 Aug 2025
13m
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The Week in Markets: Two milestones in the US stock market, and one in China’s

25 Aug 2025
12m
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Private Equity in a Changing World

24 Aug 2025
19m
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The Week in Markets: Subtle parallels with the dot-com bubble

18 Aug 2025
12m
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From Battlefield to Boardroom: Leadership in a changing world

13 Aug 2025
39m
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The Week in Markets: Amazing second quarter results

11 Aug 2025
14m
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China Conversations: Does the Hong Kong rally have legs?

06 Aug 2025
24m
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In this Julius Baer podcast, Richard Tang interviews Hong Hao about the Chinese stock market, particularly in Hong Kong, and its surprising strength despite a perceived weak Chinese economy. Hao suggests that short-term trading isn't always tied to fundamentals and anticipates potential policy interventions. They discu...

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The Week in Markets: 39% tariff on Switzerland shocks markets

04 Aug 2025
7m
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