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“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape. 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 ...
 
Moving Markets is a daily market news briefing from Julius Baer. Our experts discuss the latest market developments and put the headlines in perspective to set you up for the coming day. 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 ...
 
True Connections is a monthly podcast, which focuses on the stories and successes of entrepreneurs from across the globe. We hear how they started their careers and built businesses, and explore their perspectives on the challenges and opportunities facing today’s world. 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 ...
 
Designed by the Julius Baer Foundation, the Wealth Inequality Initiative aims to shed light on the global challenge of wealth disparities. It connects worldwide key players and experts to awaken interest, circulate knowledge, mobilise stakeholders and drive action against wealth inequality. The Wealth Inequality Initiative Podcast Series features inspirational and influential personalities, including experts of wealth inequality. Christoph Schmocker, CEO of the Julius Baer Foundation, or Dr. ...
 
Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective. 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 securit ...
 
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The Investment Insights podcast brings you the thoughts and views of Julius Baer's UK investment team on today's markets. 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.
 
What will the cities of the future look like? What kind of vehicles will fill the streets? In a digitalised world, what jobs will emerge? And which technologies will help save our planet? Our Think Tank podcast opens a window to the future and shows how we can participate in the fundamental trends that are shaping it. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer ...
 
Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
 
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show series
 
US Federal Reserve policymakers suggest that interest rates may peak higher than anticipated, foreseeing a modestly higher path for policy compared with its stance in September. UK Prime Minister Rishi Sunak calls for robust pragmatism towards China, referring to the country as a systemic threat. And Damien Ng, Next Generation Research Analyst, tal…
 
Protests are spreading across China over harsh anti-virus curbs. In the UK, meanwhile, Prime Minister Rishi Sunak is facing pushback from his ruling Conservatives as they try to force the government to drop a ban on new onshore wind farms. Mensur Pocinci, Head of Technical Analysis, gives an update on the latest market moves, and Mark Mathews, Head…
 
On Part 4 of the Advisor Perspectives Series, Anupam talks to Suresh Sadagopan- SEBI Registered Financial Advisor and author of the book 'If God was your Financial Planner'. They discuss the Registered Investment Advisor (RIA) Model by SEBI and explain what comes with being a SEBI registered advisor. They further discuss various types of financial …
 
The US equity markets were closed yesterday for Thanksgiving and are only open in the morning session today. Yet, people across the US will be shopping around the clock as it is Black Friday, the unofficial start of the holiday shopping season, while parts of Beijing are back in lockdown again due to the country’s Covid policy. Tim Gagie, Head of F…
 
The US Federal Reserve signalled that it is leaning towards downshifting to a 50 basis points rate hike in December. In Asia, meanwhile, the Chinese Communist Party indicated further monetary stimulus, including a likely cut in the reserve requirement ratio for banks. Carsten Menke, Head of Next Generation Research, gives an update copper and metal…
 
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 i…
 
Credit Suisse is cutting at least a third of its investment banking workforce in China as part of the bank’s cost-cutting plans. And the ongoing crypto crisis shows no signs of abating, with fears of contagion continuing to spread throughout the crypto world. Dario Messi, Investment Research, talks about US fixed income and his view on the rising r…
 
The sentiment is fragile in Asia after China’s daily virus infections climbed to near the highest on record. It is said local authorities may possibly re-introduce strict measures, despite the new directives from authorities over a week ago, that marked an easing in the official zero-Covid playbook. Guy Bettschart, Equity Analyst, shares insights o…
 
Markets are mostly down today after China reported its first Covid deaths in almost six months, sparking fears of new lockdown measures in the country. This week is traditionally quiet due to the Thanksgiving holiday in the US, but there will be a focus on the FOMC minutes which are released on Wednesday as these may offer some new insights. Mensur…
 
On this episode of #PaisaVaisa, Anupam Gupta talks to Vikas Agrawal- Founder & CEO of AIF & PMS Experts India. They discuss the AIF and PMS avenues and the latest updates in the space. They also discuss about the value migration of investors from Mutual funds to PMS, importance of data in investment allocation, and significance of planning and stra…
 
The St. Louis Fed President, James Bullard, suggested in a speech yesterday that policymakers should raise interest rates to at least 5% to 5.25% - this likely contributed to all the major markets in the US ending the day in the red yesterday, and all except the DAX following suit in Europe. In the UK, Jeremy Hunt announced the Autumn Statement, an…
 
Both the US and Asian stock markets were upended by micro news overnight. In the US, it was Target that rattled investors by announcing that sales were down as shoppers grappled with higher inflation heading into a peak shopping season. US retail sales data however painted a different picture coming in 0.3% higher than expected in October. In Asia,…
 
A softer than expected increase in US producer price prices for October gave US equities another boost. However, geopolitical concerns are weighing on sentiment this morning after a missile is reported to have struck land in Poland near the Ukraine border. Dario Messi from Fixed Income Research speaks about the broadening opportunity set in fixed i…
 
At the G-20 summit in Bali, President Joe Biden and President Xi Jinping met face-to-face for the first time since the start of the Covid-19 pandemic. The meeting ran about three hours, and showed signs of reduced US-China tensions. David Meier, Economics Research, gives an update on the EUR/USD currency pair, and why we believe the dollar has like…
 
Asian equities advanced to their highest level in two months on the back of China’s policy shifts on Zero Covid and the property sector. Democrats will keep control of the US Senate after its candidate for the US Senate for the State of Nevada is all but certain to have won the contest. Mensur Pocinci, Head of Technical Analysis, takes a look at ma…
 
India's household Debt to GDP ratio is at an alarming 38%. On this episode of #PaisaVaisa, Anupam discussed Debt relief with Ritesh Srivastava- Founder & COO, FREED. FREED was founded with the mission to help debt burdened consumers, to help them overcome the credit and become financially stable. Anupam and Ritesh discuss the rising bad debts, Cred…
 
Equities rallied, the USD fell, and bond yields plunged following a report that US inflation rose less than expected in October. This morning, a subtle shift in China’s zero-Covid policy towards more targeted and scientific implementation is adding fuel to Asian equities. Carsten Menke, Head of Next Generation Research, speaks about gold, which has…
 
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 resu…
 
While the race for the US Senate is still open and it may be days or even weeks before the results are final, US President Joe Biden said that the Democrats had exceeded expectations and that he intends to run for a second term. Today, all eyes are on the latest consumer price data from the US, which will offer some clues on the path of future Fed …
 
While all eyes are on the results of the US Midterm elections rolling-in, it could still take a while until final results are declared. Markets will soon focus on tomorrow’s US inflation figures, which are expected to drop slightly. Mathieu Racheter, our Head of Equity Research, shares his take aways on the Midterms and their impact on markets, and…
 
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 …
 
Former US President Donald Trump plans to make a “big announcement” next week, indicating that he intends to run for President in 2024. China is experiencing an increase in coronavirus infections, reporting 7,323 new local Covid-19 cases, as it staunchly defends its zero-Covid policy. And David Meier, Senior Economist, gives us a preview of what we…
 
Whilst speculation mounted about China’s re-opening story, Chinese officials vowed over the weekend to remain “unswervingly” strict in Beijing’s approach to stamping out the coronavirus. Mensur Pocinci, Head of Technical Analysis, provides an update on markets from a technical perspective. Richard Tang, Head of Research Hong Kong, shares his insigh…
 
On this episode of #PaisaVaisa, Anupam Gupta talks to Vinay Mathews- Founder and COO, Faircent. They discuss about the legality, regulations, licensing and digitization of P2P Lending under the RBI. They further discuss about Faircent which enables large numbers of customers and lenders come together developing a two-sided marketplace. Risk Assessm…
 
US market sentiment was subdued following the big Fed-day on Wednesday, while the Bank of England delivered its largest rate hike in 33 years. China shares are on course for their best week since 2015 on continued speculation that the nation will start relaxing its zero-Covid policy. Tim Gagie, Head of FX&PM Solutions Geneva, takes a closer look at…
 
Yesterday evening saw all eyes once again on the US Federal Reserve, when it announced its fourth consecutive rate hike of 0.75%. Today is the Bank of England’s turn, and it is expected to follow suit. We hear from David Meier, Senior Economist, with his thoughts on the outcome of yesterday’s FOMC meeting, from Carsten Menke, Head of Next Generatio…
 
In China, equity markets rallied as investors there entertained the prospect that the zero-Covid policy might be dropped but at the same time the area around Foxconn Technology’s group has been put into a 7-day lockdown, which will drastically curtail shipments in and out of the world’s largest iPhone factory. US equity markets fell yesterday, the …
 
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 disciplin…
 
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 e…
 
US markets took a breather yesterday, after a couple of strong trading days last week. While today’s trading action will be overshadowed by the Federal Reserve’s rate decision tomorrow, Asian stock markets are rallying on speculation to an end of the Covid-Zero policy in China. Nenad Dinic, from our Research’s Equity Strategy team, shares his thoug…
 
US equity markets all made solid gains on Friday and 2-year and 10-year US Treasury yields rose for the first time in four days. Wheat futures have surged today after Russia has withdrawn from the Black Sea corridor agreement and in Brazil’s presidential election, the left-wing former president Lula da Silva has beaten the far-right incumbent Bolso…
 
On the third installment of Advisor Perspectives, Anupam, Vishal and Shalini discuss all things finance from a familial perspective. Vishal and Shalini- Founder and President of Plan Ahead Wealth Advisors, share how they established their own advisory business as a couple. In this Indepth conversation, they discuss the importance of goals, the need…
 
Shares are falling in Asia after disappointing results from US tech giants Meta and Alphabet, while the Bank of Japan does not move an inch on its ultra-low interest rate policy. David Meier, Macro & Next Generation Research, notes that the ECB is clearly focused on the inflation battle, but he explains why we have a below consensus view on future …
 
Credit Suisse posted a disastrous loss of CHF 4 bn in its Q3 results, hugely below the average estimate of CHF 413m. The disappointing results come as the bank is preparing a sweeping restructuring overhaul and is said to be in advanced talks with a group including heavyweights Apollo and Pimco, who are interested in buying the bank’s securitised p…
 
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 …
 
Chinese stocks in Hong Kong extended their rebound from their historic rout earlier this week, as authorities sought to bolster investor confidence in one of the worst-performing markets this year. Rishi Sunak is under criticism for reappointing a number of scandal-plagued former ministers to senior government positions. Philipp Lienhardt, Head of …
 
US stock markets rallied yesterday but Asian markets couldn’t quite make their minds up, underscoring investor nervousness following China’s twice-a-decade Communist Party Congress and the announcement that President Xi Jinping remains in power. Rishi Sunak will become the UK’s new prime minister after meeting with the King today. David Meier, Macr…
 
After the end of the party Congress in China, big falls in Hong Kong stocks and mainland China markets today have seen the Hang Seng index drop to its lowest levels since April 2009. There have been big swings in the yen amid signs of another intervention from the Japanese authorities. And after Boris Johnson withdraws from the Conservative party l…
 
On this episode of #PaisaVaisa, Anupam talks to Abhishek Poddar- Co-founder & CEO of Plum. Abhishek explains Group Health Insurance and how the same is essential for the employers to adopt for their organizations. They further discuss how Plum is streamlining and smoothening the process of Group Health Insurance. Insurance costs, aspects of group h…
 
Traders were probably less surprised about Liz Truss’s political exit than herself. However, this morning, it is economic data, which weigh on the British pound. Yields in the US are back at levels last seen during the financial crisis and European yields are expected to catch up. Tim Gagie, our Head of FX&PM Solutions Geneva, shares his views on t…
 
The equity market rally seen earlier in the week stalled yesterday and 2 and 10-year US Treasury yields climbed 13 basis points amid fears of a global slowdown. The Japanese Yen is inching towards the psychological barrier of 150 relative to the US dollar, so investors are watching closely for further intervention to support the currency. Nicolas J…
 
Earnings reports in the US fuelled the rally overnight but the story was more mixed in Asian trading. Mathieu Racheter, Head of Equity Strategy explains why he favours software in the IT space, and Dario Messi, Fixed Income Research joins us to reveal whether or not emerging market bond yields are just too attractive to ignore. 00:09 Introduction a…
 
The global stock market started the week with a big rally, which saw the Nasdaq Composite Index rise 3.4%. Reasons for the rally were the solid earnings reports so far that offer a largely rosy view of the US consumer, as well as the news that Jeremy Hunt, the new UK Chancellor of the Exchequer, will reverse nearly all announced tax cuts and wind b…
 
At the 20th national party congress, President Xi Jinping indicated no change in course for the two major risk factors weighing on the Chinese economy. Liz Truss is fighting for her premiership this week, when financial markets will render a new verdict on her economic reset. Mensur Pocinsi, head of Technical Analysis, gives a technical update and …
 
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