Podcast appearances and mentions of julius baer

Live from Zürich: Christian Gattiker of Julius Baer explains how stock markets and investors are reacting to the Iran-Israel conflict and other tumult from the US, Europe and the Middle East.See omnystudio.com/listener for privacy information.

The global economy is navigating a complex landscape of rising oil prices and increasing inflationary pressures. Following last week's conflict between Israel and Iran, oil prices have surged over 12%, and concerns are growing about the potential impact on economic growth and stability. Yet, despite these challenges, certain economies - such as India's - are demonstrating resilience and attracting investor attention due to their strong fundamentals and long-term growth prospects.This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting pressure on the Federal Reserve, complicating the outlook for rate cuts. At the same time, rising yields in Japan and growing concerns over the US fiscal trajectory are prompting investors to seek diversification. With emerging markets and Asian bonds showing strength, the case for quality bonds with moderate duration continues to grow.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors, and is a risk to the concept of US exceptionalism. In such an environment, we see value in diversifying away from the US in sectors that can be easily replaced. The US, however, remains a leader in the technology sector. In the fixed income space, elevated rates are likely here to stay, which means going for long duration is possibly not ideal. This episode, presented by Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, explores these themes and provides insights for investors navigating this complex landscape.

This week, Bobby and the team were broadcasting from Japan for this year's EY Entrepreneur of the Year CEO Retreat. As part of the trip, Bobby got to speak with Mark Matthews, Head of Research Asia for Julius Baer, about how the stock markets in Asia and elsewhere are responding to Trump's Tariffs.

This week, Bobby and the team were broadcasting from Japan as part of this year's EY Entrepreneur of the Year CEO Retreat. Here, Bobby tries a bit of karaoke, speaks with Mark Matthews, Head of Research Asia for Julius Baer, about how the stock markets in Asia and elsewhere are responding to Trump's Tariffs, takes a bullet train to Kyoto, is joined by Japan Rugby Head Coach, Eddie Jones, and more.

The potential for increased policy support, and ongoing improvements in corporate governance, are factors that support a constructive outlook for Chinese equities. Additionally, the ongoing shift in global investor portfolios away from the US adds further momentum to this outlook. In this episode, our experts explore the investment themes that offer significant opportunities. They also discuss the possible policy directions that China can take in the short and longer terms, the state of the Chinese property market, and if markets are being complacent given the overhang of tariff risks. Kevin You, Portfolio Manager at Allianz Global Investors, joins Richard Tang, Head of Research Hong Kong at Julius Baer in this coversation.(00:45) - Constructive on China equities (05:50) - Back to pre-Liberation Day levels – are markets being complacent? (09:51) - Potential policy direction (13:24) - State of the Chinese property market (16:20) - Reforms to the pre-sale home model? (17:58) - Thoughts on allocations in Chinese equities (19:18) - Investing in the AI theme in China (20:34) - Self-sufficiency in Chinese technology and semiconductors (22:39) - Robotics sector – where's the potential?

A delegation of 140 of Ireland's top entrepreneurs, including tech entrepreneurs Liam Dunne of Klearcom, Gareth Sheridan of Nutriband Inc., Alan Doyle of Aerlytix, Eddie Dillon of CreditLogic and Conor Buckley of Granite Digital, are this week travelling to Japan for the annual EY Entrepreneur Of The Year CEO Retreat. Running from Monday 26th to Saturday 31st May, the retreat will see the entrepreneurs travel between Tokyo, Osaka and Kyoto as they participate in a comprehensive programme of executive coaching, education and networking, while also experiencing Japan's vibrant culture and traditions. This year's retreat will visit sites of major business, academic and diplomatic importance across Japan. Key visits will include SoftBank Corporation HQ where the group will meet with SoftBank President Kunihiro Fujinaga and Executive Vice President Daichi Nozaki, a 'Mini MBA' experience at Hitotsubashi University, delivered by leading Japanese academics Professor Yoshinori Fujikawa and Professor Hiroshi Ono, and Ireland House Tokyo, the centre of Ireland's diplomatic relations in Japan, where the group will meet with Ambassador of Ireland to Japan, Damien Cole. Later in the week, the group will immerse themselves in Japanese culture in Kyoto before concluding with a visit to the World Expo in Osaka. Japan is the world's fourth largest economy with enduring strengths in areas including innovation, technology, automotive and manufacturing. The existing trade relationship between Ireland and Japan is strong, with Japan positioned as Ireland's second-largest trading partner in the Asia-Pacific region. Many of the entrepreneurs travelling to Japan are already conducting business there, while others are seeking to expand their markets. The delegation includes this year's 24 EY Entrepreneur Of The Year finalists as well as programme alumni representing a broad spectrum of industries and representatives from Enterprise Ireland, Invest Northern Ireland and Julius Baer International. Roger Wallace, Partner Lead for EY Entrepreneur Of The Year, said: "The CEO retreat is one of the highlights of the EY Entrepreneur Of The Year programme and this year we are taking the biggest ever cohort of entrepreneurs on the retreat to Japan, for what will be Ireland's largest annual unofficial trade mission. Supported by Enterprise Ireland, Invest NI, and Julius Baer, our 140 entrepreneurs will have the opportunity to meet with local business leaders, academics and experts while also experiencing Japan's vibrant culture and traditions. "Japan is renowned as an innovative leader across various industries, including manufacturing, electronics, automotive and robotics, with world-class Japanese companies such as Sony, Honda, and Yamaha. It is a country rich in opportunity for entrepreneurs looking to expand beyond traditional markets and into the wider Asia-Pacific region, an area which continues to move from strength to strength. This retreat is an opportunity for Irish entrepreneurs to delve deeper into new market opportunities in Japan and expand their knowledge of business and trade in the region. "More broadly, our CEO Retreat is designed to enable entrepreneurs to have the space to step back, engage with their peers and think differently, to embrace new ideas and to push themselves even further. The retreat is also an opportunity for entrepreneurs to deepen business relationships with fellow participants, often leading to fruitful collaborations, which is a core element of the Entrepreneur Of The Year programme. We hope the retreat will inspire and energise our entrepreneurs and may even be the spark that ignites some great new and exciting business possibilities for this talented group of business leaders." Since its inception, the EY Entrepreneur Of The Year Ireland community has grown into a tight-knit network of 650 alumni who harness each other's wealth of experience, with three-quarters (75%) conducting business with one another. Together, the ...

A large shadow was cast over the Q1 2025 earnings season by President Trump's Liberation Day tariff bombshells and his administration's subsequent trade discussions. Investors and traders alike waited with bated breath to see quite what the impact would be on both earnings guidance and companies' capex plans.In this episode of the Beyond Markets podcast, Mathieu Racheter, Head of Equity Strategy Research at Julius Baer, talks to Bernadette Anderko about his key takeaways from the earnings releases on both sides of the Atlantic. They discuss which sectors fared better than others, the impact of the tariffs, how to navigate the current market conditions, and much more.00:32   Introduction01:02   US Q1 earnings releases       01:58   Europe's earnings season02:48   Share price reactions03:32   What happened to guidance?04:42   Tariff impact on capex05:26   What about hyperscalers?06:31   Sell in May …08:17   Navigating recession risk09:34   Summary and conclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

US assets slumped last week, with the US dollar, Treasuries, and stocks selling off following President Trump's warning of fresh tariffs on the European Union. The pessimism on US assets is also reflected in recent data. The preliminary University of Michigan consumer sentiment index dropped to 50.8 from 52.2 in the month, and surveys show that Americans intend to do fewer road trips this summer despite falling gasoline prices.Investors are now seeing merit on diversifying out of the US, and gains have been seen in local currency stocks and bond markets. Local currencies have also performed well, with the weaker greenback creating opportunities for Asian central banks, such as Bank Indonesia and the Reserve Bank of Australia, to cut rates. In Hong Kong, the slump in the US dollar pushed the Hong Kong dollar towards the strong end of the band, prompting intervention from the Hong Monetary Authority (HKMA) to defend the currency peg. We expect more abrupt interventions from the HKMA from here, as investor positioning and flows are likely to weigh on the Hong Kong dollar and HIBOR.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

APAC stocks were on the back foot following the sell-off on Wall St where stocks, treasuries and the dollar were pressured amid deficit concerns and a weak 20-year auction.US President Trump said he was feeling very good about the bill in Congress; US House Speaker Johnson said on Wednesday that they were yet to decide on a vote on the tax bill that night or on Thursday but added that the Trump tax bill is moving forward.Bitcoin extended on gains and printed a fresh all-time high of above the USD 111k level; Texas House approved the bill to create a Bitcoin reserve.European equity futures indicate a lower cash market open with Euro Stoxx 50 futures down 0.8% after the cash market closed flat on Wednesday.Looking ahead, highlights include EZ, UK, US Flash PMIs, German Ifo, US Jobless Claims, Canadian Producer Prices, NZ Retail Sales, ECB Minutes, Speakers including RBA's Hauser, BoE's Breeden, Dhingra & Pill, ECB's Elderson & de Guindos, BoC's Gravelle, Fed's Barkin & Williams, Supply from Spain, France & US.Earnings from BT, British Land, easyJet, QinetiQ, Tate & Lyle, ConvaTec, Intertek, Generali, PKN Orlen, Allegro, Julius Baer, Galenica, Autodesk, Ross & Analog Devices.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Las acciones y el dólar caen. El rendimiento de los bonos sube. Se venden activos estadounidenses ante la creciente preocupación por el proyecto de ley de recorte de impuestos impulsado por Trump. Los precios del petróleo ganan después de que CNN informase que Israel está preparando un ataque contra las instalaciones nucleares iraníes. Eso la preocupación por el suministro fuera de una región productora clave de Oriente Medio y pone, de nuevo, en primer plano las preocupaciones geopolíticas. También preocupa la falta de avances en las conversaciones de Estados Unidos con sus socios comerciales, que siguen presionando a Washington para que suavice o elimine sus aranceles. Las Bolsas europeas ceden desde máximos de dos meses. Con resultados, son protagonistas, entre otros Julius Baer y JD Sports. Para mayor inquietud, la inflación en Reino Unido aumenta más de lo previsto en abril. Analizamos todo con María Romero, de AFI.

US Treasuries and equities staged a strong comeback last week after US President Donald Trump appeared to strike a conciliatory tone on Fed Chair Jerome Powell and on the tariff deadlock with China. However, several US manufacturing activity indicators point to renewed contraction in regional manufacturing activities, and polls conducted by ABC News and The Washington Post revealed that 64% of respondents disapprove of the Trump tariffs, and 7 in 10 believe that the tariffs will lead to higher inflation.Against this backdrop, Julius Baer now expects two 50 bps rate cuts for the US, and have raised its recession probability to 50% from 35% for the next 12 months.This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

US President Donald Trump escalated his open criticism of Federal Reserve chair Jerome Powell on Monday, sparking concerns about the central bank's independence. Meanwhile,​​Trump is also ramping up pressure on China, imposing fresh restrictions on the export of Nvidia's H20 AI chips. However, the University of Michigan consumer survey indicates that US consumer sentiment is rapidly declining, arguably placing him under growing pressure to strike a deal with Beijing.This episode is presented by Richard Tang, China strategist and Head of Research, Hong Kong at Julius Baer.

The yield on the benchmark 10-year US Treasury moved up 50 basis points last week, representing one of the most significant single-week increases on record. As the US administration's unpredictable tariff policies continue to unsettle markets, how can investors navigate this challenging investment landscape?Steve Wang, Fixed Income Specialist Asia at Julius Baer, sits down with Esteban Burbano, Managing Director and Fixed Income Strategist at PIMCO, to discuss the current economic picture, the impact of tariffs on inflation expectations and how the Federal Reserve might respond, the state of the US Treasury market, and the opportunities in the fixed income market amidst this unprecedented volatility.(This episode was recorded on 17 April 2025)

US President Trump's Liberation Day tariff announcements sent shockwaves through financial markets and 2 April 2025 will certainly be remembered as a hugely significant day. But what are the implications for investors in the wake of all the tariff-related uncertainty? In this episode, Christian Gattiker, Head of Research at Julius Baer, talks to Helen Freer about navigating the world of investing post-Liberation day. They discuss the risk of a recession, the role of US and non-US assets in portfolios, the outlook for safe-haven assets including the US dollar, and much more.00:31 Introduction01:07 Has the risk of a US and global recession increased?03:24 What is the expected timeline now?05:20 Is it possible to say what Trump's plan is?06:41 The US Federal Reserve's dilemma08:14 Impact on capital flows to the US09:49 Adjusting exposure to US and non-US assets10:58 Where do US technology stocks go from here?12:36 The outlook for the US dollar now15:21 The reaction of the Swiss franc and the Japanese yen16:23 Historic moves in bond markets18:46 What to focus on now in the fixed income space20:19 Thoughts on gold in the current environment22:16 What does the situation mean for Swiss equities?23:38 The role of Chinese equities in a portfolio26:44 The significance of talks between the EU and China27:49 Exposure to India to increase portfolio diversification29:02 The relevance of the Q1 earnings season30:29 Oil prices under pressure31:48 Our expectations for the rest of the year33:31 OutroWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

On today's episode - US President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake American trade. We preview the trading week ahead with Chuck Cumello, President and CEO at Essex Financial Services. Asian stocks advanced at the open after Washington issued the pause on import duties on a range of consumer electronics, lifting sentiment after a volatile week for markets. We get more perspective on the escalating US-China trade war and what it means for Asian markets with Mark Matthews, Head of Asia Research at Julius Baer. He speaks with Bloomberg’s Shery Ahn and Haidi Stroud-Watts.See omnystudio.com/listener for privacy information.

pullback amidst the market turmoil, the yellow metal has risen around 20% overall in the past six months and continues to chart new highs.In this episode of the Beyond Markets podcast, Chris Irwin, Head of FX and Precious Metals Trading and Carsten Menke, Head of Next Generation Research at Julius Baer, examine the rising demand of gold as a safe haven asset, continued central bank buying flows, and the factors behind the recent volatility.

In this episode of Beyond Markets we take a closer look at water. With water scarcity and extreme weather events on the increase, what do listeners need to know about water-related challenges and opportunities from both a societal and investment perspective? We are joined by Carsten Menke and Maeve Timoney from Julius Baer's Next Generation Research team to answer these questions and much more.   Hosted by Emily Rookwood, Head of Thought Leadership at Julius Baer. 

Global markets have been roiled by US President Donald Trump's sweeping "Liberation Day" tariffs. Against such a volatile and uncertain backdrop, it is important that investors remain calm and take the opportunity to rebalance and optimise portfolios.This episode is presented by Bhaskar Laxminarayan, Asia CIO for Julius Baer.

In this episode of Market Minutes, Lovisha Darad talks about the key events that would shape markets on March 26. After Nifty extended rally to the seventh consecutive day, experts now eye Nifty to reach to 24,200, with support around 23,400. Given global handover is strong, all eyes will be on if FIIs continue their buying spree in Indian equities. Among stocks in focus, watch out for Manappuram Finance, Federal Bank, and IREDA. Also, catch Mark Matthews of Julius Baer on the Voice of the Day segment. Market Minutes is a morning podcast that puts the spotlight on hot stocks, key data points, and developing trends.

The world is witnessing a rapid shift towards de-globalisation, accelerated in part by the new US administration. Meanwhile, ongoing disputes over tariffs, trade imbalances, and the widening US fiscal deficit continue to dominate global discussions.In this episode of Beyond Markets, Rishabh Saksena, Head of Investment Specialists Asia at Julius Baer, is joined by Vance Serchuk, Executive Director of the KKR Global Institute. They discuss the implications of these issues on the global economy, and examine which regions are well-positioned to thrive amid this increasingly uncertain geopolitical landscape.  

There has been a significant correction in US markets since mid-February, with the S&P index down around 8%, and the Nasdaq down around 12%. Surprisingly, this has come on the back of reasonably good earnings from the previous quarter and forward-looking guidance. This shift in investor sentiment appears to be driven by rising policy risks, and a decrease in the "Trump put" effect - the market's previous belief that government intervention would support asset prices.In this episode, Bhaskar Laxminarayan, Chief Investment Officer Asia at Julius Baer, shares his expectations for markets, sectors we favour, and insights on the bond markets in this uncertain environment. 

Germany's surprise €500bn infrastructure plan marks a historic break from fiscal restraint, shaking up markets and boosting European stocks.Meanwhile, US economic uncertainty under Trump is fueling recession fears, pushing Treasury yields down and challenging USD strength.We also break down Japan's bond market surge and what it means for global investors.This episode is presented by Magdalene Teo, Head of Fixed Income Asia at Julius Baer.

The initial read of the third session of China's 14th National People Congress has been generally in line with economist expectations. Concurrently, ongoing shifts in US policies, especially on tariffs, continue to disrupt the broader macro narrative. Surprisingly, Hong Kong stocks have rallied steadily amidst these developments, whilst US stocks have reacted much more negatively. What is our outlook for these markets, and what does it mean for the US dollar? This episode is presented by Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer, and Hong Hao, Partner and Chief Economist at GROW Investment Group. This episode was recorded on 6 March, 2025.

Almudena Benedit, responsable de la gestora en España, analiza las perspectivas de los mercados para 2025 y señala al oro como una inversión prometedora.

An unprecedented clash between Ukraine President Volodymyr Zelensky and US President Donald Trump at the White House last Friday has called into question the strength of the US-Europe relations. Investors are also watching several other key macro events this week – potential additional tariffs from the US on China, Canada and Mexico, as well as China's “Two Sessions” annual meetings taking place on March 5 and 6. This episode is presented by Eric Mak from the Equity Research Asia team at Julius Baer.

With inflation expectations rising, credit spreads at historical tights, and US Treasury moves dictating market sentiment, how should investors position their portfolios? In this episode, Elaine Ngim, Head of Investment Advisory Singapore at Julius Baer sits down with Jonathan Liang, Head of Fixed Income Investment Specialists, Asia ex-Japan at JP Morgan Asset Management and Dario Messi, Head of Fixed Income Research at Julius Baer to break down the top-of-mind issues in fixed income markets and the corporate credit landscape today. Key topics include:(01:42) - How inflation expectations impact credit markets (04:32) - The outlook for credit spreads – are we due for a widening? (06:16) - Does investment success hinge on getting the US Treasury view right? (08:22) - The US dollar's strength and its implications for emerging markets (09:49) - Why active management is critical in volatile bond markets (12:12) - Managing volatility to achieve better risk-adjusted returns (13:03) - The evolving role of CDS (13:40) - Lessons from past market drawdowns (14:38) - Common misconceptions about credit investing (16:25) - Key takeaways for equity-focused investors

European stock markets have excelled so far this year but to what extent does this reflect the continent's economic health and what is the outlook for investing in Europe going forward? In this episode of the Beyond Markets podcast, David Kohl, Chief Economist at Julius Baer, talks to Helen Freer about how he expects inflation in Europe to develop, the European Central Bank's next steps, and what impact US President Trump's threat of tariffs might have on the region. They also discuss potential opportunities for investors.00:37 Introduction01:01 Europe's economy – lack of competitiveness has created downward pressure on wages03:13 Expectations from the ECB05:12 Underlying inflation pressure is weakening06:53 Will a bigger interest rate differential lead to a weaker euro?08:20 Tariff threats and what it means for Europe10:10 Is the lack of competitiveness in Europe partly due to the euro?11:46 What factors may lead to an improvement in the European economy?14:00 Potential opportunities for investors15:28 The automotive industry16:59 Will geopolitics create more challenges or opportunities for Europe?19:15 How significant is the upcoming German election and what could a new government focus on?20:46 SummaryWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

With a mixed set of US jobs data last week, investors are looking to this week's inflation numbers and Federal Reserve Chair Jerome Powell's testimony for clearer guidance on the Fed's next steps. In China, optimism is rising with DeepSeek's disruption of the AI sector and better-than-feared impact from Trump's tariffs. We also discuss the role of Gold and Bitcoin in risk hedging.This episode is presented by Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer.

In addition to the typical seasonal tailwinds from the Chinese New Year, three key factors are also driving the recent rally in Chinese equity markets: the better-than-feared impact of US President Donald Trump's trade tariffs, growing domestic optimism following the release of China's DeepSeek AI, and rising policy expectations ahead of the National People's Congress in March.Join Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer, and Hong Hao, Partner and Chief Economist at GROW Investment Group, as they dive each of these key developments shaping China's market landscape.

In this episode, Scott Becker examines recent job cuts at Estee Lauder, Workday, and Julius Baer, analyzing whether these moves signal a broader trend or isolated adjustments.

In this episode, Scott Becker examines recent job cuts at Estee Lauder, Workday, and Julius Baer, analyzing whether these moves signal a broader trend or isolated adjustments.

In this episode of The Week in Markets, Jen-Ai Chua, Equities Research Analyst at Julius Baer, highlights how Chinese AI start up DeepSeek has upended traditional assumptions underpinning growth in the AI sector. This spells opportunities and risks for players in different parts of the supply chain. In other developments, the Fed's decision to hold rates at its January Open Market Committee Meeting hints at possible inflation pressures, while President Trump's imposition of tariffs on Canada, Mexico and China are classic shock and awe tactics that herald the start of a period of political noise and uncertainty.

Every day we read new statistics about how much investment is needed to maintain ageing infrastructure and to build new infrastructure that will keep pace with modern economies.  Governments can only provide a portion of the trillions of US dollars needed every year, making private investment essential.In this episode of the Beyond Markets podcast ‘Introduction to Private Infrastructure', Fiona Kenyon, Head of Private Markets Advisors, Julius Baer talks to Tara Courtney Davies, Partner and Co-Head of KKR EMEA and Co-Head European Infrastructure, about private infrastructure: what it is, as well as its relevance to investors. In their conversation they discuss the important dynamics and developments investors should know about, and the role it can play in a sophisticated portfolio.00:41 Introduction to speakers and topic01:42 What is infrastructure?02:27 What characterises infrastructure assets?03:43 Global infrastructure needs04:24 Tailwinds fuelling infrastructure investment06:02 The role of private investment06:34 Private infrastructure investment in a portfolio context08:43 Risks to consider when investing in infrastructure 10:34 Incorporating infrastructure assets into appropriate portfolios11:43 Considerations regarding semi-liquid investment products12:46 ConclusionWould you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Markets have had a busy week as we approach the Chinese New Year of the Wood Snake. The US Dollar index started to move lower after President Donald Trump appeared to soften his stance on China. Meanwhile, the US economy remains robust, and US equities are jumping on earnings wins by the most since 2018.In Asia, the Bank of Japan raised interest rates by 25 basis points to 0.5% on the back on domestic wage pressures and core inflation which remains firmly above the 2% target. Over in Singapore, the Monetary Authority of Singapore eased monetary policy for the first time since 2021.This episode is presented by Magdalene Teo, Head of Fixed Income Asia at Julius Baer.

In this episode of CFI's FinPod podcast, we sit down with Dang Duong, a young finance enthusiast from Singapore. Join us as we talk about Dang's journey into finance, his education at Polytechnic, and his self-driven learning through CFI courses. Dang shares insights from his internship at Julius Baer and outlines his aspirations in investment banking and quantitative finance. The conversation highlights the importance of practical skills and early career planning in the finance industry and is overall an inspiring conversation with a very ambitious person

In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight Dakota Research's launch and recent job changes, including Viktoras Vatinas joining Julius Baer as Head of Private Investments and Andre Koo Jr. founding K8 Capital, a hybrid venture capital and private credit firm in New York. In RIA/FA M&A updates, Corient Private Wealth acquired Geller & Company, adding $10.4B in assets, while RBC Wealth Management and Ashton Thomas Private Wealth expanded their teams with significant acquisitions. Institutional coverage featured the Miami Beach Fire & Police Pension Fund's real estate manager search, Sewerage and Water Board of New Orleans' recent equity and fixed income manager hires, and CCCERA's RFP for investment consulting services. Investment updates included TCDRS committing $100M to Pathlight Capital Evergreen Fund and LACERS allocating over $200M across private equity, private credit, and real estate funds. Fundraising news highlighted Colbeck Capital closing its flagship fund at $700M, Sagard launching an evergreen private equity fund for Canadian investors, and Sky Island Capital surpassing its $225M target with a $300M close for its second private equity fund. Stay tuned for more institutional and fundraising insights in upcoming episodes! 

There was a clear relief rally in both the stock and rates market, following softer-than-expected US CPI numbers last week. In the grand scheme of things however, asset pricings have swung between growth and inflation or policy shocks over the past year. In this episode, Richard Tang, Head of Research Hong Kong at Julius Baer, discusses the significant treasury moves over the past year, the implications of the latest CPI print, and what to watch out in rates and equities markets.

Cracks in market sentiment have begun to surface in the first three weeks of 2025. A slew of negative headlines and rumours include the outgoing Biden administration placing several Chinese tech giants on the “Chinese Military Companies” list, and the tariff threats from the incoming Trump administration continue to be an overhang on markets. How do we see the US-China trade relationship in 2025, and how should investors position accordingly? Our experts also discuss the key US inflationary drivers to watch out for in 2025, and the path for the Chinese Yuan and Chinese equities given the recent policy announcements from the People's Bank of China. This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

As our world continues to be riven by instability and conflict, global wealth inequality is becoming one of the most pressing matters of our time. With the divide between the haves and the have nots continuing to grow, increasing numbers of people are dedicating their time and resources to tackling this societal imbalance as generational attitudes to creating impact and having social purpose are changing. This episode of Beyond Markets features CEO of the Julius Baer Foundation Laura Hemrika discussing the state of modern philanthropy and how people can get involved and is hosted by John Franklin, Marketing Specialist at Julius Baer.

President-elect Trump has threatened steep tariffs on imports from Mexico, Canada, China, and BRICS economies. Are these bold threats a negotiating tactic, or could they reshape global trade? Our experts discuss the potential impact on China, its domestic policies, stock market, and the Yuan.This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

The growing demand for solar power is fueling concern about a looming shortage of silver. But how much of this is fact, and how much is speculation? What does the future hold for this essential metal?Join Chris Irwin, Head of FX and Precious Metals Trading Asia and Carsten Menke, Head of Next Generation Research at Julius Baer, as they dive into the data and uncover the realities of silver's supply, demand, and its role in energy transition.

Following the shift in the political landscape in the US, we now expect higher nominal growth in the US driven by both real growth and inflation.  Given less room for rate cuts by the Fed next year, we now expect yields to stay higher for longer and Fed funds rate to be above neutral for next year. There are still many moving parts and it is too early to quantify the consequences of the political shift in terms of trade policy and fiscal policy. Our message is investors now benefit from a better starting point in bond markets, compared to a few months back and also refined our risk budget in line with our core assumption of higher nominal growth in the US. In this episode of Beyond Markets, Magdalene Teo, Head of Fixed Income Asia at Julius Baer, discusses the near term outlook and strategy for fixed income into 2025.

In this episode of Beyond Markets, Carsten Menke and Norbert Rucker, Next Generation Research experts at Julius Baer, discuss the boom in AI and data centres and what this means for energy and the econom

The S&P fell 2% last week, but it is still 1.5% higher following the Donald Trump's victory at the 2024 US presidential election. Serious change looks set to be coming under a second Trump administration. The new administration will implement a libertarian vision, which includes economic freedom, and thus a push for freer markets, and a leaner and more efficient government promised by the new “Department of Government Efficiency” limits the risk of unproductive allocation of capital. On inflation and interest rates, the October consumer and producer price inflation numbers both came out hotter than expected. The most recent initial jobless claims reading was also at the lowest since May. Such developments call into question the narrative that interest rates are going to continue declining at the faster pace expected a few months ago. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

The past week has been marked by three major global events: the US presidential election, Federal Reserve meeting and the National People's Congress Standing Committee meeting in China. In this episode, Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, breaks down each of these developments and the impact on the global economy and investments.

US stocks surged after Donald Trump's 2024 presidential election victory — but what does this mean for the future of the markets?In this episode, Christian Gattiker, Head of Research and William Fong, Co-Head, Alternatives & Strategic Solutions Asia at Julius Baer, explore their outlook on equities, bonds, and other key asset classes, examining where opportunities and risks may lie ahead.

In this monthly China update, our experts discuss the recent shift in sentiment around Chinese equities, expected policy changes from the National People's Congress meeting, and the critical factors in solving China's structural challenges. They also examine the implications of a Trump or Harris presidency on China's economy and global supply chains, as well as the outlook for the Chinese Yuan and gold. This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.