Beyond Markets

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.

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.

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.

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.

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.

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.

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.