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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 exp... more
FAQs about Investment Insights:How many episodes does Investment Insights have?The podcast currently has 50 episodes available.
June 24, 2020Supposedly one of the most hated upturns in historyIn this episode, Tom Claridge and Mark Winterburn discuss the renewed volatility in equity markets, the risks of a second wave of COVID-19 and what opportunities they see as we enter the second half of the year...more13minPlay
June 10, 2020You always need to be prepared for a crisisIn this episode, Tom Claridge speaks with Julius Baer International's Head of Portfolio Management, Ed Raymond, about his thoughts on the first half of 2020 and how the UK portfolio management team has navigated the Coronavirus crisis....more11minPlay
May 28, 2020A corporate debt feeding frenzyIn this episode, Tom Claridge speaks with Adam Locke, Julius Baer International's UK Focus portfolio manager, about the trends they're seeing in the UK equity and corporate debt markets....more10minPlay
May 13, 2020The most dramatic erosion of jobs since the Great DepressionIn this episode, Tom Claridge and Mark Winterburn discuss how government policy priorities are shifting during this crisis and the recent downgrade of Eurozone equities by the Julius Baer research team....more12minPlay
April 29, 2020There is a clear bull and bear case emergingThis episode features a conversation between Tom Claridge and Mark Winterburn on the different roads to recovery for the global economy and the increased noise around the oil and gold markets recently....more11minPlay
April 22, 2020Oil demand now at levels last seen 25 years agoIn this edition of the Julius Baer Investment Insights podcast, Tom Claridge speaks with senior portfolio manager, Dawn Li Wan Po, about the corporate earnings season, corporate credit, inflation and the issues seen in the oil market....more14minPlay
April 15, 2020Sustainable investing is no longer a bull market luxuryIn this episode, Tom Claridge is joined by Alex Crowe, senior portfolio manager of Julius Baer's Sustainability Mandate, to discuss the rise in demand for sustainable investments and how they've held up during the Coronavirus crisis....more10minPlay
April 08, 2020Being strategic mattersIn our latest episode, Tom Claridge is joined again by Mark Winterburn where they discuss the mini recovery seen in markets and the signs of stabilisation of bonds following the unprecedented fiscal support shown by governments and central banks....more11minPlay
April 01, 2020An unprecedented drop in global economic activityIn this episode, Tom Claridge speaks with Mark Winterburn about how markets have reacted to the announcements of government stimulus plans as well as the new lows seen in oil markets....more10minPlay
March 23, 2020The fastest 30% decline in equity market historyIn this episode, Tom Claridge and Mark Winterburn discuss how Coronavirus has impacted markets and what central banks and governments can do to combat the economic slowdown....more13minPlay
FAQs about Investment Insights:How many episodes does Investment Insights have?The podcast currently has 50 episodes available.