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FAQs about Julius Baer Finance Talk - current markets made easy:How many episodes does Julius Baer Finance Talk - current markets made easy have?The podcast currently has 310 episodes available.
July 11, 2017Earnings season - high yield - Emerging Market AsiaIn this interview, Norbert Rücker, Head Macro & Commodities, discusses with Damien Ng what investors can expect from the Q2 2017 earnings season, how the spread widening of high yields should be interpreted and why we see opportunities for a reflation trade in emerging market Asia....more0minPlay
July 04, 2017Outlook Q3 - slow reflationIn this video, Markus Allenspach, Head Fixed Income Research, comments on the market outlook for Q3 2017....more0minPlay
July 04, 2017Fabio Bariletti, CEO Kairos Investment Management Ltd., on European infrastructure investmentsIn this interview, Fabio Bariletti, CEO Kairos Investment Management Ltd, explains to Damien Ng what makes the European infrastructure sector currently so attractive....more0minPlay
July 04, 2017Bond yields - US bank stress test - IndiaIn this interview, Christian Gattiker, Head Research & Investment Solutions, discusses with Damien Ng how the steepening bond yield curves should be interpreted, what type of market signal is being sent out by the results of the US bank stress test, and what kind of impact does the new goods and services tax have on India....more0minPlay
June 27, 2017Global economy - A-shares - GoldIn this interview, Carsten Menke, Commodity Research Analyst, gives Beatrice Joho Jones a cyclical update on the global economy, explains what the impact of the inclusion of A-shares into MSCI indices will be for investors and when it makes sense to add gold to a diversified portfolio....more0minPlay
June 20, 2017FOMC meeting - Asian stocks - crude oilIn this interview, Heinz Rüttimann, Emerging Markets Strategist, discusses with Amanda Kayne how the latest FOMC meeting impacted the Julius Baer forecast for the Fed funds rate, why the technology sector plays an important role for Asian stocks and how crude oil is expected to trade in the short term....more0minPlay
June 13, 2017FOMC meeting - Eurozone reflation - PalladiumIn this interview, Markus Allenspach, Head Fixed Income Research, discusses with Amanda Kayne what to expect from this week's FOMC meeting in the US, whether it's already time for reflation trades in the Eurozone following good economic growth and passed elections in the UK and in France and what to make of the recent Palladium squeeze....more0minPlay
June 06, 2017ECB meeting - UK elections - Energy sectorIn this interview, Janwillem Acket, Chief Economist at Julius Baer, discusses with Damien Ng the possible guidance on the way forward presented during next week's ECB meeting, what the outcome scenarios of the upcoming UK elections could be and why Donald Trump's recent cancellation of the Paris Agreement won't have any impact on the energy sector....more0minPlay
May 30, 2017China downgrade - Clean energy - European equitiesIn this interview, Norbert Rücker, Head Macro & Commodities, discusses with Damien Ng what impact the China downgrade will have for investors, whether the US stance regarding the Paris accord will impact the clean energy sector and why European equities remain more attractive compared to their US peers....more0minPlay
May 23, 2017Trump - Brazil - Crude oilIn this interview, Patrik Lang, Head Equity Research, discusses with Amanda Kayne what impact a potential Trump impeachment might have on financial markets, whether Brazil is an attractive emerging market country given the latest news and why the crude oil supply cuts didn't substantially reduce the current oversupply....more0minPlay
FAQs about Julius Baer Finance Talk - current markets made easy:How many episodes does Julius Baer Finance Talk - current markets made easy have?The podcast currently has 310 episodes available.