Excerpt from Beyond Markets Podcast, originally published on 25.09.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

When one thinks of safe-haven currencies, the Swiss franc, Japanese yen, and US dollar typically come to mind. But with capital flows diversifying away from the US dollar, interest in alternative safe havens is increasing. The Singapore dollar, one of Asia’s most stable and best-performing currencies, stands out as one such potential candidate. In this episode, we explore the unique characteristics of the Singapore dollar, its central role in Singapore’s monetary policy, and how investors can position themselves to benefit from the Singapore dollar’s strength.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Excerpt from Beyond Markets Podcast, originally published on 08.04.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

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.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

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Excerpt from Beyond Markets Podcast, originally published on 13.08.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from his distinguished military career and how they translate to the corporate world. Their conversation explores recent conflicts, including the India–Pakistan skirmish, the US withdrawal from Afghanistan, and the Russia–Ukraine war, highlighting the critical role of deterrence. They also examine the future of US energy policy amid shifting dynamics in the Middle East and global oil markets, consider China’s growing influence in the Western Hemisphere and its implications, and explore regions with strong potential for development.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Excerpt from Beyond Markets Podcast, originally published on 24.08.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

Investing in private markets has the potential to create long-term value in portfolios. But how can qualified and professional investors navigate the current marketplace? What does the private equity market look like today? Which factors are driving potential opportunities? And where might the risks lie? 

In this episode of the Beyond Markets podcast, Fiona Kenyon, Head of Private Markets Specialists at Julius Baer talks to Jack Weingart, Chief Financial Officer at the global alternatives firm TPG, to discuss these questions as they evaluate the current landscape and reflect on the potential risks and rewards.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Excerpt from Beyond Markets Podcast, originally published on 12.09.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

In this episode of Beyond Markets, we take a closer look at agentic AI, which is no longer just a concept. AI agents are actively reshaping how tasks get done, decisions are made, and content is created. These autonomous systems mark a shift from passive AI models to active agents that can reason, act, and self-improve. We are joined by Manuel Villegas from Julius Baer’s Next Generation Research team to answer these questions and much more.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Excerpt from Beyond Markets Podcast, originally published on 01.10.2025.

This episode is part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts. Our regular show that starts with daily market news returns on Monday 5th January.

Structured products can provide investors with capital protection, enhanced yield, or targeted exposure to specific market scenarios. While they may appear complex to those less familiar with them, this episode of the Beyond Markets podcast aims to demystify these instruments. Helen Freer is joined by two Julius Baer experts, Conrad Bruggisser and Raffaele Perroncello, to explain how structured products work and how they can add value to a portfolio. They also discuss the key risks to consider, why market volatility is relevant and how the products can be tailored to suit different investor profiles.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In trading yesterday, lower inflation led the way, technology earnings brightened the day. A UK cut, the ECB’s soft tone, sent markets climbing, risk well-known. Across the seas, Japan stood tall, rates are the highest since the mid-2006 call. And to close the year with rhythmic cheer, Tim Gagie, Head of FX Advisory Geneva, penned a verse sincere.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Would 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 showed little festive spirit yesterday with almost all equity markets globally declining as investors continued to rotate out of key artificial intelligence names. The sell-off was triggered by concerns around financing issues of a data centre project in the US. In contrast, energy and financial sectors outperformed, supported by rising oil prices and dovish remarks from a Federal Reserve member ahead of today’s key events: interest rate decisions by the ECB and BoE, as well as the release of US inflation data. On today’s show, Norbert Rücker, Head of Economics & Next Generation Research, provides deeper insights into the oil market, while Nicolas Jordan, CIO Strategy & Investment Analysis, discusses asset allocation strategies for the coming year.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

Markets digested a mix of headlines yesterday. In the US, the latest jobs report pointed to a resilient but cooling labour market. US equities were mostly subdued, though Tesla stole the spotlight with a record-breaking rally on robotaxi optimism. Oil prices swung sharply, first falling on hopes of a Russia-Ukraine peace deal before rebounding on renewed geopolitical tensions, while gold edged higher as uncertainty lingered. In Europe, defence stocks slipped as peace talks gained traction, and the EU made waves by reversing its planned ban on combustion-engine cars. Asian markets were broadly higher, buoyed by strong export data from Japan. We’re joined by Dario Messi, Head of Fixed Income Research, for an update on bond markets and central banks, and Mathieu Racheter, Head of Equity Strategy Research, who shares insights on their recent upgrade of Swiss equities and their views on the financials sector.

• (00:00) - Introduction: Helen Freer, Product & Investment Content

European equities rallied after industrial production data came in stronger than expected, while Wall Street traded cautiously ahead of a packed schedule of key labour‑market and inflation releases between today and Thursday. The US dollar, oil, gold, and bitcoin all slipped as investors absorbed a noisy flow of macro headlines. On today’s show, Dr. Damien Ng from Next Generation Research joins us to discuss the latest developments in biotech - and why he believes the outlook for the sector is finally brightening after years of underperformance.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content