Hosted today by Lucija Caculovic (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation that John Franklin and Grace Treston had withChristian Gattiker, Head of Research, on Julius Baer’s Wealth Insights podcast. With the record high inflation levels that we have seen, John and Grace spoke to Christian about how investors can protect their purchasing power.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Lucija Caculovic (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Alan Hooks, Head of Private Clients for Julius Baer in the UK, had on Julius Baer’s True Connections podcast. Alan spoke to Chris Sheldrick, the CEO and co-founder of what3words, and he asked Chris about what inspired him to set this business up and what the future holds for what3words, a company that offers an innovative address-finding solution.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Helen Freer (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that John Franklin and Grace Treston had with Norbert Ruecker, Head of Macro and Next Generation Research, on Julius Baer’s Wealth Insights podcast. They discuss various aspects of the energy transition and the remaining obstacles to the global adoption of clean energy.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Bernadette Anderko (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation between Helen Freer and Roberto Cominotto, who is an Equity Research Analyst, on Julius Baer’s Beyond Markets podcast. Helen talked to Roberto about hydrogen – what it actually is and if hydrogen could be an environmentally-friendly source of energy and therefore help in the fight against climate change.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Mike Rauber (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Tim Gagie, Head of FX and Precious Metals Solutions in Geneva, on Julius Baer’s Beyond Markets podcast. Helen and Tim talk about the impact of rising interest rates and economic data releases on currencies and whether investors should consider hedging their portfolios.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Lucija Caculovic (Investment Writing).

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show features a conversation between Roy Athanasius Ang and Sabrina Choy, a Singapore-based FX specialist, on Julius Baer’s Beyond Markets podcast. They discuss what a strong US dollar means for investors.

Our regular show that starts with daily market news returns on Monday 9th January. 

Hosted today by Bernadette Anderko (Investment Writing). 

As part of a special two-week series featuring highlights from recent Julius Baer podcasts, today's show is a conversation that Helen Freer had with Diego Würgler, Head of Investment Advisory, on Julius Baer’s Beyond Markets podcast. Helen asks Diego for his thoughts on thematic investing. 

Our regular show that starts with daily market news returns on Monday 9th January. 

Short-dated yields in the US rose on better-than-expected economic data, implying that there is further room for the US Federal Reserve to hike rates in its quest to rein in inflation. Tim Gagie, our Head of FX & PM Solutions Geneva, rhymes a review of the year for currencies and Carsten Menke, our Head of Next Generation Research, speaks about one of the leading centralised crypto exchanges.

00:14 Introduction and markets wrap-up by Roman Canziani (Head of Investment Writing)
02:50 FX markets update by Tim Gagie (Head of FX & PM Solutions Geneva)
04:29 Digital assets – Binance by Carsten Menke (Head of Next Generation Research)

Stock markets around the world rallied on improved consumer confidence and better-than-expected earnings reports. In Asia, technology and property companies led the rise after a series of comments from regulators supporting the overall economy and property developers. Norbert Ruecker, Head of Macro & Next Generation Research, gives an update on energy markets, and Luca Menozzi from the Next Generation Research team shares his views on ChatGPT, a chatbot that has caused quite a stir.

00:14 Introduction and markets wrap-up by Lucija Caculovic (Investment Writing)

03:18 Energy update by Norbert Rücker (Head of Economics & Next Generation Research)

06:13 ChatGPT (artificial intelligence) by Luca Menozzi (Next Generation Research)

09:56 Closing remarks by Lucija Caculovic (Investment Writing)

US equities were flat on the day yesterday with oil & gas stocks rising, but consumer discretionary stocks falling on weak numbers from the housing market. Following the shift in Japan’s monetary policy yesterday, Japan’s two-year government bond yield briefly rose above zero for the first time since 2015. Dario Messi, Fixed Income analyst, takes a closer look at what the Bank of Japan decided and what it means for global bond markets. Maximiliano Ranieri, Structured Products Solutions in Geneva, speaks about a European Investment Grade Credit Index.

00:14 Introduction and markets wrap-up by Mike Rauber (Investment Writing)

03:48 Bank of Japan by Dario Messi (Fixed Income Research)

08:26 European Investment Grade Credit Index by Maximiliano Ranieri (Structured Products Solutions Geneva)

10:47 Closing remarks by Mike Rauber (Investment Writing)