Claim OwnershipBeyond Markets
Subscribed: 4Played: 9
Subscribe
© 2022 Julius Baer
Description
"Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today's shifting economic and market landscape.
26 Episodes
Reverse
Investor confidence has been shaken by a regulatory onslaught in China across multiple sectors such as big tech, education, food delivery and property. How should we read recent policy moves? What does this mean for investment portfolios? In this episode, Mark Matthews, Head of Research Asia Pacific and Richard Tang, Head of Research Hong Kong exchange views on recent market developments in the world’s second largest economy. Listen now to find out more.
In unserer letzten Folge zum Thema Blockchain und Kryptowährungen sprechen Martina Kauth, Investment Writer bei Julius Bär, Daniel Liebau, Gründer von Lightbulb Capital, und Alex Ruchti, Research-Analyst bei Julius Bär, über die Regulierung von digitalen Vermögenswerten, sogenannte Zentralbank-Digitalwährungen und den wichtigen Trend der dezentralen Finanzen. Hinken die Regulierungsbehörden bei der Einführung von Kryptowährungen wirklich hinterher? Müssen wir uns Sorgen um den Datenschutz machen, wenn die Zentralbanken ihr eigenes digitales Geld herausgeben? Und werden Smart Contracts bald den gesamten Finanzsektor auf den Kopf stellen?
In dieser zweiten Folge unserer Podcast-Miniserie zu Kryptowährungen diskutieren Martina Kauth, Investment Writer bei Julius Baer, Daniel Liebau, Gründer von Lightbulb Capital, und Alex Ruchti, Research-Analyst bei Julius Bär, über die Grundlagen der Blockchain-Technologie. Sie erklären das Blockchain-Trilemma, ein nützliches Instrument zur Analyse von Blockchain-basierten Plattformen, analysieren das Ökosystem der Kryptowährungen und unterhalten sich zudem über stabile Münzen, die Vorteile von Bitcoin bei der Portfoliodiversifizierung und dezentrale Smart-Contract-Plattformen – die Betriebssysteme für den Handel der Zukunft.
Die Kursschwankungen von Bitcoin und anderen Kryptowährungen sind eine Achterbahnfahrt. Wie viel verstehen wir davon?In diesem Podcast diskutieren Martina Kauth, Investment Writer bei Julius Bär, und Daniel Liebau, Gründer von Lightbulb Capital, über die komplexen und kontroversen Themen Blockchain und Kryptowährungen und zeigen auf, was dahinter steckt: Was ist das Revolutionäre an Smart Contracts? Was sind digitale Token? Wie kann man sich beteiligen? Hier erfahren sie es.
Die Kursschwankungen von Bitcoin und anderen Kryptowährungen sind eine Achterbahnfahrt. Wie viel verstehen wir davon?In diesem Podcast diskutieren Martina Kauth, Investment Writer bei Julius Bär, und Daniel Liebau, Gründer von Lightbulb Capital, über die komplexen und kontroversen Themen Blockchain und Kryptowährungen und zeigen auf, was dahinter steckt: Wie kam es zum Krypto-Hype? Wie funktioniert Blockchain eigentlich genau? Was ist das Innovative an Bitcoin? Hier erfahren sie es.
In this special Pride Edition episode, Pearlyn Wong, Head of Investment Promotion & Solutions Asia, Dame Inga Beale, former CEO of Lloyd’s of London and women and LGBTQ+ champion, and Dr. Damien Ng, Research Analyst at Julius Baer have an open and thoughtful discussion about Diversity and Inclusion. Why does D&I matter more than ever today? Do D&I investments lead to higher financial and shareholder returns? Is it measurable? Why is leadership so critical to success? Listen now to find out.
In this final episode Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer touch upon digital asset regulation, so called central bank digital currencies (CBDC) and the important trend of decentralised finance or DeFi. Are regulators really behind-the-curve in the adoption of cryptocurrencies? Should we worry about privacy when central banks issue their own digital money? And is finance about to be disrupted by smart contracts? Find out more in this last episode of our podcast series on blockchain and cryptocurrencies.
In this second episode of our cryptocurrency podcast mini-series Rajesh Manwani, Head of Markets and Wealth Management Solutions APAC, Daniel Liebau, Founder of Lightbulb Capital, and Alex Ruchti, Research Analyst at Julius Baer discuss blockchain technology basics and elaborate on the blockchain trilemma – a useful tool to analyse blockchain-based platforms. They also dive deeper into the cryptocurrency ecosystem and converse about stable coins, bitcoin’s portfolio diversification benefits and decentralized smart contract platforms - the operating systems of future commerce.
The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-world?In this episode, our Head of Markets and Wealth Management Solutions APAC, Rajesh Manwani and Founder of Lightbulb Capital, Daniel Liebau distill the complex and controversial topics of Blockchain and Cryptocurrencies. Why are smart contracts so revolutionary? What are digital tokens? What are the different ways of participating? Listen now to find out.
The dizzying swings in prices of bitcoin and other cryptocurrencies have captured our imagination. How much do we really understand about the Crypto-world?In this episode, our Head of Markets and Wealth Management Solutions APAC, Rajesh Manwani and Founder of Lightbulb Capital, Daniel Liebau distill the complex and controversial topics of Blockchain and Cryptocurrencies. How did the Crypto-craze come about? How does Blockchain actually work? What is the innovation in Bitcoin? Listen now to find out.
We cannot deny that inflation is already present, the bigger question however is will it stay with us?In this episode our Chief Economist David Kohl and Head of Research Asia Mark Matthews talk about inflation. What can we learn from history? What can we expect going forward? And how does inflation impact the markets? Listen now to find out.
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.
Richard Tang, Head of Research Hong Kong and Pat Chau, Head of Investment Advisory (HK) – Greater China address the key risks that investors should be aware of in 2021 and shared insights on how 2021 promises to be a year of opportunities for investors' portfolios.
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.
Comments
Download from Google Play
Download from App Store
United States