Italy's budget deficit and the development of the euro
Philipp Lienhardt, Head of Equity Single Titles at Julius Baer, talks to Helen Freer, Investment Writer, about the budget deficit agreed with Italy's populist government as well as the euro's reaction to the Federal Reserve's rate hike last week.
2 Oct 2018
Are the Swiss franc and gold still safe havens?
Markus Allenspach, Head Fixed Income Research, discusses with Damien Ng the impact of geopolitics on interest-rate decisions, why the euro is strong against the Swiss franc, and whether it is time to buy gold.
24 Apr 2018
Eurozone's growth forecast - US equities - Liberalisation of China's financial sector
David Kohl, Head Currency Research and Chief Economist Germany, discusses with Damien Ng about the implications of the European Commission's revised growth forecast for the eurozone,why we are warming up to US equities and the effects of China's liberalisation of the financial sector.
14 Nov 2017
Increased volatility - New Fed Chair - Spike in bond yields
Janwillem Acket, Chief Economist, explains what the surprising labour market report and the new Federal Reserve composition mean for market volatility and how to react to spiking bond yields.
6 Feb 2018
Most Popular Podcasts
Key calls for 2018 - USD - Emerging Asia
Markus Allenspach, Head Fixed Income Research, discusses with Damien Ng our key calls for 2018, the impact of the US dollar on the financial market, as well as optimism over Asian emerging markets.
9 Jan 2018
What will central banks do this week?
After the G7 debacle, investors' focus is on central banks and geopolitics this week. David Kohl, our Head of Currency Research, explains the Julius Baer Research view on US and European monetary policy as well as the impact of US tariffs on China's economy, whilst delving into the risks of cryptocurrencies, which made headlines following to the hack on the South Korean crypto exchange.
12 Jun 2018
Why China is in the limelight of the US trade quarrels
In this interview, Carsten Menke, Commodity analyst, explains why the US is so much focusing on China with regards to the ongoing trade quarrels.
10 Apr 2018
Brexit - US tax reform - bitcoin
Janwillem Acket, Chief Economist, discusses the latest views on Brexit, the US tax reform and bitcoin with Financial Editor Beatrice Joho Jones.
14 Dec 2017
Germany's coalition talks collapse - Bottom-fishing opportunities in gold
Patrik Lang, Head Equities Research, discusses with Damien Ng on how the collapse of coalition talks in Germany could affect financial markets, why fading short-term rate cycle investments open up bottom-fishing opportunities in gold, as well asthe reasons for having an Overweight stance on China's equity market.
21 Nov 2017
Spill-over risks of potential Iranian oil embargo
In this interview, David Kohl explains whether the potential Iranian oil embargo increases the risk of a global trade war and why a softer Brexit doesn't change our neutral view on the British Pound.
10 Jul 2018
Is China's slowdown the result of the brewing trade war?
Markus Allenspach, Head Fixed Income Research, discusses with Damien Ng about the effects of the intensifying trade war on China's economic growth, andthe implications of the inclusion of Chinese A-shares to MSCI indices for global investors.
17 Jul 2018
US government shutdown - gold headwinds - Switzerland downgrade
In this interview, Norbert Ruecker explains what impact the US government shutdown has on financial markets, why we are seeing short-term headwinds for gold and what made us downgrade Switzerland.
23 Jan 2018
Booming economy - OPEC meeting - Brexit
Carsten Menke, Commodity Analyst, discusses whether the economy can get any better, what this week's OPEC meeting means for oil prices and what to expect from the Brexit talks with Financial Editor Beatrice Joho Jones.
28 Nov 2017
Trade war fears - Brexit - LIBOR
Philipp Lienhardt, our Head of Equity Single Titles, talks to Helen Freer, Investment Writer, about the risks of a trade war, the Brexit transition period and the rising LIBOR rate.
27 Mar 2018
Central banks' monetary policy and developments in emerging markets
David Kohl, Head of Currency Research and Deputy Chief Economist at Julius Baer, talks to Helen Freer, Investment Writer, about the monetary policy of central banks in both developed and emerging markets, as well as the developments in emerging markets on the equity and fixed income side.
11 Sep 2018
How to deal with the recent hefty price swings in European government bonds?
In this interview, Christian Gattiker, Head Research and Investment Solutions, discusses the latest market reactions related to the new government formations in Italy and Spain and whether the Euro is expected to dive further compared to the US Dollar and the Swiss Franc.
5 Jun 2018
Weak Swiss franc - Facebook's data breaches
Janwillem Acket, Chief Economist, discusses with Damien Ng why is the Swiss franc weaker, what can investors expect from the US refinancing situation in the near term, and what is the impact of Facebook's data breaches on the US and Chinese IT sectors?
3 Apr 2018
Market Outlook Q3 2018
The uncertainty in financial markets in early 2018 served as a good reminder to investors that the low-volatility environment experienced throughout 2017 may not persist. But where should investors focus their attention as we approach the middle of the year? Our Research analysts believe even though we're in late stage of the economic cycle, this is not the time to sell.
18 Jun 2018
Trade war - US earnings season - gold rally
Carsten Menke, Commodity Analyst, discusses with Damien Ng on whether we are heading towards a trade war, how the US earnings season is faring, as well as the reason behind the gold rally.
20 Feb 2018
Emerging market developments and the Jackson Hole symposium
Patrik Lang, Head of Equities and Global Equity Strategy at Julius Baer, talks to Helen Freer, Investment Writer, about the latest developments in emerging markets, including the impact of the turmoil in Turkey; he also comments on the Jackson Hole symposium.
21 Aug 2018