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Julius Baer Finance Talk - current markets made easy

Updated 19 days ago

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A weekly discussion helping you to navigate the complex world of finance.

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A weekly discussion helping you to navigate the complex world of finance.

Cover image of Julius Baer Finance Talk - current markets made easy

Julius Baer Finance Talk - current markets made easy

Latest release on Nov 20, 2018

The Best Episodes Ranked Using User Listens

Updated by OwlTail 19 days ago

Rank #1: Italy's budget deficit and the development of the euro

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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.

Oct 02 2018

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Rank #2: Are the Swiss franc and gold still safe havens?

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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.

Apr 24 2018

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Rank #3: Eurozone's growth forecast - US equities - Liberalisation of China's financial sector

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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.

Nov 14 2017

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Rank #4: Increased volatility - New Fed Chair - Spike in bond yields

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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.

Feb 06 2018

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Rank #5: Key calls for 2018 - USD - Emerging Asia

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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.

Jan 09 2018

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Rank #6: What will central banks do this week?

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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.

Jun 12 2018

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Rank #7: Why China is in the limelight of the US trade quarrels

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In this interview, Carsten Menke, Commodity analyst, explains why the US is so much focusing on China with regards to the ongoing trade quarrels.

Apr 10 2018

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Rank #8: Brexit - US tax reform - bitcoin

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Janwillem Acket, Chief Economist, discusses the latest views on Brexit, the US tax reform and bitcoin with Financial Editor Beatrice Joho Jones.

Dec 14 2017

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Rank #9: Germany's coalition talks collapse - Bottom-fishing opportunities in gold

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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 as
the reasons for having an Overweight stance on China's equity market.

Nov 21 2017

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Rank #10: Spill-over risks of potential Iranian oil embargo

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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.

Jul 10 2018

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Rank #11: Is China's slowdown the result of the brewing trade war?

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Markus Allenspach, Head Fixed Income Research, discusses with Damien Ng about the effects of the intensifying trade war on China's economic growth, and
the implications of the inclusion of Chinese A-shares to MSCI indices for global investors.

Jul 17 2018

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Rank #12: US government shutdown - gold headwinds - Switzerland downgrade

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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.

Jan 23 2018

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Rank #13: Booming economy - OPEC meeting - Brexit

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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.

Nov 28 2017

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Rank #14: Trade war fears - Brexit - LIBOR

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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.

Mar 27 2018

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Rank #15: Central banks' monetary policy and developments in emerging markets

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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.

Sep 11 2018

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Rank #16: How to deal with the recent hefty price swings in European government bonds?

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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.

Jun 05 2018

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Rank #17: Weak Swiss franc - Facebook's data breaches

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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?

Apr 03 2018

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Rank #18: Market Outlook Q3 2018

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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.

Jun 18 2018

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Rank #19: Trade war - US earnings season - gold rally

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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.

Feb 20 2018

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Rank #20: Emerging market developments and the Jackson Hole symposium

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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.

Aug 21 2018

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