Podcast Episodes
Back to SearchThe Week in Markets: History is on the stock market’s side
Episode 378
The 10-year treasury yield is breaking down as it anticipates rate cuts. This is mostly due to a tightening job market, especially for entry-level candidates and young people. We look for a series of…
Published on 9 hours ago
Market Outlook Year-End 2025 – All eyes on policy responses
Episode 377
As we head towards the end of the year, financial markets are caught between fading growth and expectations regarding monetary policy. How should investors navigate financial markets in the final mon…
Published on 14 hours ago
What is agentic AI and how might it impact your investments?
Episode 376
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 crea…
Published on 3 days, 12 hours ago
The Week in Markets: Japan picture optimistic despite near-term political uncertainty
Episode 374
The Nikkei 225 recently reached an all-time high of 43,876, driven by better-than-expected first-quarter earnings, ongoing corporate reforms, and a weaker yen. On September 7, Prime Minister Shigeru …
Published on 1 week ago
China Conversations: Market surge triggers bubble concerns
Episode 373
The rapid pace of China's stock market rally in August has sparked concerns of a market bubble forming, with local regulators mulling measures to curb stock speculation. Are these concerns warranted,…
Published on 1 week, 3 days ago
The Week in Markets: AI – enhancing profitability, disrupting employment
Episode 372
This week’s episode explores how artificial intelligence (AI) is boosting corporate profitability while reshaping the labour market. Since the launch of ChatGPT in late 2022, S&P 500 revenue per work…
Published on 2 weeks ago
Navigating rate cuts, tariffs and fiscal concerns in fixed income portfolios
Episode 371
Fed Chair Jerome Powell clearly signalled at Jackson Hole that a rate cut at the Fed’s September meeting is likely. In this episode of the Beyond Markets podcast, Helen Freer talks to Julius Baer’s H…
Published on 2 weeks, 3 days ago
The Week in Markets: Two milestones in the US stock market, and one in China’s
Episode 370
Recent comments from Federal Reserve Chairman Powell suggest potential interest rate cuts, beginning in September. Meanwhile, the S&P 500 index has returned 30% since its April low, and the Dow Jones…
Published on 3 weeks ago
Private Equity in a Changing World
Episode 369
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…
Published on 3 weeks ago
The Week in Markets: Subtle parallels with the dot-com bubble
Episode 368
Last week, OpenAI CEO Sam Altman said, “Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes”. Altman compared the widespread interest over Artificial Intelligence…
Published on 4 weeks ago