Podcast Episodes
Back to SearchPrivate 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 2 months, 1 week 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 2 months, 2 weeks ago
From Battlefield to Boardroom: Leadership in a changing world
Episode 367
In this episode of Beyond Markets, Mark Matthews, Head of Research Asia at Julius Baer, speaks with General David H. Petraeus, Partner at KKR and former US Army General, about leadership lessons from…
Published on 2 months, 3 weeks ago
The Week in Markets: Amazing second quarter results
Episode 366
The S&P 500 index made new highs last week, and results from the Q2 US earnings season have been amazing. With 90% of companies having reported, the blended earnings growth (actuals for reported and…
Published on 2 months, 3 weeks ago
China Conversations: Does the Hong Kong rally have legs?
Episode 365
Despite a lacklustre Chinese economy, the Hong Kong stock market has remained very popular, with the Hang Seng Index up 24% year-to-date. Concurrently, the Chinese Mainland A-share market has signifi…
Published on 2 months, 4 weeks ago
The Week in Markets: 39% tariff on Switzerland shocks markets
Episode 364
The US imposed an unexpected 39% tariff on Switzerland, sparking market concern. Although there are some caveats to the tariff terms, this development will have a material impact on the Swiss economy…
Published on 2 months, 4 weeks ago
The Week in Markets: All-time highs for the S&P 500 Equal Weight index, a positive sign
Episode 363
So far this month, the S&P 500 index has returned more than twice its long-term average return for July. Notably, the S&P 500 Equal Weight index, which gives equal importance to small and large compa…
Published on 3 months, 1 week ago
The Week in Markets: Growth tailwinds meet trade headwinds
Episode 362
This week’s episode covers the S&P 500’s new record highs as US fiscal policy proves stimulative, despite ongoing tariff headlines and persistent inflation concerns. We examine the fresh trade deal w…
Published on 3 months, 1 week ago
The Week in Markets: Copper climbs, Europe gains ground
Episode 361
This week's episode explores how markets are moving beyond tariff fatigue, with attention shifting to the surge in copper prices and renewed interest in European assets. We also touch on the latest U…
Published on 3 months, 2 weeks ago
Tariffs and trade disputes: the economic impact
Episode 360
President Trump’s 90-day pause on the imposition of tariffs was meant to come to an end on 8 July, but this has now been extended to 1 August. So, what is the latest with regard to the tariff dispute…
Published on 3 months, 3 weeks ago