Podcast Episodes
Back to Search
Markets under pressure: gold, rates, and rising tensions
While European markets proved more resilient, US equities declined amid renewed escalation in the Middle East and fresh inflation data highlighting m…
2 months, 3 weeks ago
Fragile ceasefire meets IPO revival
Markets saw a cautious session yesterday, as investors remained on edge amid ongoing Middle East uncertainty, with both European and US equities endi…
2 months, 3 weeks ago
All about tech – from semiconductors to data centres
European equities closed off their lows as oil reversed most of its early 5% gain after easing Middle East tensions, leaving Brent near USD 94. Weak …
2 months, 3 weeks ago
Tech sell-off widens as Asian markets dive
The market reaction to Friday’s better-than-expected US jobs report started bad and got worse. The Nasdaq closed down 4.2%, marking its steepest decl…
2 months, 3 weeks ago
The View Beyond: Thoughts from our CIO on how to invest in a crisis
The role of a Chief Investment Officer is multifaceted – acting as both the guardian and the architect of a company’s investment process, and prevent…
2 months, 3 weeks ago
A reality check for AI?
Markets delivered a mixed session yesterday, driven by geopolitical tensions, a sharp semiconductor sell-off following Broadcom’s disappointing resul…
2 months, 3 weeks ago
From record highs to a reality check – Julius Baer Group CIO Yves Bonzon on markets
The S&P 500 snapped its nine-day winning streak yesterday, as renewed tensions in the Middle East dented risk sentiment, and momentum in the AI-drive…
2 months, 4 weeks ago
Who will be the next trillion-dollar tech giant?
AI fever is fuelling a fresh wave of market excitement, with soaring valuations and high-profile endorsements pointing to the next potential trillion…
2 months, 4 weeks ago
Geopolitics push oil higher while AI momentum powers US markets
Markets were mixed yesterday, with Middle East tensions driving a sharp rise in oil and weighing on sentiment. European equities edged lower, while a…
2 months, 4 weeks ago
Markets boosted by AI as they shrug off the lack of a deal
US equity indices closed the week at new record highs, topping off a winning month as tech stocks once again provided the momentum. Despite no agreem…
3 months ago