Show Notes
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The global economy is navigating a complex landscape of rising oil prices and increasing inflationary pressures. Following last week's conflict between Israel and Iran, oil prices have surged over 12%, and concerns are growing about the potential impact on economic growth and stability. Yet, despite these challenges, certain economies - such as India's - are demonstrating resilience and attracting investor attention due to their strong fundamentals and long-term growth prospects. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.
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In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI investment cycle can avoid the fate of the dot-com bust, what China's balance sheet recession means for global investors, and the geopolitical risk that keeps Yves awake at night: waking up with stranded assets. The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts