Beyond Markets

How structured products can add value to a portfolio

Beyond Markets

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

Structured products can provide investors with capital protection, enhanced yield, or targeted exposure to specific market scenarios. While they may appear complex to those less familiar with them, this episode of the Beyond Markets podcast aims to demystify these instruments. Helen Freer is joined by two Julius Baer experts, Conrad Bruggisser and Raffaele Perroncello, to explain how structured products work and how they can add value to a portfolio. They also discuss the key risks to consider, why market volatility is relevant and how the products can be tailored to suit different investor profiles.

(00:12) - Introduction

(00:48) - A simple explanation of what structured products are

(02:16) - How structured products can add value to a portfolio

(04:03) - Which structured products might be appropriate in the current environment?

(06:11) - What volatility means for structured products

(07:28) - How the underlyings are selected

(09:05) - How structured products can be tailored to different investor profiles

(10:17) - How investments are monitored and managed once they are in a portfolio

(11:15) - The common misconceptions about structured products

(12:36) - Some of the main risks to be aware of

(13:40) - Factors to consider when investing in a structured product for the first time

(15:12) - Summary and closing remarks

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