Beyond Markets

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 months of 2025, and where do we see the sweet spots?

In this episode of the Beyond Markets podcast, Christian Gattiker, Julius Baer’s Head of Research, and Mark Matthews, Head of Research Asia, talk to Bernadette Anderko about the macroeconomic developments since Liberation Day, what they expect from the Fed and the ECB for the rest of the year, and the current global opportunities for investors, particularly, but not only, in the equity and fixed income space.

  • (00:32) - Introduction of topic and speakers
  • (01:12) - Macroeconomic developments since Liberation Day
  • (02:10) - Asia’s macroeconomic picture
  • (05:05) - Year-end headline research calls
  • (05:39) - Developed-market equity preferences
  • (06:09) - Breaking away from the ‘US only’ mindset
  • (06:42) - Emerging market equity sweet spots
  • (08:26) - Where to find value in fixed income
  • (09:10) - Commodities outlook
  • (11:06) - US dollar set to weaken?
  • (11:46) - Dealing with tariff news
  • (12:45) - Summary and closing remarks

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What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.