Beyond Markets

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.

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The S&P 500 index’s internal indicators signal a top may be in the making. After two years of returns in excess of 20%, the index trades at a pricey forward price/earnings ratio of 22x. Renewed inflation concerns could be a catalyst for a serious correction. We remain fully invested but contemplate reducing risk at some point in the year. While the consensus among Wall Street strategists is that the S&P will rise 12% this year, studies show their accuracy as a group is less than 50%. As a group, they’ve also never predicted a down year, while in fact one in four years has historically had a negative return.

What is Beyond Markets?

Beyond Markets by Julius Baer will no longer be publishing new episodes.
The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments.
Subscribe to Moving Markets to stay connected with our latest views and analysis.
Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239
Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647

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.