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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Recent bankruptcies of companies that accessed the private debt market are a reminder that manager selection is of the utmost importance. The real acid test for the private debt market will be the next recession, although there are no signs of one on the horizon. Still, the labour market is changing, and we look for a rate cut at the Fed’s next meeting on October 29, followed by another three by March. Alibaba claims to have invented a computing pooling solution that reduces the number of Nvidia GPUs needed to serve its AI models by 82%. An index of Hong Kong residential property infers prices are up 6% this month.
 
This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

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.