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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In rising 1.2% on Friday last week, the S&P 500 index went to a new high. In the 14 previous times since 1950 when the index went to a new high after a year or more months without one, it was up a year later in all but one, and the average return in all 14 times was 15%. With equal-weighted indices still below their highs, this is still a technology-driven bull market. Past presidential election cycles show the market tends to do well both 6 months before and after elections, regardless of the ideology of the winner.
This episode is presented by Mark Matthews, Head of Research Asia Pacific.

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.