Why AI is driving the current emerging markets equity rally

Why AI is driving the current emerging market...

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Moving Markets – the new home for Beyond Markets content

Beyond Markets has now joined forces with Moving Markets to make one home for Julius Baer’s podcasts. Don’t forget to subscribe to Moving Markets to keep receiving the latest from the experts at Julius Baer and ensure you never miss an episode. 

Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead

In this final episode of the Beyond Markets Podcast, Hannah Wise sits down with Yves Bonzon, Group Chief Investment Officer at Julius Baer, to explore the secular outlook for the decade ahead. They discuss why interest rates have normalized at current levels, whether the AI inves ...  Afficher plus

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How Asia Markets Are Reacting To Nvidia’s Blowout Earnings
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Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ...  Afficher plus

Equity markets snap their losing streak
Moving Markets

Global stocks rebounded yesterday following the worst week for the S&P 500 since March 2023, as investors await US inflation data for clues on the size of the US Federal Reserve’s coming interest-rate cut. Meanwhile, weakness in Chinese equities is intensifying as a benchm ...

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Start of September brings gains for European equities and gold
Moving Markets

With US markets closed yesterday for a public holiday, attention was firmly on European markets, where equities began the new month on a positive note. Two sectors led the gains: defence and healthcare. Meanwhile, European bond markets weakened slightly, weighed down by ongoing c ...  Afficher plus

Bitcoin soars alongside record-high US stocks
Moving Markets

Stock markets in Europe and the US started the week on a high note, with all three major US indices hitting new record highs. However, the momentum did not carry over to the Asia-Pacific region, where markets fell across the board in overnight trading. Meanwhile, commodities w ...

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