Beyond Markets

In this episode our expert speakers address the question that has been on everybody’s mind: When and how will the pandemic end? What are the different strategies governments around the world have adopted when tackling the virus, and which strategy is the most promising? They discuss the risks and benefits associated with mRNA vaccines and whether they will be effective against the Covid variants, when herd immunity might be reached and when and if we will go back to pre-Covid days. What will the new normal in travel look like? And which are the areas within healthcare that are to benefit the most from the expected trends related to the Covid situation, and which subsectors should investors pay attention to? Find out now in this episode with Julius Baer’s Yaw Shin Wong, Equity Specialist Asia and guest speaker Conor McCarthy, Managing Director and Portfolio Advisor at Wellington Management.

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.