Think Tank
Think Tank
Julius Baer
What will the cities of the future look like? What kind of vehicles will fill the streets? In a digitalised world, what jobs will emerge? And which technologies will help save our planet? Our Think Tank podcast opens a window to the future and shows how we can participate in the fundamental trends that are shaping it.
Genomics – A molecular revolution
Even a year ago, who would have thought that Genomics and the manipulation of genetic material could deliver such meaningful impact? Then came the Covid pandemic and the astonishingly fast and effective development of mRNA vaccines. What would have taken decades has instead delivered results in less than 10 months. Technology is being used for gene editing, testing, and many other applications. Scientists now believe that Genomics, the study of genes, has the potential to revolutionize healthcare.
Mar 2, 2021
16 min
Crime goes online – let's talk about cybersecurity
What would happen if our Internet connections were sabotaged? What if our activity trackers' information suddenly were stolen? Data breaches area a juicy business for cyber-criminals. You might not realize it yet, but they are just as dangerous as threats to our physical and personal security.
Feb 2, 2021
23 min
Energy Transition
The demand from businesses for clean energy is increasing as competitive costs provide an edge over fossil fuels. In addition, prospects for electric cars remains solid as new models and stimuli continue to provide tailwinds. In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Norbert Ruecker, Head of Economics & Next Generation Research, and Roberto Cominotto, Equity Analyst, explain the outlook for energy transition, looking at clean energy and its sustainability in the long term.
Nov 3, 2020
23 min
US Elections: A driving force in the Americas
The US presidential elections could be a closer call than Democratic candidate Biden's lead in polls suggests. Which party will hold the legislative power is also a big question. How will local asset in the Americas react? And what is the smart way for investors to position their portfolios ahead of 3 November?
Sep 28, 2020
28 min
Peaking globalisation
Various measures of economic openness have either flattened or decreased in the last decade and the question remains whether globalisation has peaked. In this context, there are traits in companies, recognised by our experts, that could profit from such a scenario.
Sep 2, 2020
18 min
Asia REITs
Asia Real Estate Investment Trusts (REITs) offer exposure to the region’s structural economic growth by generating attractive returns over time through asset appreciation and regular distribution. In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Mark Matthews, Head of Research Asia, and Jen-Ai Chua, Equity Research Asia at Julius Baer, discuss how REITs can be appropriate for investors with all investment horizons.
Jul 8, 2020
15 min
Sustainable Investing
Combining purpose and performance is something that can be achieved seamlessly in nearly every investment decision. Over time, investors can increase their returns by investing in companies that responsibly manage their impact on the communities and natural environments in which they operate. In this episode hosted by Esteban Polidura, Head Americas Advisory & Products, Yvonne Suter, Head of Corporate Sustainability and Responsible Investment, and Silvia Wegmann, Head of Sustainable Investment Solutions, discuss about the relevance and future stance of a holistic approach when assessing potential investments.
Jun 18, 2020
25 min