Beyond Markets Julius Baer

The significant innovation in the semiconductor industry over the years has undoubtedly enabled the huge advances in artificial intelligence. But where do we go from here? Will more efficient and better performing chips be enough to satisfy the requirements of AI models? 
In this episode, Helen Freer, Investment Writer, talks to Luca Menozzi, Next Generation Analyst, about what the transition to a new era in computing architecture might mean for the future of AI.
01:14 Has innovation in the semiconductor industry enabled the advances in AI?02:45 What is Moore’s law?03:38 What’s the scope for chips to shrink further?04:41 Why do some industry experts believe that Moore’s law is dead?05:53 Will the advances be enough to satisfy the requirements of AI models?06:39 Are bottlenecks expected that might hinder the future growth of AI?07:42 Who is buying the chips?08:24 Is the demand for semiconductors set to increase?09:24 Conclusions
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The S&P’s performance after “shock events” shows, unsurprisingly, that the ones that caused no damage to the economy had the least impact on the market, and vice versa. The oil price is steady post Iranian attacks on Israel, suggesting the latter this time.

While the Yom Kippur War and Oil Embargo of 1973 strike parallels with today, the global economy is less than half as reliant on oil as it was then. There are many other suppliers apart from the Middle East, and no one is talking about an embargo today. March CPI inflation at 3.5% year/year has caused concerns that inflation is beginning to trend higher again. But the culprits driving it (auto insurance and rents) are likely to come down.

This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

In this monthly China update, our experts analyze the recent depreciation of the Chinese Yuan, the impact of potential quantitative easing on the Chinese economy, how to look at the Chinese EV sector against the backdrop of a volatile Sino-US relationship, and also why Gold continues to surge.

This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer with Hong Hao, Partner and Chief Economist at GROW Investment Group, and was recorded on 8 April, 2024.

In this episode, we take a look at how equity markets today shape up against the peaks seen at the start of 2022. We also examine investor positioning, and if it’s a good time to buy Japanese stocks.

This episode is presented by Kelly Chia (Deputy Head of Research, Asia).

When it comes to building your investment portfolio, asset allocation is key. For Julius Baer Chief Investment Officer Yves Bonzon, finding an asset allocation breakdown that meets your individual needs and that you can withstand, even in the case of extreme shocks, makes all the difference. 
 
In the second episode of our How we Manage Money series, Yves Bonzon explains the do’s and don’ts of portfolio construction, the difference between strategic and tactical asset allocation, and how investors can build a truly diversified portfolio that won’t keep them up at night.

In this episode, we talk about the numbers 21 and 8599 on top of a review of what happened in March, and what we can look forward to in April.This episode is presented by Kelly Chia (Deputy Head of Research, Asia).