Beyond Markets Julius Baer

In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names.
 
Please also listen to our previously published episode “Global Quality Mid-Caps – Expand Your Opportunity Set”, where we discuss this theme in greater detail.
Apple Podcasts: https://podcasts.apple.com/us/podcast/global-quality-mid-caps-expand-your-opportunity-set/id1552236298?i=1000655859858 Spotify: https://open.spotify.com/episode/2tgyHhQIv85zcc710dV2rP 

Taylor Swift’s ongoing ‘Eras’ tour, currently making its mark on European cities, has had such an economic impact on some of the locations that it has already toured, that the word Swiftonomics has actually made it into economic parlance. And it’s not just big-name singers getting in on the market-moving act. 2024 will see a host of mega sporting events lining up for our attention too. So just how do these events impact the local economies and the brands that sponsor or support them? Are the only winners the performers, or are others set to benefit?
In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Kelly Chia, Deputy Head of Research Asia, and Matt Leighton, Sports Business Journalist, to provide some insight into the real impact of these events and help us uncover just who, aside from the venues and the stars involved, might actually gain from them.

As India's Lok Sabha elections enter the final phases, the nation finds itself amidst strong equity market outperformance and favourable demographic tailwinds. Additionally, India is well-positioned to reap significant benefits from the AI revolution.

Join our Julius Baer experts Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, CIO Asia, and Head of Investment Management Asia, as they take a pulse check on the current political and market sentiment and examine the economic and investment landscape for India beyond the elections.

In this episode, we examine two key events that moved markets last Friday - China's special ultra-long government bond sale, as well as its surprise announcement of a housing rescue package.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.

With large to mega cap stocks frequently dominating the attention of the media and analysts, quality mid-cap stocks often remain under the radar of investors.

Quality mid-caps are distinguished by robust management, solid financials, and sustainable competitive advantages and offer a compelling blend of growth and stability.

Join Dorcas Nga, Fund Specialist, as she speaks with Baris Pinar, Head of Global Excellence Equities, Julius Baer, on his investment philosophy, and the benefits of incorporating global quality mid-caps into investors’ portfolios.

In this episode, we talk about how the earnings season in the US is going, some reasons about why Gold is on a tear and what we think about the ongoing China stock rally.

This episode is presented by Kelly Chia, Deputy Head of Research, Asia at Julius Baer.