Beyond Markets Julius Baer

In only three of the past thirty years did the S&P 500 index do as well or better than what it has done year-to-date. A consolidation or correction is likely over the next month or so and indeed would be a healthy thing, for the market to carry on later in a sustainable manner. While it’s still early days, Q2 earnings look like they will beat the consensus forecast of 9.7% y/y (which is already the highest since Q4 2021). Odds infer that if the Democrat Party picked a nominee other than Vice President Kamala Harris, its chances of winning the presidential election would be over 50%. But almost all the potential candidates have already pledged their support to her, meaning they don’t want to run. Donald Trump is therefore most likely to win, which in general is perceived as a market-friendly event.
This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.

US equity markets have undeniably outperformed their European peers so far in 2024, but there are countries and segments within Europe that we believe are now set to benefit from the current economic environment, and that despite disappointing data readings in June, are nevertheless worthy of investors’ attention.
In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Leonardo Pellandini, Equity Strategist, about where his team sees opportunities in European equities, which countries now carry an Overweight rating, and the sectors and segments that currently offer diversification benefits for investors.
00:32 – Introduction to the topic and speakers01:15 – Impact of elections on UK equities02:50 – French equities after parliamentary elections03:58 – Why consider European equities when US indices are outperforming06:01 – European industrials and our preferred subsectors06:54 – The case for mid-cap stocks07:26 – Overweight calls for Germany and Switzerland and a preference for cyclical sectors09:25 - Does disappointing recent economic data taint our views?10:19 - Summary of our equity calls within Europe11:05 - Conclusion
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In this episode, we share some thoughts about the ​assassination attempt on​ Donald Trump over last weekend as well as what to expect in an earnings heavy week.

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

In this episode, we talk about what we can expect from a data heavy week and what the 9% Q2 earnings growth expected for the S&P500 means for investors.
This episode is presented by Kelly Chia (Deputy Head of Research, Asia), and was recorded on 9 July, 2024.

In this monthly China update, our experts discuss if the Chinese property market has finally reached a trough, as well how to pre-position for potential tax reforms in the country, particularly consumption tax. They also assess the impact of previous US trade tariffs on China, and explore the relationship between gold and productivity cycle.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

In this episode of Beyond Markets, Alisa Wood, Partner, KKR, shares her insights on private equity and in particular, open-ended, evergreen fund structures. We explore what evergreen structures are, how it compares with traditional, closed end 10-year fund structures, and why it is advantageous to build exposure to private equity in a portfolio.
 This episode is hosted by William Fong, Co-Head, Alternatives & Strategic Solutions Specialists Asia at Bank Julius Baer.  
0:18: Introduction1:14: What are open-ended, evergreen private equity structures?2:50: The growing popularity of evergreen private equity structures6:06: Open-ended vs close-ended structures9:35: Redemption opportunities in evergreen funds12:22: Institutional experience & investment focus18:29: Why invest in private equity?23:23: Get to know Alisa – PEWIN, The Public Theater31:01: Recommended musicals in NYC
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Kohlberg Kravis Roberts & Co. L.P.  (KKR) disclaimer:
This podcast is for informational purposes only and should be considered of a general nature. The information in this podcast is current only as of the date published. No undertaking, representation, warranty or other assurance, express or implied, is made or given by or on behalf of Kohlberg Kravis Roberts & Co. L.P. (along with certain affiliates), or any of its respective partners, executives, employees as to the accuracy or completeness of the information or opinions contained in this presentation and no responsibility or liability is accepted by any of them for any such information or opinions. Such information or opinions should not be relied upon and are subject to change without notice. Anyone listening to this podcast should consult their own advisors relating to any investment decision. Statements contained in this podcast that are not historical facts are based on KKR's current expectations, estimates, projections, opinions and beliefs. These statements involve known and unknown risks, uncertainties and other factors and should not be relied upon. There are several risks associated with investments in private equity structures. In addition, any projections or other estimates, including estimates of returns or performance, are “forward-looking statements” and are based on certain assumptions that may change.