Beyond Markets Julius Baer

How are loans made by direct lenders different from bank loans? What should potential investors in this asset class need to be aware of, and for whom is it suited.
Listen to the latest Beyond Markets podcast, with Fiona Kenyon, Head of Private Markets Advisors at Julius Baer, and Craig Packer, Co-President and Head of Credit at Blue Owl Capital, to learn more about the world of private credit and direct lending.
01:51 Introduction to topic and speakers02:50 What exactly is private credit and is it the same thing as direct lending?04:14 Are companies that borrow from direct lenders typically of poorer quality than those that get bank loans?06:17 What’s the history of direct lending? Is this a new asset class or has it been around for a long time?07:56 Are the characteristics of direct loans very different from bank loans? 10:04 Why has direct lending grown so much in the past few years?14:04 Is this ‘the golden age of credit’? What are some of the risks of direct lending as an asset class? 16:01 Given the complexity, how can direct lending fit into a wealth investor’s overall portfolio?
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In this episode, we review what happened last week, Nvidia’s new achievement unlocked as most valuable company in the world and the US presidential elections. We also dive into Nvidia CEO Jensen Huang’s mindset on how he arrived at where he is today.
This episode is presented by Kelly Chia (Deputy Head of Research, Asia).

In today’s episode of Beyond Markets we discuss real estate and how we can make buildings better with Carsten Menke, Head of Next Generation Research at Julius Baer.

With an improving economic outlook and a broadening recovery, what should investors expect in the second half of 2024? 
In this episode of the Beyond Markets podcast, Christian Gattiker, Head of Research, and Kelly Chia, Deputy Head of Research Asia, talk to Helen Freer about the current market environment and where they currently see opportunities for investors.
01:02 What are the implications for investors of the improving economic outlook?02:05 What will central bank rate cuts mean for equities?03:34 Our focus within equities05:24 Why are mid-caps set to do well?06:16 What impact will geopolitics and US elections have on equity markets?07:01 What is our preference in terms of regions?07:49 Why do we like industrials?09:07 Why is Japan currently attractive?10:22 What opportunities do we see in emerging markets?11:21 What Next Generation themes are worth highlighting now?11:58 Where do we see opportunities within fixed income?13:34 What about emerging market debt?14:09 Summary and conclusions on fixed income opportunities15:10 Current thoughts on gold16:27 Summary of outlook for H2 2024
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In this episode of The Week in Markets, we review the recent central bank meetings and new ideas in the US outside of Magnificent 7. In Asia, we discuss why we still like Japan and comment on the implications of recent EU tariffs on China. We also make a few simple points on private equity investments.

This episode is presented by Richard Tang, Head of Research Hong Kong for Bank Julius Baer.

After many years of abnormalcy in the fixed income market, we are finally starting to see some normalcy returning to it. However, that doesn't mean there are no problems with government bonds. The US debt load has risen to 35 trillion post the pandemic, consequences of the US election are uncertain, and military spending will go up if tensions continue to rise around the world.  On the other hand, the world economy is doing well, companies are becoming better run, and inflation expectations are generally falling. Against this backdrop, investors could look to  investment grade corporate bonds in the fixed income space.

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