Baptiste Venrie Monthuis
@baptistevm.bsky.social
Business Manager at Julius Baer
History, Economics, Capital Markets, Wealth & Asset Management, Investment Banking
History, Economics, Capital Markets, Wealth & Asset Management, Investment Banking
Private credit is no longer niche. It’s moving mainstream—but the investor base is shifting.
What do you think: opportunity or risk for those jumping in now? 🔍
#PrivateMarkets #FinancialInstitutions #WealthManagement
What do you think: opportunity or risk for those jumping in now? 🔍
#PrivateMarkets #FinancialInstitutions #WealthManagement
August 31, 2025 at 2:26 PM
Private credit is no longer niche. It’s moving mainstream—but the investor base is shifting.
What do you think: opportunity or risk for those jumping in now? 🔍
#PrivateMarkets #FinancialInstitutions #WealthManagement
What do you think: opportunity or risk for those jumping in now? 🔍
#PrivateMarkets #FinancialInstitutions #WealthManagement
Why the surge? ✅ Higher returns than public markets ✅ Evergreen fund structures ✅ Easier access via wealth managers
But here’s the question: if individuals are now the main driver, can returns hold as competition for deals heats up?
#AlternativeInvestments #AssetManagement #FundManagement
But here’s the question: if individuals are now the main driver, can returns hold as competition for deals heats up?
#AlternativeInvestments #AssetManagement #FundManagement
August 31, 2025 at 2:26 PM
Why the surge? ✅ Higher returns than public markets ✅ Evergreen fund structures ✅ Easier access via wealth managers
But here’s the question: if individuals are now the main driver, can returns hold as competition for deals heats up?
#AlternativeInvestments #AssetManagement #FundManagement
But here’s the question: if individuals are now the main driver, can returns hold as competition for deals heats up?
#AlternativeInvestments #AssetManagement #FundManagement
The authors suggest policy tools to manage the shift: green taxes, subsidies, and workforce retraining.
Full study: www.bruegel.org/working-pape...
Full study: www.bruegel.org/working-pape...
Measuring GDP at risk in the low-carbon transition
Our model provides a bird’s eye view of a country’s exposure to transition
www.bruegel.org
August 26, 2025 at 7:52 AM
The authors suggest policy tools to manage the shift: green taxes, subsidies, and workforce retraining.
Full study: www.bruegel.org/working-pape...
Full study: www.bruegel.org/working-pape...
📊 Low GDP exposure: Sweden 🇸🇪, France 🇫🇷
📊 High GDP exposure: Poland 🇵🇱, Bulgaria 🇧🇬
Key drivers include carbon intensity, energy mix, and policy readiness.
📊 High GDP exposure: Poland 🇵🇱, Bulgaria 🇧🇬
Key drivers include carbon intensity, energy mix, and policy readiness.
August 26, 2025 at 7:52 AM
📊 Low GDP exposure: Sweden 🇸🇪, France 🇫🇷
📊 High GDP exposure: Poland 🇵🇱, Bulgaria 🇧🇬
Key drivers include carbon intensity, energy mix, and policy readiness.
📊 High GDP exposure: Poland 🇵🇱, Bulgaria 🇧🇬
Key drivers include carbon intensity, energy mix, and policy readiness.
This makes miners a leveraged play on gold — but with added risk.
If gold holds steady or rises, miners may keep outperforming. If not, volatility cuts both ways.
Full FT analysis:
www.ft.com/content/9185...
If gold holds steady or rises, miners may keep outperforming. If not, volatility cuts both ways.
Full FT analysis:
www.ft.com/content/9185...
Gold diggers follow the money
The danger with gold rushes is turning up too late, and previous bouts of outperformance have typically been reversed
www.ft.com
August 26, 2025 at 5:35 AM
This makes miners a leveraged play on gold — but with added risk.
If gold holds steady or rises, miners may keep outperforming. If not, volatility cuts both ways.
Full FT analysis:
www.ft.com/content/9185...
If gold holds steady or rises, miners may keep outperforming. If not, volatility cuts both ways.
Full FT analysis:
www.ft.com/content/9185...
Why miners are rallying:
⚡️ Operational leverage → margins rise as costs stabilise
💰 Dividends + buybacks → disciplined capital returns
🛡 Stronger balance sheets → years of repair paying off
⚡️ Operational leverage → margins rise as costs stabilise
💰 Dividends + buybacks → disciplined capital returns
🛡 Stronger balance sheets → years of repair paying off
August 26, 2025 at 5:35 AM
Why miners are rallying:
⚡️ Operational leverage → margins rise as costs stabilise
💰 Dividends + buybacks → disciplined capital returns
🛡 Stronger balance sheets → years of repair paying off
⚡️ Operational leverage → margins rise as costs stabilise
💰 Dividends + buybacks → disciplined capital returns
🛡 Stronger balance sheets → years of repair paying off