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Financial Expertise

Biotech is the tech corner of a portfolio

Financial Expertise

Biotech is the tech corner of a portfolio

Julius Baer CIO Monthly - a view from the top on key market trends.

Yves Bonzon, Chief Investment Officer at Julius Baer, expresses concern over the Federal Reserve's plan to potentially reduce the balance sheet. With credit growth weakening in the private sector year-on-year, Yves wonders if a move is really so urgent. He goes on to remind investors that oil is an asset class of last century and is, today, more of a trading space than an investment space. And while biotech and the general healthcare sector will always have to deal with on/off pressure when it comes to pricing, it remains an attractive part of a portfolio.

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