Secular Outlook 2018 - 2022

Every decade is characterised by a different economic and investment environment. The outperformers of the previous decade are unlikely to stay at the top of the performance league tables in the next decade. Julius Baer adopts a forward-looking investment approach, structuring its asset allocation to capture returns resulting from secular trends.

At Julius Baer, we strategically position our clients’ portfolios according to secular trends. As we believe that mean reversion may not happen within a useful time frame, our Secular Outlook provides useful guidance when combining the risk-return expectations of asset classes into a meaningful portfolio.

 

 

In our annual Secular Outlook process, we identify key macroeconomic and capital market trends, as well as key risk factors for the next five years.

 

 

Secular Outlook 2018 – 2022

 
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Secular Outlook 2018 - 2022: Macro Economy

Every decade is characterised by a different economic and investment environment. The outperformers of the previous decade are unlikely to stay at the top of the performance league tables in the next decade. Julius Baer adopts a forward-looking investment approach, structuring its asset allocation to capture returns resulting from secular trends.At Julius Baer, we strategically position our clients' portfolios according to secular trends. As we believe that mean reversion may not happen within a useful time frame, our Secular Outlook provides useful guidance when combining the risk-return expectations of asset classes into a meaningful portfolio.In our annual Secular Outlook process, we identify key macroeconomic and capital market trends, as well as key risk factors for the next five years.

 

CIO Monthly Podcast

Yves Bonzon, Julius Baer’s Chief Investment Officer and Head Investment Management, shares his latest views on the financial markets. The CIO Monthly podcasts are published on a monthly basis and cover a wide variety of topics in the ever-changing markets.

 
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We are confronted with a major regime shift

In light of the normalisation of the US economy, a gradual tightening of the monetary policy is warranted. While there is policy clarity in the US, in Europe there is uncertainty. Listen to our Chief Investment Officer Yves Bonzon elaborating on the economy in his CIO Monthly.

Further information

Are you interested in learning more about the CIO House View? Your relationship manager would be delighted to provide you with additional information.