全面掌握金融市場的最新觀點,助您運籌帷幄

瑞士寶盛的投資總監暨投資管理部門主管Yves Bonzon先生與您分享他對金融市場的最新分析。

投資總監每月播客

每月獲得投資總監觀點,內容涵蓋瞬息萬變的市場資訊以及參與市場的途徑。

 
00:03:02:00

Selling intentions of yield bonds exposure

Yves Bonzon, Chief Investment Officer (CIO) and Head Investment Management at Julius Baer on intensions behind selling yield bonds exposure.

 

 

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.

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