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Economic and investment trends

Secular Outlook 2020 - 2029

Every year in autumn, senior experts from our asset management and research departments gather together to reassess secular economic, financial and social trends around the world. This year’s gathering was particularly interesting, as the end of 2019 will also mark the end of the current decade, 2010-2019.  In this issue of Secular Outlook, we present our first take at the catalysts and trends for the next decade.


 
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.
At Julius Baer, we adopt a forward-looking investment approach, structuring our asset allocation to capture returns resulting from secular trends. We strategically position our clients’ portfolios according to these secular trends. 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.
Investing is and always will be at the frontier between art and science. By sharing our Secular Outlook with you, we hope to help you position your portfolio for the next decade.

Further information
Please contact your relationship Manager to receive the full slide deck and the brochure presenting our CIO’s Secular Outlook.
Secular Outlook 2020 – 2029: Catalysts and Trends

Secular Outlook 2020 – 2029: Catalysts and Trends

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