The answer is one word – Scarcity. In particular, resource scarcity, which is the result of a rapidly growing global population with a huge appetite for natural resources. Two investment themes that directly relate to scarcity are clean energy and the circular economy. Learn more in this episode with our Julius Baer experts Marian Mak, Head of Fixed Income Specialists Hong Kong and Pearlyn Wong, Head of Investment Promotion & Solutions Asia.

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