After a flash recession followed by a strong rebound investors may wonder what is next. How should investors be positioned? Will inflation decrease? What are the structural trends that go beyond the ups and downs of the economy?
Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, Mark Matthews, believe that a mid-cycle slowdown is next but it should offer plenty of opportunities. Hear from Julius Baer’s leading experts as they discuss what the last quarter of 2021 has in store and explore the investment opportunities that lie ahead.
Listen to the podcast
Click on the player below to hear Bhaskar and Mark’s conversation:
Beyond Markets by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.