To change your current location please select from one of Julius Baer’s locations below. Alternatively if your location is not listed please select international.

E-Services

Please select
Additional e-Services

*The location identified is an approximation based on your IP address and does not necessarily correspond to your citizenship or place of domicile.

Newsletter

Sign up for Insights newsletter

Newsletter

Sign up for Insights newsletter

How to deploy cash in uncertain times

During periods of global uncertainty, holding onto cash may feel a safe bet, but doing so can affect both your portfolio performance and your purchasing power. In the latest episode of our Wealth Insights podcast, we look at the role cash plays in a portfolio, and how it can be successfully deployed.

Print
share-mobile

Share

Share

Listen to the podcast
To hear the full conversation, please use the player below or follow the links to Apple Podcasts or Spotify.

Due to the current potent mix of rising inflation, market volatility, and increased geopolitical tension, many investors are holding larger amounts of cash as a safety net, rather than tactfully deploying it into other asset classes. But doing so can weaken the successful preservation of wealth over time.

The balancing act of holding cash
Many people might imagine that cash does not lose value on a daily basis because it doesn’t have the mark to market – the method of measuring the fair value of an asset that can fluctuate over time. However, given the current inflationary environment, your purchasing power is being eroded and your real performance is negative. This situation can be eased by deploying cash gradually following a disciplined, long-term strategy that diversifies risk and encompasses lasting structural trends.

In the latest episode of Wealth Insights, Julius Baer’s Head of Investment Advisory, Diego Wuergler, discusses the role of cash in an investment portfolio, how it can be better used than just sitting in a bank account, and what might be behind people’s reticence to invest at this time.

To listen to the full episode please use the player above, or follow the links to Apple Podcasts or Spotify.

Would you like to discuss your wealth planning requirements with an expert?

> Contact us

We use cookies to make our website user-friendly for you. Please click "accept" or "customise settings" to customise which cookies will be set. Your preferences expire after six months. A default 'no consent' option applies in case no choice is made. Detailed information on the handling of cookies and data privacy, as well as your right to withdraw your consent at any time, can be found in our Data Privacy Policy.