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The start of a new year is the perfect time to give your portfolio a health check. Join us as we look at how you can fine-tune your portfolio for 2026.
In this webcast, our experts will discuss the key questions that matter for 2026:
- Will central banks in the US and Europe continue their rate-cutting cycle?
- How will interest rates impact equity and bond markets?
- Will the AI boom continue and if so, how can you best benefit from this trend?
- Does it still make sense to have an allocation to gold in 2026?
- How can you best manage the weakening US dollar?
Join us on Thursday, 8 January 2026, to get the latest update for your investments. As always, you can also send us your questions, either ahead of the webcast or during the live session.
Speaker
Christian Gattiker-Ericsson, CFA, CAIA, Head of Research
Christian Gattiker-Ericsson, CFA, CAIA, is Chief Strategist and Global Head of Research at Bank Julius Baer. Previously, he held positions at other Swiss banks including global equity strategist, equity analyst, and economic editor. His research has included the analysis of global industrial sectors, equity strategy, and investment decisions across asset classes. He is a leading economic commentator for Julius Baer in the media, known for his contributions on CNBC and Bloomberg as well as to newspapers such as the Financial Times, the Wall Street Journal, and Frankfurter Allgemeine Zeitung. He holds a degree in economics from the University of Berne.
Evelyn Arroyo, Head of Traditional Fund Advisors, Julius Baer
Evelyn is a senior fund advisor with over 25 years of experience in the financial services industry. At Julius Baer, she is responsible for advising clients on the traditional fixed income and equity fund range including in-house, sub-advised, and external funds. She has held various senior roles throughout her career in the US and Europe as an investment specialist and senior relationship manager.