Profitieren Sie von unserer aktuellen Einschätzung der Finanzmärkte

Yves Bonzon, Chief Investment Officer von Julius Bär und Head Investment Management, präsentiert Ihnen seine aktuelle Beurteilung der Finanzmärkte.

CIO Monthly Podcast

Erfahren Sie in diesem monatlichen Podcast von unserem CIO, wie er die Entwicklung der Märkte einschätzt und wie Sie partizipieren können.

 
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Selling intentions of yield bonds exposure

Yves Bonzon, Chief Investment Officer (CIO) and Head Investment Management at Julius Baer on intensions behind selling yield bonds exposure.

 

 

Secular Outlook 2018 – 2022

 
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Secular Outlook 2018 - 2022: Macro Economy

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. Julius Baer adopts a forward-looking investment approach, structuring its asset allocation to capture returns resulting from secular trends.At Julius Baer, we strategically position our clients' portfolios according to secular trends. As we believe that mean reversion may not happen within a useful time frame, our Secular Outlook provides useful guidance when combining the risk-return expectations of asset classes into a meaningful portfolio.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.

Weitere Informationen

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