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Julius Bär
Seven capital market assumptions in an era of inflation

Now is the time to position your portfolio for 2023 – ideally close to your strategic asset allocation. Here, our Group Chief Investment Officer Yves…

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Where should investors focus amid geopolitical noise?

The expected US inflation surprise is in, and investors wonder what will come next. The inflation trajectory and reopening of the Chinese economy…

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Making China’s Green ambition a reality

President Xi Jinping has pledged for carbon emission peak by 2030 and carbon neutrality (a.k.a. “net zero”) by 2060. China’s ambitious carbon plan…

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The year of the cool-down
Market Outlook 2023
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