Julius Baer CIO Monthly – a view from the top on key market trends
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Julius Baer CIO Monthly – a view from the top on key market trends
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Julius Baer CIO Monthly – a view from the top on key market trends
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Episodes of Julius Baer CIO Monthly – a view from the top on key market trends
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In Yves Bonzon, Chief Investment Officer, in dialogue with Amanda Kayne, expresses concern over the Federal Reserve's plan to potentially reduce the balance sheet. With credit growth weakening in the private sector year-on-year, Yves wonders if
Yves Bonzon, Chief Investment Officer, in dialogue with Amanda Kayne, explains why he believes investors have confidence in the resilience of banking systems and shares his views on cryptocurrencies.
Chief Investment Officer, Yves Bonzon, tells Amanda Kayne that the Julius Baer strategy of treating political events as external shocks led to precautionary repositioning just before the first round of the French election, which subsequently co
Chief Investment Officer, Yves Bonzon, tells Amanda Kayne why he believes that the European Central Bank has an opportunity between the French and German elections to reverse engineer negative interest rates - a policy mistake, he believes, fro
In dialogue with Amanda Kayne, Julius Baer's Chief Investment Office, Yves Bonzon, warns investors not to become too obsessed with the outcome of the European elections since the greater source of uncertainty comes from the European Central Ban
Chief Investment Officer, Yves Bonzon, tells Amanda Kayne that while the direction of the global economy is seemingly clear, investors should be wary of politics. The Julius Baer strategy is to treat political events as external shocks which me
Yves Bonzon, Chief Investment Officer, in dialogue with Amanda Kayne, reminds investors that evidence shows that those investment portfolios without any restrictions tend to outperform those with restrictions. A new year is a good time for inv
Chief Investment Officer, Yves Bonzon, shares with Amanda Kayne why he believes that 2016 could go down in markets' history as the year that started the early stages of an upward trend in interest rates and ended the thirty-five-year-long bull
Chief Investment Officer, Yves Bonzon, in dialogue with Amanda Kayne, highlights the trend of politics as the key driver for the economy that is demanding a shift in the way we invest. Many in the western world are casting votes in the belief t
In a dialogue with Amanda Kayne, Yves Bonzon, Chief Investment Officer, highlights a radical paradigm shift in the way markets are driven for example, some of the strongest currencies (the Brazilian real) and the weakest currencies (the British
Chief Investment Officer, Yves Bonzon, tells Amanda Kayne how to position portfolios when markets continue to progress at moderate speed. Watch this video interview to find out why longer term emerging market performance is in the hands of the
In dialogue with Amanda Kayne, Chief Investment Officer, Yves Bonzon, outlines why the current policy mix is having little impact on the real economy and explains why now is a good time to buy cheap protection in preparation for two major polit
Chief Investment Officer, Yves Bonzon, shares his views on markets with Amanda Kayne. Politics is hard to predict so investors, left with much uncertainty, are in a wait and see mode. Distrust in European policy making is nonetheless evident am
Chief Investment Officer, Yves Bonzon, expresses his views and the consequences to come following the UK vote to leave the EU.
Chief Investment Officer, Yves Bonzon, expresses his views and the consequences to come following the UK vote to leave the EU.
In an interview with Amanda Kayne, Yves Bonzon, Chief Investment Officer, cites the lack of credit demand in Europe as a drag on central bank stimulus. Meanwhile, China is some years away from a credit blow up and further rate hikes in the US o
Co-CIO and Head Investment Management, Yves Bonzon, explains in an interview with Amanda Kayne why he believes that Europe is following in Japan's footsteps, why structural forces in Japan are too fierce for Shinzo Abe's recovery strategy and w
Head Investment Management and Co-Chief Investment Officer, Yves Bonzon, pinpoints oil prices as the variable complicating financial systems and explains why the lack of supply reform is limiting the impact of further monetary policy stimulus t
Investment call with Yves Bonzon, Head of Investment Management and Co-CIO.
Chief Investment Officer, Yves Bonzon, explains to Amanda Kayne how to strategically position the portfolio in light of a looming Brexit vote where the odds are moving increasingly in favour of a "leave" outcome, why based on history it is unli
Julius Baer Investment Review and -outlook 2016 by Burkhard Varnholt. His 15-minute call reviews the past year and highlights the economic- and investment-opportunities as well as -pitfalls for multi-asset class investors in 2016.
The good news is that historically, exceptionally bad years (of which 2015 was one) rarely repeat themselves.Our mantra is focus on quality, be selective and keep a healthy exposure to risk assets in 2016.
CIO Dr. Burkhard Varnholt, Head of Research Christian Gattiker und Head of Fixed Income Research Markus Allenspach besprechen die Zinserhöhung der US-Notenbank sowie Anlagethemen für 2016.
CIO Dr Burkhard Varnholt, Head of Research Christian Gattiker, Head of Research Asia Mark Shirreff Matthews and Head of Fixed Income Research Markus Allenspach discuss the Federal Reserve's rate hike and investment themes for 2016.
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