In this week's Investment Insights Podcast, Tom Claridge is joined by Felicity Selcoe from the UK Advisory Desk to discuss the continued inflation worries, as well as the new global taxation rules agreed by the G7 and the collapse of talks on infrastructure spending between President Biden and the Republican Party.

In our latest Investment Insights podcast, Tom Claridge and Mark Winterburn discuss the key topics from Julius Baer's Mid-Year Market Outlook. The overarching theme is 'More Rotation, Less Direction' and Mark and Tom discuss what this means for investors in both the equity and fixed income spaces. Focus is also given to the sectors that are set to benefit most from the 'relief spending' set to sweep through global economies - such as retail, tourism and small-caps, particularly in the US given the large fiscal stimulus. Mark also highlights other 'Covid-19 winners' that are set to continue that success, namely sustainable and adaptive companies.

In this episode, Tom Claridge joins Mark Winterburn to discuss the continued economic recovery in the US, the growing inflation story and what conclusions we can draw from the very strong earnings season we've seen this quarter. Before closing, Mark also comments on the recent ransomware attack on the US fuel supply chain and why cybersecurity remains a popular investment theme.

In our latest episode, Mark Winterburn is joined by Julius Baer's Head of Next Generation Research, Carsten Menke. In their conversation, they discuss the trends that have emerged from the 'stay-at-home economy' and the future of the world's cities in reaction to the pandemic. They also discuss how the rise of 'smart cities' can go some way to solve many of the resourcing challenges the world is facing by creating a 'circular economy'. Carsten ends by sharing areas of opportunity from an investment standpoint that may benefit from this trend.

In this episode, podcast regular Mark Winterburn is joined by Julius Baer’s UK Head of Private Clients, Alan Hooks, to discuss our forecasts for the global economy as lockdowns begin to ease, the upcoming US earnings season, and the oil market. Julius Baer’s research team has also recently made changes to its views on the materials and consumer defensive sectors, which Mark provides some more detail on.

In this episode, Tom and Mark take a look back at the big stories from the first quarter of 2021, namely the market reaction to the Biden administration, the rise in US Treasury Bond yields, the continued equity market recovery from the lows of last year and whether the rotation from growth to value stocks will continue into Q2 and beyond. They also discuss potential increase in US Corporate Tax rates, the economic impact of the blockage of the Suez Canal and the recent family office failure.

In this episode, Tom Claridge and Mark Winterburn discuss the huge $1.9tn stimulus bill out of the US, the equity and fixed income market reactions to rising US treasury yields, our upgraded research view on India and finally their view on SPACs (Special Purpose Acquisition Companies).

In this episode, Tom Claridge is joined by Tim Gagie from Julius Baer's FX Advisory Team in Geneva where they discuss the rise of Sterling at the start of 2021, a preview of the UK's Budget announcement, the US Dollar, and Tim's top picks in the precious metals and currency markets.

In this episode of our Investment Insights Podcast, Tom Claridge is joined by Felicity Selcoe from Julius Baer's UK Advisory Desk where they discuss the fiscal spending plans of the new Biden administration, the brightening mood in the oil market, the growth potential of the UK economy and what sectors are set to benefit most from an economic recovery in the second half of 2021.

In the first episode of 2021, we welcome back Tom Claridge and Mark Winterburn who discuss the retail investor short squeeze of hedge funds, the Fed's new rates framework and why asset allocation is so important in times of volatility.