Julius Baer CIO Monthly – a view from the top on key market trends

"In China, financial stability is a national security topic," says Chief Investment Officer Yves Bonzon. Therefore, he is not overly worried about a financial meltdown. However, the country has to tackle its structural problems.

At an ad hoc CIO Update Call, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management shares our views on the drivers of the recent equity turbulences and distinguishes noise from what should matter to investors.

Did the credit market foretell the current equity turmoil? Should credit investors rush for the exit? And are China's domestic issues of greater concern than the trade war? Watch our CIO Talk with Yves Bonzon to get the answers.

"Value investing has been largely out of favour during the current decade," according to Chief Investment Officer Yves Bonzon. Will it have a comeback? Watch our CIO Talk to find out more.

"Value investing has been largely out of favour during the current decade," according to Chief Investment Officer Yves Bonzon. Will it have a comeback? Watch our CIO Talk to find out more.

"Investors should understand that Turkey is only a symptom," says Chief Investment Officer Yves Bonzon. "The cause lies in the monetary tightening of the US Federal Reserve." Watch our video to find out what this means for China and the world economy.

"Investors should understand that Turkey is only a symptom," says Chief Investment Officer Yves Bonzon. "The cause lies in the monetary tightening of the US Federal Reserve." Watch our video to find out what this means for China and the world economy.

This week, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management, analysed the Turkish lira and the associated market stress during an ad hoc CIO Update Call and provides an outlook for the next months.

This week, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management, analysed the Turkish lira and the associated market stress during an ad hoc CIO Update Call and provides an outlook for the next months.

The first half of 2018 frustrated optimists (bulls) and pessimists (bears) equally. According to Chief Investment Officer Yves Bonzon, investors will need a subtle mix of discipline and adaptability to master the unknown future.