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

Investment call with Yves Bonzon, Head of Investment Management and Co-CIO.

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 unlikely that the Federal Reserve will surprise investors by hiking interest rates in June and why European Central Bank policy has reached a dead end with negative rates doing more harm than good.

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 unlikely that the Federal Reserve will surprise investors by hiking interest rates in June and why European Central Bank policy has reached a dead end with negative rates doing more harm than good.

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.

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.

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.