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

Chief Investment Officer at Julius Baer, Burkhard Varnholt, assesses the performance of our portfolios in the first half of the year and provide an outlook for the coming months.

CIO Dr. Burkhard Varnholt, Head Research Christian Gattiker and Head Fixed Income Research Markus Allenspach talk about the breaking news and its impact on the markets.

CIO Dr. Burkhard Varnholt, Head Research Christian Gattiker and Head Fixed Income Research Markus Allenspach talk about the breaking news and its impact on the markets.

CIO Dr. Burkhard Varnholt, Head Research Christian Gattiker and Head Fixed Income Research Markus Allenspach talk about the breaking news and its impact on the markets.

In this monthly podcast, Chief Investment Officer at Julius Baer, Burkhard Varnholt, explains why he believes that global equities are set to double in five years.

In this monthly podcast, Chief Investment Officer at Julius Baer, Burkhard Varnholt, explains why he believes that global equities are set to double in five years.

In a short interview, Julius Baer's Chief Investment Officer, Dr Burkhard Varnholt, explains the risks associated with European Central Bank policy - namely a year of worldwide currency war, the breathtaking plunge in bond yields and the strong US dollar as an excuse for the Federal Reserve not to taper.

In a short interview, Julius Baer's Chief Investment Officer, Dr Burkhard Varnholt, explains the risks associated with European Central Bank policy - namely a year of worldwide currency war, the breathtaking plunge in bond yields and the strong US dollar as an excuse for the Federal Reserve not to taper.

Julius Baer's Chief Investment Officer, Dr Burkhard Varnholt, discusses the current asset allocation calls with Beatrice Joho Jones, Financial Editor. How did Julius Baer react to the surprise removal of the currency floor by the Swiss National Bank? Where can we find value in times of negative bond yield? And are oil prices bottoming now?

Julius Baer's Chief Investment Officer, Dr Burkhard Varnholt, discusses the current asset allocation calls with Beatrice Joho Jones, Financial Editor. How did Julius Baer react to the surprise removal of the currency floor by the Swiss National Bank? Where can we find value in times of negative bond yield? And are oil prices bottoming now?