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

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 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?

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

Amanda Kayne, Next Generation Strategist, talks to Julius Baer's Chief Investment Officer, Dr. Burkhard Varnholt, about his expectations for 2015: Greece will not exit the EU, a supply cut will serve to increase oil prices once again and a lower growth forecast for China is good news for investors as it demonstrates an economy that is making sustainable change

Burkhard Varnholt, Head of Investment Solutions Group and CIO, discusses this year's outlook for the financial markets with Christian Gattiker, Global Head of Research, and Mark Matthews, Head of Research Asia.

Burkhard Varnholt, Head of Investment Solutions Group und CIO, diskutiert die diesjährigen Perspektiven an den Finanzmärkten mit Christian Gattiker, Global Head of Research, und Markus Allenspach, Head of Fixed Income Research.

Dr. Burkhard Varnholt, Chief Investment Officer and Head Investment Solutions Group at Julius Baer, will discuss the investment strategy going into next year with moderator Amanda Kayne.

In this programme, Chief Investment Officer, Dr Burkhard P. Varnholt shares why he believes Central Banks to be a one trick pony and why they will continue to ease monetary policy despite what is communicated, and what it means to be a defensive investor.