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

In this programme, Chief Investment Officer, Dr Burkhard P. Varnholt discusses his views on Eurozone weakness and the change we are yet to experience in Emerging Markets, and why he led Bank Julius Baer to become a signatory of the United Nations Principles of Responsible Investing.

In this programme, we find out how investors are taking advantage of the accelerated growth in Emerging Markets, in particular China.

In this programme, Chief Investment Officer, Dr Burkhard P. Varnholt discusses his views on the constantly evolving markets and how you too can best balance risk and reward in a portfolio to achieve maximum results.

Amanda Kayne, Next Generation Strategist, talks to Julius Baer's Chief Investment Officer, Dr. Burkhard Varnholt, to find out how investors should be positioned. In an interesting discussion Burkhard explains why he believes the achievements of monetary stimulus were not those that were expected and consequently why investors should move out of cash and into real assets.

Amanda Kayne, Next Generation Strategist, talks with Dr. Burkhard Varnholt, Chief Investment Officer, about why he thinks bond yields will remain low into 2020 and how the bank is positioned in this environment.

Amanda Kayne, Next Generation Strategist, discusses the recent elections in the EU and Ukraine, US and Swiss GDP growth this year, and a natural gas deal between Russia and China, with Chief Economist, Janwillem Acket.