David Kohl, Head of Currency Research and Deputy Chief Economist at Julius Baer, talks to Helen Freer, Investment Writer, about the monetary policy of central banks in both developed and emerging markets, as well as the developments in emerging markets on the equity and fixed income side.

Philipp Lienhardt, Head of Equity Single Titles at Julius Baer, talks to Helen Freer, Investment Writer, about the escalating trade disputes between the US and China and whether or not a full scale trade war is developing.

Norbert Rücker, Head of Macro & Commodities Research, discusses with Damien Ng the key takeaways from the Jackson Hole Symposium, the latest news about the trade agreement between the United States and Mexico, and its impact on NAFTA, as well as the ability of Dr Copper provide indications about economic momentum.

Patrik Lang, Head of Equities and Global Equity Strategy at Julius Baer, talks to Helen Freer, Investment Writer, about the latest developments in emerging markets, including the impact of the turmoil in Turkey; he also comments on the Jackson Hole symposium.

The Turkish Lira depreciated quite substantially over the course of the last few days. Markus Allensbach, Head Fixed Income Research, explains why this is not reflecting a worsened Turkish macroeconomic environment. Furthermore, there is no contagion risk for other emerging markets.

The decision of the Bank of England to hike its interest rate by 25 bps to 0.75% was pre-emptive, rather than reflecting the improved economic backdrop. Furthermore, the global Telecom sector has been upgraded to neutral despite the fact that we continue to be negative on so-called bond proxies, i.e. slow and stable earners in the corporate space.

After the meeting last week between European Commission President Juncker and President Trump, Patrik Lang, Head of Equities and Global Equity Strategy at Julius Baer, talks to Helen Freer, Investment Writer, about the latest trade discussions and the US earnings season so far, in particular the results from the auto sector.

In this interview, Janwillem Acket explains why Julius Baer is slightly less optimistic with regards to the Q2 US GDP growth compared to the general market consensus, what this means for the Fed policy and how high US interest rates are expected to go in 2018 and 2019.

Markus Allenspach, Head Fixed Income Research, discusses with Damien Ng about the effects of the intensifying trade war on China's economic growth, and

the implications of the inclusion of Chinese A-shares to MSCI indices for global investors.

In this interview, David Kohl explains whether the potential Iranian oil embargo increases the risk of a global trade war and why a softer Brexit doesn't change our neutral view on the British Pound.