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After a flash recession followed by a strong rebound investors may wonder what is next. Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, Mark Matthews, believe that a mid-cycle slowdown is next but it should offer plenty of opportunities. How should investors be positioned? Will inflation stay? What are the structural trends that go beyond the ups and downs of the economy? Hear from Julius Baer’s leading experts as they discuss what the last quarter of 2021 has in store and explore the investment opportunities that lie ahead.
By Julius BaerAfter a flash recession followed by a strong rebound investors may wonder what is next. Our CIO Asia Bhaskar Laxminarayan and Head of Research Asia, Mark Matthews, believe that a mid-cycle slowdown is next but it should offer plenty of opportunities. How should investors be positioned? Will inflation stay? What are the structural trends that go beyond the ups and downs of the economy? Hear from Julius Baer’s leading experts as they discuss what the last quarter of 2021 has in store and explore the investment opportunities that lie ahead.