Investment Insights
En podkast av Julius Baer International Limited
50 Episoder
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Inflation: Everyone seems to be worried about it
Publisert: 9.6.2021 -
More rotation, less direction
Publisert: 27.5.2021 -
Growth rates are reaching record levels
Publisert: 13.5.2021 -
The expansion of our digital infrastructures is an absolute necessity
Publisert: 28.4.2021 -
Unashamedly bullish on earnings
Publisert: 14.4.2021 -
A rotation in the winners and losers of the pandemic
Publisert: 31.3.2021 -
Correction? What correction?
Publisert: 17.3.2021 -
With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer
Publisert: 3.3.2021 -
Beyond the expected Q1 rift, things look less bleak for the UK
Publisert: 19.2.2021 -
Having assets in a portfolio that cater for the unknown
Publisert: 3.2.2021 -
2020's equity markets were a split between the 'haves' and the 'have nots'
Publisert: 15.12.2020 -
The second largest switch from growth to value
Publisert: 20.11.2020 -
The earnings decline isn't as bad as we feared
Publisert: 10.11.2020 -
Time to look beyond developed market government bonds?
Publisert: 14.10.2020 -
Consensus is expecting earnings to fall in excess of 20%
Publisert: 30.9.2020 -
No evidence for a change in leadership in equity markets
Publisert: 18.9.2020 -
Lower rates for longer
Publisert: 3.9.2020 -
The opportunity cost of holding gold has fallen to zero
Publisert: 19.8.2020 -
What often gets forgotten is the balance sheet
Publisert: 22.7.2020 -
Cyber breaches cost the global economy $1.5 trillion a year
Publisert: 9.7.2020
The Investment Insights podcast brings you the thoughts and views of Julius Baer's UK investment team on today's markets. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.
