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Julius Baer
Investing strategies
Making China’s green ambition a reality
Clean China is one of the core components of the Common Prosperity vision.
November 10, 2022
Investing strategies
In search of a new equilibrium after the summer rally petered out in Jackson Hole
We are prepared to use continued weakness in the markets to reposition our portfolios for 2023 and beyond.
September 20, 2022
Global review
The key to truly sustainable electric vehicles
It is important to acknowledge the limited investability, not just today but likely also in the future.
September 01, 2022
Investing strategies
Southeast Asia's outperformance to continue
After a year of weakness, there's an investment case built on supportive policies, well-controlled inflation, and cheap valuations
July 20, 2022
Wealth
Europe's old money grew faster than China, Japan
Comparing prices globally, Singapore is ranked the first in the costs of cars, third for fine dining and fifth for whisky.
June 23, 2022
US Economy
The case against a recession: The S&P500 does not signal one
"Confronted with a lack of visibility, we refrain from taking a strong position one way or the other"
June 16, 2022
Investing strategies
The end of free money hurts
We see 2022 as the year of the 'Great Reset'
May 25, 2022
Investing strategies
Julius Baer: Look to Hong Kong banks and Indian tech in 2022
"I think there’s an opportunity to own some Hong Kong [equities] because it’s extremely low relative to its history."
February 24, 2022
Investing strategies
Julius Baer shifts 'major overweight' to India; sees SGX applying 'moral suasion' on big local tech names
India entered a period of “favourable” demographic growth in 2018, says Julius Baer, one set to last till 2055.
September 29, 2021
IPO
New Singapore SPAC rules a 'moral suasion' on Grab and Sea: Julius Baer
“We all know that the Singapore market has been left behind and hasn't managed to get any of the listings that it should have."
September 14, 2021