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

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

A monthly discussion helping you to navigate the complex world of finance.

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Do we have to be worried about China?

Do we have to be worried about China?

"In China, financial stability is a national security topic," says Chief Investment Officer Yves Bonzon. Therefore, he i... Read more

21 Nov 2018

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Chief Investment Officer Call with Yves Bonzon, 31 October 2018

Chief Investment Officer Call with Yves Bonzon, 31 October 2018

At an ad hoc CIO Update Call, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management shares ... Read more

1 Nov 2018

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Equity turmoil, credit markets and domestic trends in China

Equity turmoil, credit markets and domestic trends in China

Did the credit market foretell the current equity turmoil? Should credit investors rush for the exit? And are China's do... Read more

18 Oct 2018

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Is it time to switch to value investing?

Is it time to switch to value investing?

"Value investing has been largely out of favour during the current decade," according to Chief Investment Officer Yves B... Read more

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The US central bank drains emerging markets

The US central bank drains emerging markets

"Investors should understand that Turkey is only a symptom," says Chief Investment Officer Yves Bonzon. "The cause lies ... Read more

28 Aug 2018

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Market stress in light of the Turkish lira

Market stress in light of the Turkish lira

This week, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management, analysed the Turkish lira... Read more

16 Aug 2018

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Frustrating times for bulls and bears

Frustrating times for bulls and bears

The first half of 2018 frustrated optimists (bulls) and pessimists (bears) equally. According to Chief Investment Office... Read more

20 Jul 2018

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What's behind the flat US yield curve?

What's behind the flat US yield curve?

"Due to the monetary tightening, the US is exporting higher short-term rates to the rest of the world", explains Yves Bo... Read more

27 Jun 2018

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Chief Investment Officer Call with Yves Bonzon, 30 May 2018

Chief Investment Officer Call with Yves Bonzon, 30 May 2018

At an ad hoc CIO Update Call, Yves Bonzon, Julius Baer's Chief Investment Officer and Head Investment Management, and Ma... Read more

1 Jun 2018

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US versus China - trade war averted?

US versus China - trade war averted?

A full-blown trade war between the US and China is a rather unlikely scenario, according to Yves Bonzon. In the video, J... Read more

24 May 2018

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