Investment Insights
Un pódcast de Julius Baer International Limited
50 Episodo
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Inflation: Everyone seems to be worried about it
Publicado: 9/6/2021 -
More rotation, less direction
Publicado: 27/5/2021 -
Growth rates are reaching record levels
Publicado: 13/5/2021 -
The expansion of our digital infrastructures is an absolute necessity
Publicado: 28/4/2021 -
Unashamedly bullish on earnings
Publicado: 14/4/2021 -
A rotation in the winners and losers of the pandemic
Publicado: 31/3/2021 -
Correction? What correction?
Publicado: 17/3/2021 -
With the huge vaccine gap between the UK and Eurozone, Sterling is primed to be the outperformer
Publicado: 3/3/2021 -
Beyond the expected Q1 rift, things look less bleak for the UK
Publicado: 19/2/2021 -
Having assets in a portfolio that cater for the unknown
Publicado: 3/2/2021 -
2020's equity markets were a split between the 'haves' and the 'have nots'
Publicado: 15/12/2020 -
The second largest switch from growth to value
Publicado: 20/11/2020 -
The earnings decline isn't as bad as we feared
Publicado: 10/11/2020 -
Time to look beyond developed market government bonds?
Publicado: 14/10/2020 -
Consensus is expecting earnings to fall in excess of 20%
Publicado: 30/9/2020 -
No evidence for a change in leadership in equity markets
Publicado: 18/9/2020 -
Lower rates for longer
Publicado: 3/9/2020 -
The opportunity cost of holding gold has fallen to zero
Publicado: 19/8/2020 -
What often gets forgotten is the balance sheet
Publicado: 22/7/2020 -
Cyber breaches cost the global economy $1.5 trillion a year
Publicado: 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.
