From global shifts to family business lessons
Julius Baer
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
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An investor’s guide to preparing for the post-globalisation era
The tariffs announced by the US have sent shockwaves through the economy, with inflationary effects in the US and deflationary effects in Europe and Asia. As the world navigates this uncertain landscape, one thing is clear: the rules of the game are changing. As a result, investors must adapt to a new reality that may be shaped by rising protectionism, shifting global power dynamics, and a potential reordering of the international economic order. CIO Yves Bonzon provides his guide on how investors can prepare for this new chapter.
"Current market pricing is consistent with a slowdown in global growth, not with an imminent, self-inflicted recession."
Yves Bonzon, Group Chief Investment Officer
Fixed Income strategy: Trends, risks, and opportunities for investors
Despite a remarkable comeback in equities after the “Liberation day” tariffs, we have not seen the same recovery with fixed income. As the underlying dynamics have shifted and the capital markets remain sensitive to headline risks, we delve into the implications of these developments for fixed income investors. Our research team explores the nuances of duration, credit markets, and emerging trends that will shape portfolio positioning in the months ahead.
Sibling rivalry: How one family business was undone by its own mistakes
Not all business failures are financial. Sometimes, even when family enterprises remain profitable, they don’t survive. Maria Eugenia Mosquera, Julius Baer’s Head of Wealth Planning Key Clients & Family Office Services, witnessed first-hand how success without structure quietly unravelled one family’s legacy. She reconstructs the family’s missteps and the lessons every family business can learn.
Risk tolerance: How to find the right financial fit
Ever tried on clothes that looked amazing on the hanger but turned out to be a mismatch once you stepped into the fitting room? Maybe they were too bold, too bland, or just didn’t reflect your personal style. In this How to Invest, we explore how to find the right fit. You can jump into trendy stocks, edgy funds, or follow the hot tips of the season – but if those choices don’t suit your personality, lifestyle, or long-term goals, you’ll feel uncomfortable. And that discomfort can impact your returns.
Julius Baer in Italy: Empowering entrepreneurs
Roberto Coletta is on a mission: the Rome native joined Julius Baer at the beginning of this year to spearhead its onshore market expansion from its new Milan office. In this interview, he shares what drove him to take on this challenge and why he believes Swiss banking offers the ideal blend of expertise to deliver value to Italian entrepreneurs.
Escritor Viajero — Senior Travel Writer & Editor. Los Portones del Viñedo, The Vineyard Gates, Terroir de Peñalolén, High Maipo Andean Wine Valley at Santiago de Chile
2moMany thanks for this kind invitation. From The Terroir of Peñalolén, High Maipo Andean Wine Valley at Santiago de Chile, kind regards to all of you, LRJ