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Inflation has shown signs of slowing but central banks are keeping rates higher for now. Here are Julius Baer’s latest insights into where rates are heading and how investors can best position themselves for this environment.
Key points:
• Will rates remain higher for longer? Markus Allenspach, Head of Fixed Income Research, explains Julius Baer’s latest insights.
• How should #bond #investors position themselves?
• Why it’s so hard to pinpoint where inflation will lie in the longer term.
• Mathieu Racheter, Head of Equity Strategy Research, explains the relationship between inflation and equities.
• How should #equity investors position themselves?
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About Julius Baer
Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.