Beyond Markets: Get ready for a rotation into cyclicals

As equity markets continue to climb, anticipation is building for the pivotal moment when central banks usher in a new economic cycle. We believe that this is likely to happen in mid-2024 and that it will unlock the potential for broader investment in cyclicals. Watch the webcast and read the article to learn more about how you can position your portfolio for the new cycle.
Read the article: www.juliusbaer.com/en/insight...
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CHAPTERS
0:00 When should investors switch to cyclicals?
0:40 Economic growth the US.
1:10 Which sectors to look at.
1:59 How long could this cyclical trend last?
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.