Rishabh Saksena, head, investment specialists Asia, Bank Julius Baer shares his views with Asian Private Banker in ‘The Final Word’, a year in review by the region’s private banking leaders as they share their thoughts and opinions on key issues around industry trends, business performance, investments, regulations, and technology.
Investments | What are the key investment themes that your private banking will focus on in 2020?
With the global economy expected to pass a cyclical low in 2020, we will be looking at cyclical sectors and value stocks early on in 2020. The US elections will likely create opportunities for dynamic cross-asset class solutions that take advantage of potentially higher volatility. Yield alternatives, in a relatively low interest rate environment, will be in demand and we need to be selective in this area due to the run up in yield assets this year. We will continue our focus on thematic investments that help our clients take exposure to mega-trends of the future such as cybersecurity, digital disruption, etc. Sustainable and impact investment solutions for our clients will continue to be an area of focus.
Meet 2019’s industry leaders in the full round up of of Asian Private Banker‘s The Final Word 2019.