Owing to elevated volatility fuelled by geopolitical risks and normalising monetary policy, Julius Baer is advising clients in Asia to increase exposure to thematic and long/short equity funds rather than rely solely on traditional long-only positions. “While volatility is likely to remain elevated, reflecting geopolitical risks and normalising monetary policies in the developed world, the fundamental outlook for equities remains positive,”…
Investment advisory outlook 2019: Julius Baer favours thematic and long/short equity funds
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