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Support Ahead for Risky Assets
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Chief Investment Officer, Yves Bonzon, tells Amanda Kayne that the Julius Baer strategy of treating political events as external shocks led to precautionary repositioning just before the first round of the French election, which subsequently could be reversed again. Back to fundamentals, an expanding global economy as well as cautious and accommodative central bank policies result in an economic situation being neither too hot nor too cold, which should support riskier assets. Furthermore, Yves emphasizes that statistical analysis reveals that there is no correlation between low volatility and imminent corrections on the financial markets.
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