Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...
Vestra Wealth has hired four senior wealth managers specialising in high net worth, entrepreneurial and family clients.
Dividing Europe in to 'core' and 'peripheral' markets is an old debate, and now it makes more sense to distinguish between growth and no growth markets, explains Johan Jooste, UK chief investment officer at Julius Baer.
Fund selectors are buying into asset-backed securities, labelling them one of the few remaining value trades in fixed income investing amid moves by the European Central Bank to support the sector.
Enzo Puntillo, head of fixed income at Swiss & Global Asset Management, moved out of 30-year treasuries last month in his Julius Baer Total Return Bond fund as market fears grew about the possible tapering of the Federal Reserve's QE programme.