Julius Baer CIO strategy for uncertain markets, global markets; Gold reserves near 30% of central banks
Julius Baer CIO strategy for uncertain markets, global markets; Gold reserves near 30% of central banks Geopolitics, gold, and global equities: Our CIO’s strategy for uncertain markets | Julius Baer An equity investor who has not reviewed the value of their investments since the outbreak of the war would, based on market performance alone, find it difficult to infer what has transpired in the Middle East in the interim. That is unless their portfolio includes direct or indirect exposure to oil & gas. Both the S&P 500 Index and the Nasdaq Composite Index have fully recouped their losses since the start of the Iran war, reaching new record highs. Global equities have followed suit, building on their strong performance at the beginning of the year. ...