Strategic vs tactical asset allocation: How we manage money

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  • Опубліковано 20 вер 2024
  • One topic that is repeatedly asked is how we construct our strategic asset allocation, and if and when tactical decisions can help. Julius Baer CIO Yves Bonzon shares his insights including his biggest takeaways to help you build your strategic asset allocation.
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    CHAPTERS
    About Julius Baer
    Julius Baer is the international reference in wealth management, based on a solid Swiss heritage.
    The story of Julius Baer began over 135 years ago with the vision of one man. In the 1890s the company’s founder and namesake, Julius Bär, established himself as a young and promising banker on Zurich’s famous Bahnhofstrasse.

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