Julius Baer’s chief investment officer: Lessons learnt from the pandemic

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SPONSORED | Yves Bonzon, group CIO at Swiss wealth manager juliusbaer tells it all.

From the year’s biggest financial stories to ESG and recommended reads, Yves Bonzon, group CIO at the Swiss wealth manager tells it allI think the pandemic’s biggest story is all about acceleration, says Yves Bonzon. Picture: SUPPLIED/JULIUS BAER

That’s correct. I would describe the 2008 crisis as an endogenous mechanism. It had drivers you could track, monitor and understand. We were able to understand the kind of policy response that needed to be implemented to stem the contagion effect in the system. The combination of the technological uncertainty plus the regulatory unknown make the future of crypto extremely hard to predictRight in the middle of the pandemic, cryptocurrencies were hitting their all-time highs. What does it mean for the financial industry?

Having clarified this, I think the impact is difficult to grasp for these two reasons: There is a technological issue and we know that cryptocurrencies can have dramatic disruptive consequences for the centralised financial system. However, all of this is a function not just of technology, but of what governments will allow and how regulations will evolve.

I think ESG, unfortunately, has in some instances been leveraged for storytelling and commercial purposes. However, it’s a topic of utmost importance.

 

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juliusbaer LindaStouffes I just want to say a very big thank you, to your company for its transparency. I had doubts at first but seeing I got paid I deemed it necessary to share with the general public and let them know that you are real and reliable LindaStouffes

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