Yves Bonzon

In this engaging discussion, Yves Bonzon, Group Chief Investment Officer at Julius Baer, dives into the forces shaping the next decade. He analyzes the normalization of interest rates and the implications for governments facing rising debts. Yves addresses the potential of the AI supercycle and its sustainability compared to the dot-com boom. He also warns of geopolitical risks, particularly stranded assets in the wake of the Ukraine conflict, while providing insights on constructing resilient portfolios amidst these challenges.