What to consider when managing your asset allocation strategy

One topic that is repeatedly asked is how we construct our strategic asset allocation, and if and when tactical decisions can help. In our How we Manage Money series, Julius Baer CIO Yves Bonzon shares his insights including his biggest takeaways to help you build your strategic asset allocation.

Read the article: https://www.juliusbaer.com/en/insight...

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CHAPTERS
0:15 What is asset allocation?
0:30 What to prepared for
1:10 The strongest portfolios Yves has seen
1:20 Strategic vs tactical asset allocation
3:00 What should investors focus on
4:06 How to deal with the different asset classes

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.