Showing 1 - 10 of 49
Private equity: turning volatility into opportunity
Business, Published on 16/09/2025
» Public markets are shrinking. The number of listed companies in the United States, for example, has declined by approximately 40% since the late 1990s. At the same time, companies are remaining private for longer, with the average time to an initial public offering (IPO) now exceeding 10 years.
The trade war that did not happen
Business, Published on 21/08/2025
» Since US President Donald Trump declared "Liberation Day" on April 2, we have come a long way, gaining some understanding of the current trade negotiation dynamics.
To go far, go EV
Business, Published on 25/07/2025
» At the time of writing, the S&P 500 Index is trading at a fresh all-time-high, up 6.3% for the year to date after being down almost 18% at one point in early April. The 10-year US Treasury yield is around 4.3%, up from levels slightly below 4% in early April.
Mid-year outlook: Investing in a multi-polar world
Business, Published on 19/06/2025
» May saw the best return for the S&P 500 index since November 2023, which is remarkable given that it coincided with a rise in long-term US Treasury yields. In fact, the yield on both 10- and 30-year Treasuries rose by almost 30 basis points in May, ending the month at 4.4% and 4.9%, respectively.
Investors urged to look beyond US offerings
Business, Nuntawun Polkuamdee, Published on 18/06/2025
» Europe, Japan and China present opportunities for wealthy investors to diversify their investments beyond the US, which continues to struggle with stagflation risks, a mix of slow growth and persistent inflation, says SCB Julius Baer.
SCB Julius Baer Urges Diversification Amid Uncertainty
Published on 17/06/2025
» SCB Julius Baer Securities Co., Ltd. (SCB Julius Baer) recently hosted an exclusive “Market Outlook H2/2025” seminar under the theme “A New World Order”, tailored for Ultra High Net Worth Individuals (UHNWIs). The seminar provided insights into the global economic landscape and portfolio strategies for the second half of 2025, amid ongoing market volatility. Investors were advised to diversify beyond the US market, which continues to face stagflation risks. The recommendation is to shift allocations toward regions with more accommodative monetary policies and greater macroeconomic stability, such as Europe, Japan, and China. Notably, Europe is entering a rate-cutting cycle alongside increased government spending. In Asia, policies aimed at stimulating domestic consumption are expected to benefit domestic demand and dividend-paying stocks. The investment strategy also emphasised portfolio resilience through allocation to gold, the Swiss franc as a stable currency, and alternative assets to enhance long-term flexibility. The event featured keynote speakers including Mr. Adrian Mazenauer, Chief Executive Officer, SCB Julius Baer; Mr. Kean Tan, Managing Director Senior Advisor Head of Investment Solutions, SCB Julius Baer; Mr. Mark Matthews, Head Research Asia, Bank Julius Baer; and Mr. Bhaskar Laxminarayan, Chief Investment Officer Asia and Middle East, Bank Julius Baer.
An investment strategy to capitalise on volatile markets
Business, Somruedi Banchongduang, Published on 05/06/2025
» Amid ongoing volatility in global investment markets, SCB Julius Baer considers this period an opportunity to gradually deploy capital to international investments and stands ready to help Thai investors access world-class assets.
Tarrified: A bear market guide
Business, Published on 14/05/2025
» The market moves that followed Donald Trump's "Liberation Day" tariff announcements were quick and sharp, leaving many investors reeling in its aftermath. This illustrates how difficult -- even impossible -- it is to anticipate the direction of travel on any given day.
US no longer the only game in town
Business, Published on 09/04/2025
» Market developments in the first quarter this year have been quite unexpected, to say the least. At the beginning of the year, we highlighted the universal consensus in support of US exceptionalism. The market viewed the supremacy of US assets as unassailable in the context of an artificial intelligence (AI) future dominated by a few US information technology hyperscalers.