How to position investment portfolios in 2024?

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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In this episode, our experts discuss the market outlook for 2024 and offer valuable strategies for various asset classes and effective portfolio management. Covering market trends to regional client positioning observations, they share practical advice on managing home-bias and explore important topics including active vs passive investing, relevance of the classic 60:40 asset allocation, the role of alternative investments and much more.

Don’t miss this insightful episode featuring Yves Klenk, Head of Markets & Wealth Management Solutions Hong Kong and Head of Investment Advisory Hong Kong, along with Saumil Sheth, Senior Investment Advisor and Head of Global NRI & Private Banking International Market Segments Singapore. Tune in to know more.