How we Manage Money: Core Investment Beliefs

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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Managing money successfully is more than just avoiding mistakes. For Julius Baer Chief Investment Officer Yves Bonzon, it comes down to having a solid investment approach built on core investment beliefs that provide a framework. This allows us to make investment decisions in a disciplined way and not based on the twists and turns of the market.

In the first episode of our How we Manage Money series, Yves Bonzon joins journalist Hannah Wise to discuss this framework including how it helps us manage risks, spot and mitigate an incoming crisis, and incorporate the key forces driving the markets.