What often gets forgotten is the balance sheet

In the episode of the Julius Baer Investment Insights Podcast, Tom Claridge is joined by Daniel Obradovic who is one of three lead managers of Julius Baer’s flagship equity mandate, Global Excellence. Tom and Daniel discuss how the team have managed the Global Excellence strategy throughout the Corona Crisis, the upcoming earnings season and how the US elections will impact markets. This is not an offer of investments: This publication is intended for information purposes only and does not constitute an offer, a recommendation or an invitation by, or on behalf of, Julius Baer to make any investments.