Laxminarayan is Julius Baer’s chief investment officer (CIO) and head of investment management, Asia Pacific (APAC) while Matthews is its head of research for the APAC region.
In its mid-year market outlook, analysts from Julius Baer believe investors should remain invested in equities in the current environment.
Amid the higher volatility in the markets, lower growth and higher uncertainty, investors should explore equities with a more defensive bias, say analysts Bhaskar Laxminarayan and Mark Matthews, who have indicated their preference for the healthcare sector, Swiss equities and high-dividend stocks.
