Julius Baer – Secular Outlook — Economic and Investment Trends Shaping the Current Decade

This report analyzes long-term economic and investment trends shaping the 2020s decade.

It highlights the impact of major external shocks such as the Covid-19 pandemic and the war in Ukraine on capital markets and economic policies. The report discusses the transition to a multipolar world accelerated by new trade policies, shifts in fiscal and defense policies in Europe, and key macroeconomic and capital market trends globally.