Asutosh Padhi’s Post

In today’s turbulent economic landscape, where headlines swing markets and short-term thinking dominates, separating the noise from the information is more critical than ever. At Julius Baer, the Secular Outlook is our compass, providing the clarity needed to navigate an increasingly complex environment. This is not about predictions. It's about stepping back from the day-to-day and examining the gravitational forces that will shape the next decade - forces such as inflation, evolving monetary regimes and geopolitical realignments. These structural drivers influence where the long-term value truly lies. Every decade has its defining events, trends and market leadership. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to guide clients through uncertainty while remaining anchored to the forces that really matter. With this in mind, I am delighted to share our Secular Outlook - 2025 update with you all and look forward to reading your thoughts. https://ow.ly/XyHi50UhAnH

The picture for investors may look optimistic, depending on how a confluence of events could possibly unfold. Join us on Wednesday, June 5, at 2 P.M. for the panel discussion, “The global economy: It’s going to be alright, right?” Watch as we delve into how these events could unfold and what we believe may be lurking below the surface. #realinsite https://bit.ly/3xfvnAa

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/gbUx30sIjkz #CIOviews

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/oxnZ30sIiNN #CIOviews

Blog In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle the most seasoned of investors, but with strategic planning and a calm approach, it's possible to weather the storm and emerge in a stronger position. Here are five tactics to consider: https://lnkd.in/g5ykjhFg

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/WOcj30sIiQr #CIOviews

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/VJuW30sIiOT #CIOviews

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/uIVK30sIiPw #CIOviews

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/ChlN30sIkUo #CIOviews

In today’s turbulent economic landscape, the Secular Outlook is our compass, examining the gravitational forces that will shape the next decade - such as inflation, evolving monetary regimes and geopolitical realignments. Looking ahead, the question isn't just what will change, but how we adapt portfolios to take advantage of these structural tailwinds. Our disciplined approach, grounded in a long-term perspective, enables us to make those decisions. ➡️ Download the full publication and register for our webcast to discover our long-term investment view: https://ow.ly/uJKK30sIiQh #CIOviews