B>2022 has been an extraordinary year. A war in Europe, an energy crisis and rapidly rising inflation, have led to one of the most aggressive monetary policy tightening campaigns seen in a long time. But the good news is that the repricing in many asset classes has opened up new opportunities.

Philipp Bärtschi, CIO at J. Safra Sarasin said : “Bonds have become much more attractive compared to equities, It’s seems reasonable today to reconsider portfolio allocation not only from a tactical but also from a strategic and long term perspective”.

CIO Insights | Let's bring on Bonds from J. Safra Sarasin Group on Vimeo.