Switch Some Equity Exposure From Growth to Defensive, Julius Baer Says

The video discusses market trends, emphasizing the potential benefits of defensive stocks in a rising interest rate environment. It highlights strong wage growth in the US and its implications for inflation. The energy crisis in Europe is analyzed, suggesting that concerns may be exaggerated due to strong supply responses. The video also explores the rapid adoption of renewables and electric vehicles, noting significant growth in these sectors.

What type of stocks are suggested to perform better in a rising interest rate environment?

• Emerging market stocks

• Technology stocks

• Defensive stocks

• Growth stocks

According to the July FRMC minutes, how many more rate hikes are expected?

• Two more rate hikes

• Four more rate hikes

• No more rate hikes

• Six more rate hikes

What is the wage growth rate for people who switch jobs in the US?

• 6%

• 12%

• 9%

• 3%

What is the expected price of oil per barrel next year?

• $100

• $75

• $50

• $125

What percentage of new cars sold in China are electric vehicles?

• 20%

• 10%

• 30%

• 40%

What is the current storage capacity percentage in Northwestern Europe?

• 50%

• 60%

• 70%

• 78%

What is a potential risk in the renewable and EV space?

• Lack of demand

• Oversupply in select areas

• High production costs

• Regulatory challenges