Julius Baer CEO Collardi Sees Fed Hike in March or April

The transcript discusses expectations for Federal Reserve rate hikes, with Boris Collardi suggesting they may occur soon. The potential impact on wealth management is highlighted, noting that rate hikes could boost confidence and encourage cash deployment. Clients are currently holding significant cash reserves, but there are signs of movement towards investments. Optimism in the US market is noted, partly due to anticipated infrastructure spending under Trump, with clients showing interest in US investments.

What factors contribute to the optimism in the US market as discussed in the interview?

What trends are observed in client investments towards the US market?