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 concerns are raised about the energy crisis in Europe?

What is the anticipated price of oil per barrel mentioned for next year?

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