If share buybacks continue at this pace, we'll be setting new records
In our latest episode, Edward Raymond, Head of Portfolio Management, is joined by Dawn Li Wan Po, a Senior Portfolio Manager responsible for Julius Baer's Global Equity Income Mandate. During their conversation, they discuss the wrap up of the latest earnings season, what was driving share price movement, how portfolio positioning at Julius Baer has been tweaked this year and what the future looks like for earnings growth.