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Julius Baer CEO: Asia Will Drive Growth

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4 November 2026, South China Morning Post business report: Julius Baer Group CEO Stefan Bollinger said in an interview in Hong Kong on Tuesday that Asia will play an important role in the group's growth in the near term, as investors seek diversification amid rising US AI risks. He noted that an AI bubble is forming and many people are very nervous about their AI exposure; investors who have long been "overweight" the US dollar and US stocks now face increased exposure.

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4 Nov
  1. 南華早報·商業
    Julius Baer CEO: Asia Will Drive Growth as Investors Diversify Away from US AI Risk

    Julius Baer Group CEO Stefan Bollinger said Asia will play an important role in the group's growth in the near term, as investors seek to diversify because of rising US AI risk. Speaking in an interview in Hong Kong on Tuesday, he said an AI bubble is forming and many people are very nervous about their AI exposure. Investors who had long been "overweight" the US dollar and US stocks now face increased exposure.

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