Investment Forum insights: short-termism,  risk-aversion among today's top risks

Investment Forum insights: short-termism, risk-aversion among today's top risks

Twice a year, the Investment Forum offers a platform for our investors and strategists to share the ideas and opinions that inform our long-term strategy – and help clients make appropriate investment decisions. Here are a few highlights from our day of discussion and debate at our January event in Hong Kong.

January 2019

Neil Dwane

“Investors can be uncertain where to move in today's markets, but taking risk off the table altogether can be too risky an option. This approach has the potential to harm purchasing power over time, and it ignores the good opportunities that we think still exist.”

Neil Dwane Global Strategist

Findings from our Hong Kong Investment Forum

Economic growth around the world is getting patchier, yet active investors can still find opportunities by focusing on the fundamentals.

  • Debt seems to be the biggest long-term problem facing the global economy, but politics and trade uncertainty may create the most volatility in the coming year
  • A trade war could cripple current supply chains, but a “tech cold war” between the US and China could be a bigger issue, creating two competing tech eco-systems
  • Our Investment Forum conclusions stress the importance of active investing, long-term planning and a counter-cyclical approach; ESG can also help identify quality, scope for improvement and potential value appreciation

For more on the Forum's findings, take a look at Neil Dwane's in-depth analysis:

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Go inside our Hong Kong 2019 Investment Forum

Our investment experts recently met in Asia’s financial capital to explore the risks and opportunities in today’s patchy global economy. While political uncertainty and a potential US-China “tech cold war” are concerns, China is still an asset class in its own right – and the “hunt for income” can bring benefits to portfolios.

 

 

  • Hong Kong Investment Forum 2019 Themes and Conclusions

 

  • To Navigate recession Fears and patchy Growth, invest wisely
  • China is an Asset Class in its own Right
  • Trump and Brexit aren’t the only political question marks
  • A ‘Tech Cold War’ could be more significant than a Trade War
  • 5 Ideas for positioning Portfolios

DOWNLOAD THE INFOGRAPHIC

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