
“Some fear the markets are complacent, but investors can find ample opportunities to take risks that can be managed with confidence.”
Neil Dwane Global Strategist
Twice a year, our top professionals gather at our Investment Forum to form a global economic outlook that sharpens our long-term thinking and helps our clients make smarter investment decisions. Here's a look at our most recent forum in Hong Kong.
“Some fear the markets are complacent, but investors can find ample opportunities to take risks that can be managed with confidence.”
Neil Dwane Global Strategist
Our strategists, economists and portfolio managers recently convened in Hong Kong to reflect on the state of the global economy today – and its direction over the next 3-5 years. The gradual tightening of monetary policy could bring a return of volatility, especially in developed markets, but Asia in general and China in particular are bright spots.
For more on the forum's findings, take a look at Neil Dwane's in-depth analysis:
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Watch our investment experts discuss timely topics that matter to investors. Hear from Andreas Utermann on changing monetary policy, William Russell on China’s A-shares and Raymond Chan on China’s moment in the sun.
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Some or all the securities identified and described may represent securities purchased in client accounts. The reader should not assume that an investment in the securities identified was or will be profitable. The securities or companies identified do not represent all of the securities purchased, sold, or recommended for advisory clients. Actual holdings will vary for each client. FANG is an acronym widely used on Wall Street and among many investors; it stands for four high-performing large-cap technology companies – Facebook, Amazon, Netflix and Google (now Alphabet) – that are also household names. BAT is a similarly widely used acronym for three large-cap tech companies in China: Baidu, Alibaba and Tencent.
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