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    About the event

    Investing in a new world order  -  Adapting portfolios to shifting markets


    Investors are bracing for what’s in store in 2025. After a turbulent year of market-moving elections and continuing conflicts, it remains essential to assess and consider the impact of the geopolitical landscape on portfolio strategy. Now, as markets await the impact of policies in the Trump 2.0 era on global trade, inflation, interest rates, geopolitics and asset prices, allocators need to be nimble.

    Against this backdrop, this focused and interactive lunch in Hong Kong will explore what today’s new world order means for how investors adapt their exposures and seek both resilience and diversification.


    Join us for an insightful session and the opportunity to get your questions answers on pressing issues such as:

    • What to expect from economies and markets in 2025 and beyond
    • The impact of geopolitical dynamics on the investment landscape
    • Allocation drivers and bright spots for investors
    • Effective ways to adapt and diversify portfolios 
    • The role of gold in strategic allocations


    SPEAKERS

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    EH
    Elliot Hentov
    Head of Macro Policy Research
    State Street Global Advisors
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    RT
    Robin Tsui
    APAC Gold Strategist
    State Street Global Advisors
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    HC
    Hemant Chandrasekaran
    Head of Liability Driven Investment Solutions and Strategic Initiatives
    AIA
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    CS
    Connie Sin
    Head of Funds & Alternatives, International Wealth Management
    Nomura
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    LC
    Lucas Cacioli
    Associate Editor
    AsianInvestor

    Venue Location

    The American Club Hong Kong
    Two Exchange Square, Connaught Place, Central, Hong Kong

    We encourage guests to join us on a global sustainability mission by reducing emissions and carbon footprint. To travel to this event, you can easily reach the venue by public transportation.

    MTR Station: 

    Central MTR Station: Leave through Exit A
    Hong Kong MTR Station: Leave through Exit B1

Looking for your ticket? Contact the organizer
Looking for your ticket? Contact the organizer