Jack Smith, Author at Top1000funds.com

FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

It is inaccurate to refer to rising US-China tension as a “new Cold War,” according to a former permanent secretary of Singapore’s Foreign Ministry, as both countries are “vital and irreplaceable components of a single system” with supply chains that are unprecedented in their density, complexity and scope.

Jack SmithMarch 17, 2023

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

Speaking at Conexus Financial’s Fiduciary Investors’ Symposium held in Singapore, leaders from sovereign wealth funds in Singapore and Malaysia, along with United States pension giant CalSTRS, discussed how investors are viewing global macro risks and opportunities, and strategies they are considering to future-proof their portfolios.

Jack SmithMarch 16, 2023

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

It is critical for stakeholders in all nations to find nuanced ways to navigate rising tension between the US and China, and not “surrender agency to the interests of great powers who are much more interested in a zero sum game of ascendancy,” argues Professor Danny Quah from NUS.

Jack SmithMarch 15, 2023

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

Investors in China need to look beyond the top-down narratives coming from foreign countries and media to dig up the true story of what’s really happening in the market, argued Lirong Xu, the Shanghai-based chief investment officer of Franklin Templeton Sealand Fund Management.

Jack SmithMarch 15, 2023

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

Managing the rise of great power competition between the US and China, and not letting it “go off the rails,” is the epochal challenge of our day, according to former US National Security Council member Richard Falkenrath who is now head of geopolitics and chief security officer at Bridgewater Associates.

Jack SmithMarch 14, 2023

FIS Singapore 2023

Appeal of cash will suck money from other asset classes in coming years

Cash is now a viable investment option for the first time in many years, and its appeal will draw money from other asset classes leading to poor performance both in financial assets and the real economy, according to Greg Jensen, co-chief investment officer at global investment management firm Bridgewater Associates.

Jack SmithMarch 10, 2023

Jack Smith

The latest

FIS Singapore 2023

Supply chains are an unprecedented disincentive for great power conflict

FIS Singapore 2023

Giant sovereign, pension funds re-think portfolios as market shifts

FIS Singapore 2023

The 80% outside China and the US must not surrender their agency

FIS Singapore 2023

Look beyond the Western headlines to get real story about Chinese market

FIS Singapore 2023

Scenario planning critical for investors as US-China tensions rise

FIS Singapore 2023

Appeal of cash will suck money from other asset classes in coming years

California State Teachers Retirement System (CalSTRS)

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

Subscribe now to