Improved returns ahead as market faces ‘evolution, not revolution’
Markets are facing an “evolution, not a revolution,” and asset returns are likely to improve over the next ten years, despite a range of challenges facing global markets.
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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.
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.
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.
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.
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.
FIS Singapore 2023