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IDEAS Connect Asia 2023 Recap

  

New Reality,
Next Opportunity

  

 

 

About the theme: Persistent inflationary pressures, higher-for-longer interest rates, intensified geo-economic competition and renewed recessionary fears – global economic and market conditions have fundamentally changed in just over a year. Where are they headed in 2024? With the rare breakdown in the stock-bond correlation, this very different environment has caused investors to rethink their diversification toolkit and approach, and seek additional sources of alpha in times of change and uncertainty.

DOWNLOAD EVENT RECAP (PDF)

Event at a glance

IDEAS Connect Asia (ICA) was a half-day event on 19 October 2023 in Hong Kong. The event explored the market outlook and trends for the year ahead and shared our insights through panel discussions on fixed income, private markets and portfolio diversification. The outlook for the China-US relationship was also a hot topic discussed at the event. In Singapore, the ICA event on 20 October was a luncheon that delved into Artificial Intelligence and its profound impact on investment strategies.

Watch our speakers for ICA in Hong Kong on video (~01:30)

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IDEAS Connect

IDEAS for your portfolio. Every issue of IDEAS Connect is a complication of papers relevant to an investment idea or a specific topic for institutional portfolio strategies.

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Market & Model QuickUpdate

Views on macroeconomic activities, what to expect for Asian markets over the forthcoming months, and our long-term capital market assumptions for each quarter.

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Outlook & Commentary

Timely analysis and commentary on capital markets, investable themes, asset classes, crises and events that could influence the global investment environment.

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