Global Economic Outlook: What is the impact of Trump 2.0 on the global economy?
Discover how Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
We were delighted to welcome over 300 clients in Singapore, Malaysia, Hong Kong and Thailand, discussing key investors’ concerns and identifying key investment themes for the year ahead.
Here are the key takeaways from the forum:
Rene Buehlmann, Global Chief Executive Officer, Investments
As we enter 2024, everyone is focused on the path of inflation, and the likely timing and pace of central bank interest-rate cuts, amid a broader economic slowdown that clouds the outlook for many major economies.
Complicating matters, voters in countries representing more than 40% of the world’s population go to the polls this year. Analysis of political risks will become even more important with a possible Trump presidency in the US and a general election in India having far-reaching political, economic and financial market implications. Meanwhile, tensions in a number of geopolitical hotspots around the world remain unresolved.
Looking further ahead, we need to ask ourselves whether AI is a curse or a boon, if countries can set aside their differences to achieve global climate goals, and whether ageing populations will force a rethink of growth assumptions?
The world is entering a new economic phase and investors need to adapt their strategies accordingly. How should you navigate this changing landscape and identify the optimal asset-class mix?
In this session, we shared our macro outlook and house view on how we believe different asset classes will perform in the coming 12-18 months.
In volatile market conditions, a diverse range of income-generating strategies may help investors enhance returns and reduce risk. In this session, we weighed up different ways to access stable income from equities, fixed income and multi-asset investments.
Asia is responsible for more than 50% of global CO2 emissions, but it also accounts for almost half the world’s installed renewable energy capacity. The energy transition is a global challenge that requires the collaboration of different countries and industries. Asia plays a key role in driving this change.
In this session, we discussed decarbonisation and the green transition in Asia and how these issues affect investors.
Several factors will affect the prospects for emerging markets in 2024 – China's possible shift to a more pro-growth and stimulus-oriented stance, the strength of the US dollar, and the changing trade relationships between major economies. These will create challenges and opportunities. Can emerging markets offer attractive returns and diversification benefits?
Allocating to alternatives is a trend likely to continue in 2024 as investors seek diversification to protect portfolios amid economic uncertainty. How will this asset class fare and where are the best opportunities hiding?