From U.S.-China tensions to AI super-apps and emerging market rebounds, this powerhouse panel from iConnections NYC 2025 dives into the macro forces shaping global investing.
📈 Moderated by Guy Adami, the conversation features insights from:
- Scott Chronert (Citi)
- Sean Ho (Tria Capital)
- Nicolas Dujovne (Former Argentina Finance Minister)
- Andrew McCollough (Wells Fargo Investment Institute)
Key topics include:
- The “volatile bull market” outlook for U.S. equities
- Where AI innovation in China is creating investor alpha
- Argentina, Brazil, Colombia: Next wave of EM opportunity?
- Tariff volatility and how LPs are rethinking portfolios
- FX dynamics and EM currencies behaving like majors
- AI adoption, data infrastructure, and China’s global tech push
- Fiscal risks and S&P valuation in a higher-rate world
- Why discretionary macro is having a moment
📍 Recorded live at Global Alts New York 2025.
