How are geopolitics reshaping global investment strategy? In this Global Alts Asia panel, leading investors and strategists explore the impact of tariffs, trade tensions, and energy transitions on capital flows, market opportunities, and portfolio construction across Asia.
- Featuring:
- Amadeo Alentorn, PhD, CFA, Head, Systematic Equities, Jupiter Asset Management
- Jean Chia, Global CIO, Bank of Singapore
- Robert Gibbins, Founder & CIO, Autonomy Capital
- Christopher Wood, Global Head, Equity Strategy, Jefferies Hong Kong
- Eric SayWei Neo, PBS, Board Director, Medway Investments (Moderator)
- Discussion topics include:
- Tariffs, trade wars, and global investment risk
- Asia’s evolving supply chains and industrial policy
- Energy transitions and China’s dominance in power systems
- Sector winners and losers across the region
- Portfolio diversification amid geopolitical uncertainty
