UBS Mid-Year Outlook 2021

The Road Ahead: Accelerating into a paradigm shift
28 June, 2021

The Road Ahead: Accelerating into a paradigm shift

In spite of second and third waves, the battle against COVID continues to move in the right direction. Spurred on by the fast vaccine roll-outs and US stimulus, investors find themselves facing very powerful cross-currents. On one hand, economic re-openings are accelerating and the global economy looks on track for a strong rebound in the second half of the year. At the same time, a pick-up in inflation coupled with record low rates are giving rise to tapering concerns.

Beyond the short-term, we are witnessing the global drive towards zero emission and multi-year energy transition. This green revolution is not just transforming industries but has begun to define financial allocations and portfolios.

The UBS Mid-Year Outlook 2021 will set out to explore the future trends under the new normal and how we should position against the changing macro backdrop.


Topics

CIO Market Outlook

Investing for a reflationary environment

Energy Transition and the outlook for commodities

Post-COVID property market outlook and trends

China spearheading disruption in digital currency

ESG – When returns meet responsibility

The New Economy – The new engine for economic growth

New Generation’s Path to Entrepreneurship


Event Host

Ms. Amy Lo

Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong, Group Managing Director

Biography (PDF, 73 KB)

Keynote

Larry Fink

Chairman and Chief Executive Officer, BlackRock, Inc.

Biography (PDF, 66 KB)

UBS Speakers (in order of appearance)

Mark H. Haefele

Chief Investment Officer
UBS Global Wealth Management

Biography (PDF, 53 KB)

Tan Min Lan

Group Managing Director, Head Chief Investment Office APAC, UBS Global Wealth Management

Biography (PDF, 59 KB)

Dr. Yifan Hu

Regional Chief Investment Officer & Head Macroeconomics APAC, UBS Global Wealth Management

Biography (PDF, 58 KB)

Wayne Gordon

Executive Director for Commodities and Forex, UBS Global Wealth Management Chief Investment Office

Biography (PDF, 58 KB)

 

Dominic Schnider

Head Global Commodities and Forex, UBS Global Wealth Management Chief Investment Office

Biography (PDF, 55 KB)

 

Geoffrey Wong, CFA

Head of Emerging Markets and Asia-Pacific Equities
Group Managing Director
UBS Global Wealth Management

Biography (PDF, 65 KB)

 

Kelvin Tay

Regional Chief Investment Office, UBS Global Wealth Management

Biography (PDF, 62 KB)

 

Adeline Chien

Head of Wealth Management Hong Kong Domestic and South East Asia Hong Kong, Managing Director, UBS Global Wealth Management

Biography (PDF, 68 KB)

Eva Lee

Head Hong Kong Equities, Chief Investment Office, UBS Global Wealth Management 

Biography (PDF, 66 KB)

Marina Lui

Group Managing Director, Head, Wealth Management China
UBS Global Wealth Management

Biography (PDF, 59 KB)

May Yan

Managing Director, Head of Greater China Financials Equity Research, UBS Investment Bank

Biography (PDF, 53 KB)

Francis Liu

Head of Wealth Management Taiwan International, Managing Director, UBS Global Wealth Management

Biography (PDF, 56 KB)

Stephanie Choi

Sustainable & Impact Investing Strategist, UBS Global Wealth Management Chief Investment Office

Biography (PDF, 64 KB)

LH Koh

Managing Director, Co-Head Global Family Office , APAC, UBS Global Wealth Management

Biography (PDF, 57 KB)

Hyde Chen

Equity Analyst, UBS Global Wealth Management Chief Investment Office

Biography (PDF, 54 KB)

Jamee Wong

Head of Private Client Greater China,
Managing Director,
UBS Global Wealth Management

Biography (PDF, 62 KB)

External Speakers (in order of appearance)

Robert Friedland

Founder and Chairman, Ivanhoe Capital Corporation

Biography (PDF, 60 KB)

Christian Stracke

Managing Director, Global Head of Credit Group, PIMCO

Biography (PDF, 68 KB)

Dr. Wang Yongli

Chief Economist, Shenzhen Neptunus Group Co. Ltd, Former Vice President of the Bank of China

Biography (PDF, 50 KB)

Christina Gaw

Managing Principal and Head of Capital Markets,
Gaw Capital Partners

Biography (PDF, 61 KB)

Jason Tu

Co-Founder and CEO,
MioTech

Biography (PDF, 63 KB)

Jesse Chou

Chief Sustainability Officer and Spokesperson, Delta Electronics, Inc.

Biography (PDF, 51 KB)

Matt Cheng

Founder and Managing Partner, Cherubic Ventures

Biography (PDF, 64 KB)

Dr. Jingqi Cai

Vice President, Beijing Interstellar Glory Space Technology Co. Ltd.

Biography (PDF, 65 KB)

Brian Sze

Senior Vice President, Greater China,
Checkout.com

Biography (PDF, 69 KB)

Tyler Mok

Chairman and CEO, Lucullus Group, Founder, ISTOP Concepts

Biography (PDF, 59 KB)