UBS Mid-Year Forum: Perspectives into the Greater Bay Area

 

Highlights video

What is your sentiment regarding the recent financial market activities?

Poll Form
 

CIO APAC market outlook

After listening to our investment experts, where do you plan to shift your investment into?

Poll Form
 

CIO Greater China market outlook

Which of the following longer-term (7-10 years) investment themes would you seriously consider for your portfolio?

Poll Form

Risk assets witnessed the best start to a calendar year since 1998. A dovish Fed, signs of a US-China trade deal, an improvement in China's economic data all helped sentiment. Still, concerns around the bull cycle's longevity remains. Fears of a US recession, continued global trade tensions and Brexit uncertainties are key global risks, but hiding isn’t the answer. Our base case remains that a recession is not imminent In fact, over the long term, the greater “risk” for investors is not being invested. Investors need to ensure their portfolios are well-prepared by making sure they Plan, Protect, and Grow. 

In Asia, particularly in China, green shoots of economic growth are emerging. In the longer term, China also plans to develop the Greater Bay Area (GBA) as a financial and innovation hub. The GBA is projected to overtake other world-class bay areas by 2025, offering exciting multi-investment opportunities.

Find out more about our outlook for market trends and investment opportunities at the UBS Mid Year Forum: Perspectives into the Greater Bay Area on June 21, 2019.

Agenda

An overview of the topics that were discussed at the forum.

UBS Wealth Insights group on LinkedIn

The UBS Wealth Insights group on LinkedIn is designed to explore wealth management and market trends in Asia Pacific


Event host

Amy Lo

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

Keynote speaker

John Emerson

Vice Chairman, Capital Group International, Inc.

UBS speakers

Mark Haefele

Global Chief Investment Officer, UBS Global Wealth Management

Christian Raubach

Head, Client Strategy Office, APAC, UBS Global Wealth Management

Wendy Liu

Head of China Strategy, UBS Investment Bank

Min Lan Tan

Head Chief Investment Office APAC UBS Global Wealth Management

Mischa Eckart

UBS Head Investment Products & Services, CIS, APAC, UBS Global Wealth Management

Angus Chan

Asia Gaming & Conglomerates Analyst, UBS Investment Bank

Yifan Hu

Regional Chief Investment Officer & Chief China Economist, UBS Global Wealth Management

Michael Baldinger

Head of Sustainable & Impact Investing, UBS Asset Management

Guests speakers

Zhongxiong Cao

Executive Director of New Economy Research Center (Shenzhen), China Development Institute 

Crystal Pang

Co-Founder and CEO, Pickupp

Leo Chiu

Chairman, Investment Committee, Smart City Consortium

Ronald Li

CEO & Founder, Novoheart Limited

John Siu

Managing Director, Hong Kong, Cushman & Wakefield, Convener of the China Business Platform and the Guangdong | Hong Kong | Macau Greater Bay Business Platform, Cushman & Wakefield 

Winnie Wong

Chief Financial Officer, WeDoctor GBA

Alfred T. Murata

Portfolio Manager, Mortgage Credit, PIMCO


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