Escape velocity?
Global equity markets have pushed higher in recent years, powered by the momentum of artificial intelligence. Now, we approach a pivotal moment: will AI help economies achieve “escape velocity” and usher in a new era of industrial transformation, stronger growth, and higher corporate profitability? Or will the forces of gravity—rising debt, persistent inflation, political uncertainty, or a loss of AI momentum—slow our ascent or bring us back to earth?
As we chart the course ahead, this outlook helps investors read the signals, position for opportunity, and build resilient portfolios for long-term success—whatever trajectory markets ultimately take.
Join us for an insightful event where specialists from the UBS Chief Investment Office and leading industry figures delve into the complexities of the macroeconomic and investment environment. They will provide actionable insights to help investors capitalize on opportunities in today’s rapidly evolving markets.
Discover our full lineup
Amy Lo
Chairman, Global Wealth Management Asia; Head and Chief Executive, UBS Hong Kong
Amy Lo is Chairman, UBS Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth and Global Family Office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.
Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA), and is a Board Member of the Hong Kong Financial Services Development Council (FSDC) and the Hong Kong Academy for Wealth Legacy. She is also a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau and an advisor of Our Hong Kong Foundation. She was previously a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority.
A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.
In recognition of her contribution to the wealth management industry, Amy was named CEO of the Year in the Citywire Asia Private Banking Awards 2025. She was also recognized as Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020 and 2023. In 2018, she received the Executive Award at the DHL/SCMP Business Awards for her efforts in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.
Andrea Ma
Head of Healthcare Investment, Swire Pacific Limited
Andrea Ma is the Head of Healthcare Investment at Swire Pacific Limited, where she oversees the group’s strategic direction and investments in the healthcare sector. She has more than 17 years of experience in corporate finance and mergers and acquisitions.
Prior to joining Swire, Andrea served as an Executive Director in the Investment Banking Division at Goldman Sachs (Asia) L.L.C., where she advised private wealth clients and family offices across Asia ex-Japan.
She currently serves as an Independent Non-Executive Director and Chairman of the Nomination Committee of Mirxes Holding Limited, a Singapore-based mRNA company specializing in early cancer detection.
Andrea graduated Magna Cum Laude from Brown University with a B.A. in International Relations.
Bruce Flatt
Chairman & CEO, Brookfield
Bruce Flatt is the Chief Executive Officer of Brookfield, a global investment firm focused on alternative asset management, wealth solutions, and its operating businesses, with over $1 trillion in assets under management. He is a member of Brookfield’s Executive Committee.
Bruce joined Brookfield in 1990 and became CEO in 2002. Under his leadership, Brookfield has developed a global operating presence in more than 30 countries.
Bruce has served on many public company boards over the past three decades.
Jon Gordon
Cross-asset strategist, Chief Investment Office, UBS Global Wealth Management
Jon Gordon is a cross-asset strategist with the UBS Global Wealth Management Chief Investment Office (GWM CIO) in Hong Kong. Jon is a key contributor the bank’s daily briefings and research notes for wealth clients, delivering context and actionable views on fast-moving developments that directly impact client portfolios. As a key contributor to the UBS Circle One project, Jon is leading a shift to multimedia research, and helping the bank to reshape now wealthy clients make and execute investment decisions.
Prior to UBS, Jon worked as TV host and journalist in China and the APAC region, contributing to CNBC, Reuters and the BBC. He holds an MBA in Corporate finance from Spain’s IE university.
Min Lan Tan
Head Chief Investment Office APAC, UBS Global Wealth Management
Min Lan Tan is the Head of the Asia Pacific Investment Office at UBS Global Wealth Management Chief Investment Office since July 2013. She serves as a member of the House View Investment Forum and Asia Investment Meeting, which formulate the regional and global UBS House View.
Prior to joining UBS Global Wealth Management, Min Lan spent eleven years with the UBS Investment Bank where she held several senior appointments.
Between 2002-2012, Min Lan was the Head of Research and Strategist at UBS Securities Singapore. Over this period, the research team was top ranked across key institutional surveys and Min Lan was personally ranked the number 1 analyst in Singapore by Asiamoney for ten consecutive years.
In 2006, as UBS expanded its equities footprint in Asia Pacific, she was concurrently appointed the Head of Equities for the Singapore hub, with oversight of research, sales, trading and execution, prime brokerage, risk managed products, exchange traded derivatives and bank for banks.
In 2012, Min Lan moved into the FICC division to become the Global Head of FICC Macro Strategy Research. She was put in charge of teams covering global asset allocation, global emerging markets, fixed income, FX and credit research.
Before joining UBS, Min Lan was a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore, as well as an economist and strategist at Merrill Lynch covering the Asian equities markets.
Min Lan holds a Bachelor in Accountancy (Hons) from the National University of Singapore and is a CFA charter holder. She sits on the Board of Trustees of the Singapore University of Technology and Design (SUTD).
Solita Marcelli
Global Head of Investment Management, UBS Global Wealth Management
Solita Marcelli is Global Head of Investment Management for UBS Global Wealth Management. In this capacity, she leads an organization dedicated to delivering world-class investment solutions tailored to client needs across the Americas, APAC, EMEA, and Switzerland. Solita oversees the full suite of discretionary, advisory, and investment fund offerings globally—which account for over USD 2 trillion in client assets.
Previously, Solita served as Chief Investment Officer Americas for UBS Global Wealth Management, where most recently she led both the CIO Research and Investment Solutions businesses in the region. Prior to UBS, Solita was the Global Head of Fixed Income, Currencies, and Commodities (FICC) for Wealth Management at J.P. Morgan.
Solita is widely recognized as a thought leader in the industry and is featured frequently in the financial media. She has been recognized as one of the 100 most influential women in US finance by Barron’s and one of the 25 most powerful women in finance by American Banker. Outside of UBS, she currently serves on the Board of the UJA Federation of New York and was the 2022 recipient of UJA’s Alan C. Greenberg Leadership Award. She is a fellow of the 2018 Class of the Finance Leaders Fellowship and a member of the Aspen Global Leadership Network.
Solita holds an MBA from the Stern School of Business at New York University and a BA in Economics and History from Brandeis University.
Wayne Gordon
Head of Investment Advisory & Content, Chief Investment Office, UBS Global Wealth Management
Wayne leads CIO GWM investment advisory and research for APAC. He is also responsible for CIO’s Australian/ New Zealand equities portfolio, rates, and foreign exchange. Wayne is a global natural resources investment specialist and co-manages the global commodities and resources portfolios, including precious metals and the Power & Resources certificate. As part of the APAC Investment Committee and the Asset Allocation team, he plays a key role in the formulation and communication of the UBS House View via key publications and at client events, industry conferences and in the media.
Before joining UBS, Wayne worked at Merricks Capital in Australia (an Australia-based hedge fund/ private lender), co-managing a proprietary longshort multi-asset commodities fund. Prior to that, he was the global head of commodity trading analytics at UBS Investment Bank, based in New York. His focus was on proprietary trading, index product development and corporate risk management strategies. Wayne has also held positions at Rabobank International as chief agribusiness economist (Australia and New Zealand), and the Australian Federal Treasury as a senior economist.
Wayne has been and continues to be a frequent contributor to CNBC, Bloomberg TV, and Fox Business, and has been quoted in reports by Reuters, the Financial Times and The Wall Street Journal.
Yifan Hu
Chief Investment Officer Greater China & Head Macroeconomics APAC, UBS Global Wealth Management
Dr Yifan Hu joins us as Chief Investment Officer Greater China & Head Macroeconomics Asia Pacific. She is based in Hong Kong, and serves as a member of the CIO Asia and China Investment Committee. Working alongside the investment teams globally and in Asia Pacific, Yifan is helping shape CIO's macroeconomic and investment views on APAC.
Yifan has held several Chief Economist positions since 2007, most recently at Haitong International where she was tasked with leading H-share equity research. Prior to this role, Yifan worked as a Chief Economist at CITIC Securities, China Economist at France's Natixis, and China Strategist at Merrill Lynch. Her views and columns can be found in leading financial media.
Prior to that, Yifan was an Assistant Professor at the School of Business and Economics at the University of Hong Kong and published extensively in the international and Chinese academic journals. Yifan has considerable experiences in research and consulting, and served in various prestigious organizations including the World Bank and The Peterson Institute for International Economics (PIIE) in Washington D.C
Yifan received her Ph.D in Economics from Georgetown University and B.S. in Economics from Zhejiang University.
*Agenda is subject to change
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