Looking back on 2025, global equity markets demonstrated remarkable resilience, overcoming initial concerns over tariff disputes to finish the year on a high note.
While the U.S. delivered a strong performance, perhaps even more striking was the strength of Emerging Markets (EM). Driven by robust gains across Asia, the EM index surged by 29.8% in 2025.
As we look ahead to 2026, the market faces a complex interplay of uncertainties, from geopolitical tensions to concerns over valuations. How should investors position their portfolios to navigate the evolving landscape?
Endowus warmly invites you to an exclusive in-person event, 2026 Market Outlook: Opportunities Amid Evolving Global Shifts. Endowus’ Investment Advisory Director, Jasmine Chan will host a panel of investment experts: Robert Li, Head of APAC Investment Strategy at Barings, Andrew Lee, Investment Director at Capital Group, and Marcella Chow, Global Market Strategist at JP Morgan Asset Management, to discuss global market trends and asset allocation strategies for the year ahead.
Event Information
Date: Tuesday, 3 February 2026
Time: 6:30-7:30PM (Registration starts at 6PM)
Location: Central (Disclosed upon confirmation)
Language: Cantonese
This event is given priority for Endowus registered clients. Please sign-up with the email associated with your Endowus account. Or sign up for an Endowus Hong Kong account here.
The event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines subject to your employer or internal compliance approval. An attendance letter can be requested and will be issued 14 business days after the event. A minimum participation time of 50 minutes is required to receive credit.
For any inquiries, please feel free to email us at events.hk@endowus.com.
About the speakers
Robert Li, Head of APAC Investment Strategy, Barings
Robert Li is the Head of APAC Investment Strategy of the Barings’ Multi-Asset Team. He is responsible for conducting macroeconomic and investment research, with a focus on the APAC region. Robert is also involved in the development of investment strategies and solutions for Barings’ clients. Prior to this role, Robert was a Client Portfolio Manager for Barings’ Global Equities Platform, then as an Economist & Multi-Asset Strategist for the Barings’ Multi-Asset Team. He has worked in the industry since 2009. Prior to joining Barings in 2021, Robert was an investment strategist at Harvest Global Investments and China Asset Management Co. with coverage across Asian markets and ESG research. Prior to that, Robert has also worked at two Canadian firms in private equity and hedge funds as an investment analyst. Robert holds a bachelor’s degree in biology and a master’s degree in business administration, both from the University of Toronto. Robert is fully proficient in English, Mandarin and Cantonese.
Andrew Lee, Investment Director, Capital Group
Andrew Lee is an investment director at Capital Group. He has 14 years of industry experience and has been with Capital Group for four years. Prior to joining Capital, Andrew worked as a client portfolio manager, with a focus on Asian and Greater China equities, at Barings. Before that, he was an equity product specialist at HSBC Global Asset Management. He holds a bachelor's degree in business administration with accounting and marketing from the Hong Kong University of Science and Technology. Andrew is based in Hong Kong.
Marcella Chow, Global Market Strategist, JP Morgan Asset Management
Marcella Chow, Executive Director, is a Global Market Strategist based in Hong Kong. As part of the Global Market Insights Strategy team, she is responsible for formulating and delivering J.P. Morgan Asset Management’s view on the market, economy and investing to both institutional and retail investors across Asia.
Prior to joining J.P. Morgan in 2015, Marcella worked as an Emerging Asia economist at Bank of America Merrill Lynch with a focus on the macroeconomic environment and its implications for investment in equity, interest rate and foreign exchange markets.
Marcella obtained a Bachelor of Science degree in Economics from London School of Economics and Political Science and a Master of Economics from the New York University.
Jasmine Chan, Investment Advisory Director, Endowus
Jasmine began her career in investment banking at Barclays Capital in Hong Kong. She spent over eight years there, advising and structuring equity derivatives and funds for clients across North Asia. Jasmine then moved to Credit Suisse, where she was part of the pioneer team of a joint venture between the private bank and investment bank that originated bespoke cross-asset investment solutions for ultra-high-net-worth investors across Asia Pacific and the rest of the world. She also worked as an investment consultant, where she provided investment advice to private banking clients in the Greater China market.
Today, Jasmine leverages her unique expertise at the intersection of investment banking and private banking to empower Endowus clients to achieve their important wealth goals. Jasmine holds a BA in Mathematics and Computer Science from the University of Oxford.
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