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Endowus Investment Summit
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The Endowus Investment Summit Hong Kong returns on 10 April 2025, bringing together leading experts in finance, macroeconomics, policy and investment to address the key investment themes of the year, from global macroeconomic environment, geopolitical dynamics, and US market exceptionalism to AI and tech stocks trajectory.
As global power dynamics shift and new technologies such as artificial intelligence emerge, investors will continue to face new challenges as well as untapped opportunities. Experts will provide insights on navigating volatility and capitalising on emerging trends.
Join industry experts, leaders and investors for in-depth discussions on the forces shaping global finance and the investment strategies needed to stay ahead.
Register your interest now to reserve your spot* at this highly anticipated event!
*You will be notified on the outcome of your registration via email.
2024 Event photo gallery
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Agenda
2:00 PM
2:15 PM
2:45 PM
3:25 PM
4:05 PM
4:20 PM
4:35 PM
4:55 PM
5:35 PM
6:15 PM
7:30 PM
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Speakers
Our Partners
diamond partner
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platinum partners
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gold partners
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supporting partners
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During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
- As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
Co-founder & Chairman
Endowus
Deputy Chief Executive
Hong Kong Monetary Authority
Managing Director & Vice Chairman
PIMCO
The Fed, Recession & China
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
- As we enter the middle of 2024, this predicament arises among investors facing a potential slowdown in global economic growth, the ongoing uncertainty surrounding the Federal Reserve's path, and the persistent elevation of geopolitical tensions. Unlike economies strangled by high inflation, China stages a different macro picture. Deep in its property challenges, what does it take to revive the Chinese economy from its unique challenges?
During this session, we look ahead to the macroeconomic signals and trends, opportunities and risks that will shape the forthcoming quarters and years.
CEO
Hong Kong Academy of Finance
SVP & Senior Client Portfolio Manager
Franklin Templeton
Investment Director
M&G Investments
Managing Director & CIO
NF Trinity
Can the Market Continue to Rally to New Highs
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
Adjunct Professor
CUHK Business School
Investment Specialist
Natixis Investment Managers
Head of Investment, Hong Kong and Taiwan & Head of Multi Asset, Asia
Amundi
VP & Head of Investment Research
Dimensional Fund Advisors
Leading Fund Managers Present One Stance for 2024
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
Adjunct Professor
CUHK Business School
Managing Director
EQT
Head of Wholesale & Retail Sales, Hong Kong
Natixis Investment Managers
Head of APAC Private Wealth
Partners Group
Head of Global Wealth Management Business
PIMCO
Senior Vice President, Intermediary Distribution, Greater China
Pinebridge
US$600B+ Quant Heavyweight
Answering these questions are global and regional equity portfolio managers.
- After the meteoric rise in market capitalisations and profits of the Magnificent 7 US tech behemoths, will 2024 be another year for technology and artificial intelligence-related stocks and continuing to bring the markets to new highs? Behind the optimism, a slowing economy is on the mind of everyone, whether the slow growth is set to slowly bite into corporate earnings and equity returns? Over to Asia, how could a global equity portfolio make sense of China, India, and Japan. Does it serve as a breathing space for a narrow US rally?
Answering these questions are global and regional equity portfolio managers.
CEO
Endowus
CEO Asia ex Japan
Dimensional Fund Advisors
Head of Wealth Management, Asia ex-Japan
Dimensional Fund Advisors
The How and When on Diversification
- Investors have increasingly turned to private markets and hedge funds for its potential of generating uncorrelated and enhanced returns, even though these assets often offer less liquidity and require longer investment horizons. In this era of expanding options in alternative assets, how can investors navigate product choice while staying diversified and keeping a good handle on risk?
This session brings together seasoned investors and top alternative investment managers to delve into what they observe on the ground in the private markets and hedge fund scene in Asia.
Chief Investment Advisory Officer
Endowus
Head of APAC Private Wealth
Partners Group
Head of Asia & Head of Client Solutions APAC
iCapital
Managing Director
EQT
Managing Director
Carlyle
Is This the Year for Fixed Income Outperformance?
In this panel featuring bond and multi-asset managers, we will discuss the most attractive investment opportunities and identify the potential pitfalls across the broad spectrum of the fixed income market.
- Central banks have shown a continued commitment to bring inflation back to target levels, while tempering expectations on the timing of the first rate cuts. In this environment, investors have the opportunity to enjoy a higher starting yield and capitalise on a restoration of portfolio ballast. Fixed income as an asset class has become more appealing than the recent past. Considering these factors, can we expect 2024 to be the year of bond investing?
In this panel featuring bond and multi-asset managers, we will discuss the most attractive investment opportunities and identify the potential pitfalls across the broad spectrum of the fixed income market.
Head of Hong Kong
Endowus
Co-Head of Asia ex-Japan Fixed Income
Pinebridge
Director & Fixed Income Portfolio Manager
Ping An Asset Management (HK)
Managing Director & Portfolio Manager
PIMCO
Client Portfolio Manager Public Fixed Income
Barings