About the Event

2024 Equities Outlook: Brighter Times Ahead?

Looking into 2024, how should investors navigate the equities markets? Global equities defied expectations and rose by double digits this year. Yet much of the returns were driven by the US market by a handful of tech stocks, while closer to home the Hang Seng and CSI 300 are both underperforming YTD.

As we look out to next year, should we expect a continued recovery and brighter times ahead? How are peaking interest rates, and the prospect of a US recession going to affect markets? Will China and Emerging Markets make a recovery finally? Will growth continue to outperform value? These are some of the questions we will answer and many more.  

Endowus warmly invites you to join an exclusive in-person discussion, on 7 December 2023 (Thur) from 6:30-8:30pm. Endowus Chairman and Chief Investment Officer (CIO) Samuel Rhee will be hosting a panel of experts from Abrdn, JP Morgan Asset Management and Schroders for a fireside chat on the outlook for equities in 2024.

Key topics of discussion include the macro outlook, whether tech stocks will continue their bull run, where China and HK equities are heading and most importantly the implications to investors’ portfolios.

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Event Information

Date: Thursday, 7th December 2023

Time: 6:30pm to 8:30pm HKT (Registration starts at 6:15pm)‍‍

Venue: The Executive Centre, Level 19, Two Chinachem Central, 26 Des Voeux Road, Central, Hong Kong

Wine and canapés on the house. Registration will be on a first-come-first-served basis.

For further enquiries, contact events.hk@endowus.com.

Subject to your employer or internal compliance approval, the event may qualify for 1 hour of Continuous Professional Training (CPT) under the Hong Kong Securities and Futures Commission guidelines. A minimum participation time of 50 minutes is required to receive credit. An attendance letter will be issued 7 business days after the event.

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About the Speakers

‍Samuel Rhee, Chairman and Chief Investment Officer, Endowus

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and Chief Investment Officer of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London. 

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s macro research, asset allocation and investment selection across all offerings. 

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Alec Jin, Investment Director, Asian Equities, abrdn‍

Alec Jin is an Investment Director on the Chinese equities team. Alec joined the company in July 2018 from Standard Chartered Bank where he was a Director in the Leveraged Finance team. Prior to that, he worked for Citibank in the Technology, Media and Telecom Investment Banking team. Alec graduated with a BA in Business Administration from the University of Michigan.

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Tai Hui, Managing Director, Chief Market Strategist, Asia Pacific, JP Morgan Asset Management

Tai Hui, Managing Director, is the Chief Market Strategist, Asia Pacific, based in Hong Kong. With 20 years of experience, Tai formulates and disseminates J.P. Morgan Asset Management’s views on the markets, economy and investing to financial advisors and investors in the Asia region. With his knowledge and experience, he is able to explain and illustrate complex economic and financial issues in a digestible way, primarily via the Market Insights program.  He also regularly appears on international and local financial media, including as a guest host on CNBC Asia, as well as Bloomberg TV and Reuters TV.  

Prior to joining J.P. Morgan in 2012, Tai served as the Regional Head of Research (Asia) with Standard Chartered Bank in Singapore, covering the economic and financial development of the Asia region, and delivering his analysis to corporate and institutional clients.   

Tai obtained a BA in Economics from Cambridge University and a Master of International and Public Affairs from the University of Hong Kong.

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Chloe Shea, Investment Director, Multi-Asset, Schroders

Chloe Shea is the Investment Director of Schroders’ Asian Multi-Asset team. Based in Hong Kong, Chloe focuses on supporting the growth of Schroders’ Multi-Asset business in Asia, working with both institutional and retail clients.

Prior to joining Schroders in 2018, Chloe was a Portfolio Specialist at Manulife Asset Management. She started her career at Willis Towers Watson where she was responsible for formulating ratings on institutional-focused strategies, with a focus on Greater China equities, Asian ex-Japan equities, Global Emerging Market equities and Multi-Asset strategies.

Chloe holds a Bachelor of Science degree in Quantitative Finance from the Hong Kong University of Science and Technology. She is also a Chartered Financial Analyst (CFA) charterholder.

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‍Disclaimer

Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested.

Opinions

Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.

No invitation or solicitation

Neither the information, nor any opinion, contained in this article constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.