Bloomberg - The Asia Trade

Hugh Chung, Endowus’ Chief Investment Officer, appeared on Bloomberg TV’s The Asia Trade to discuss how investors are navigating today’s uncertain macro environment. He noted that beyond equities, real assets—particularly infrastructure—can offer relative stability due to their lower sensitivity to GDP growth. Private assets continue to attract interest, driven by higher base rates and the growing availability of evergreen structures for investor access. Hugh added that taking a more constructive market view will require volatility to reduce and calmness to return.