Over 200 AllianzGI colleagues from around the world gathered for the first Investment Forum of 2017 on the 11th January in Hong Kong, an appropriate location for an event that featured China as one of the three key topics for discussion....
Over 200 AllianzGI colleagues from around the world gathered for the first Investment Forum of 2017 on the 11th January in Hong Kong, an appropriate location for an event that featured China as one of the three key topics for discussion. Geopolitics and Disruption were the other two items on the agenda, with 17 presentations and numerous break-out discussions across the day around these central themes.
Neil Dwane, Global Strategist, set the scene by discussing our views since the last time we gathered in Frankfurt on the 7th September 2016. Since the last Investment Forum we have continued to see political events dominate both headlines and financial markets.
In November, Donald Trump shocked the establishment by winning the US election, and in December Prime Minister Renzi resigned after the no vote in the constitutional referendum in Italy.
Globally, there continues to be a trend away from globalisation and free trade towards the politics of populism and protectionism.
Neil Dwane, Global Strategist
As we look forward to 2017, Neil argued that investors should be thinking about the three big themes of China, Disruption and Politics. Together, these issues will dominate financial markets, and clients must continue to take appropriate risks to earn returns.