The Italian Chamber of Commerce, in collaboration with Julius Baer, is happy to invite you to our first seminar in 2019.
From historically low levels of volatility and spectacular performance across risk assets classes in 2017, 2018 has seen a significant reversal. Key concerns on the US include the tightening bias of the Fed as well as question marks over whether the US corporate cycle has hit peak earnings growth. Across the Atlantic, rising intra-EU political tension and the phase-out of the ECB bond-buying program have pushed most Euro indices to double-digit losses for 2018. Outside the developed markets, the strengthening dollar has hit the emerging markets hard in 2018, a trend that had often been repeated in previous bear markets in the emerging world.
Finally, how can we not mention the elephant in the room – US/China relations – that have dominated headlines and pressured markets and sentiment throughout the year? In the face of rising volatility and geopolitical uncertainty, are there any bright spots we can take comfort from? How should investors be positioning themselves for 2019 and beyond? Join us at the lunch event on 11 January to get a view from esteemed speakers at Bank Julius Baer.
About the Speakers
Mark Matthews, Head Research, Asia at Bank Julius Baer
Mark Matthews is currently Head of Research Asia for Bank Julius Baer & Co. Ltd., an appointment he has held since June 2011. With over 26 years of experience in finance and investment, Mark’s views are regularly sought by the financial journals such as CNBC and Bloomberg. He has held senior research and sales positions in various financial institutions, including ING Barings Securities, Standard & Poor’s and Merrill Lynch. Currently based in Singapore, Mark’s understanding and knowledge of Asia stems from having lived in the region for most of his life (Hong Kong, Thailand, Taiwan and Sri Lanka). He holds a MBA from the Schulich School of Business, York University and a BA from Université Laval, Quebec City, Canada. He is fluent in French, Chinese and also speaks some Bahasa Indonesia.
Wen Han Choy, Executive Director, Private Banking International at Bank Julius Baer
Wen Han has been a private banker for over 13 years, first with UBS AG and now with Bank Julius Baer in Singapore. Prior to banking, he worked for Singapore Economic Development Board from 2003 to 2006, promoting Singapore as an investment destination for foreign direct investment. Wen Han holds a MSc degree in Real Estate from the National University of Singapore (NUS), a BSc in Chemical Engineering and BA in French Commercial Studies from the University of Illinois, USA. Being fluent in French, Italian, Spanish, Mandarin and Cantonese, Wen Han has been appreciated as an effective bridge for European high-net worth individuals and family offices who invest in Asia and vice versa.
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