This is the second episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today. In this episode, we look at the dominant role of China in Asia's economy and the effect its slowdown might have on the region.

 

Our guests are:

Raymond Cheng, managing director and chief investment officer for North Asia at Standard Chartered Bank in Hong Kong Martin Hennecke, head of Asia investment advisory at St. James Place Wealth Management

Shelter from the storm: Investing in the era of uncertainty is a five-part podcast series, supported by EquitiesFirst.

The episode is hosted by Piotr Zembrowski, CFA, Senior Manager, Policy and Insights at Economist Impact.

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The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.

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In the first episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today, our guests discuss the realignment of global supply chains and its effect on the economies and industries in Asia Pacific. They talk about ways in which investors can safeguard their portfolios and where they can find opportunities amid the turmoil. 

The guests are:

Noli de Pala, CFA, Chief Investment Officer and Executive Director at TriLake Partners, Singapore Gareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management at Nomura International Wealth Management, Singapore.

Shelter from the storm: Investing in the era of uncertainty is a five-episode series, sponsored by EquitiesFirst.

 

*/

The podcast has been prepared for informational purposes only. This episode is not an offering of a financial product or investment advice. It is not intended for residents in any jurisdiction where its use is not authorised or is unlawful.

Follow on Apple podcasts | Spotify | Google podcasts | Your preferred podcasting platforms

In some instances the impact of this shift will be shaped by local factors, such as demographic changes. In other instances this shift will reflect shared characteristics, as demonstrated by the greater popularity of overseas investing among younger high-net-worth individuals (HNWIs) brought up in an era of globalisation. Whatever the drivers, the landscape of wealth is changing—from local to global, and from one focused on returns to one founded on personal values.

Despite rising economic concerns and a tradition of investor home bias in large parts of the world, the new landscape of wealth appears less interested in borders. According to a survey commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU), younger HNWIs are substantially more enthusiastic about foreign investing. The U.S. is a particularly high-profile example of a country where a long-standing preference for investments in local markets appears set to be transformed.

Click the thumbnail below to download the global executive summary. 

Read additional articles from The EIU with detail on the shifting landscape of global wealth in Asia, Canada, the U.S. and UK on RBC's website.