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Event Details

The global expansion is chugging along, with an improved Eurozone outlook in particular; deflation fears look to have faded; financial market volatility is subdued. We believe this provides fertile ground for modest gains in risk assets such as equities. We are focusing on three key themes.

1.Sustained expansion We see the world in a synchronized and sustained economic expansion that is slower than previous cycles.
2.Rethinking returns We believe structurally lower growth and interest rates mean that comparing valuation metrics to past levels may not be a good guide to the future.
3.Rethinking risk We see low volatility as a normal feature of the benign economic and financial backdrop – and not as a warning sign in itself. Taken together, this could mean equities are cheaper than they look – and investors may run the risk of being under-risked.
In addition to these three key themes, a further look will be taken at our current asset class and regional views.

Speakers

  • Belinda Boa (Managing Director, Head of Active Investments for Asia Pacific and Chief Investment Officer (CIO) of Emerging Markets Fundamental Active Equity  of  BlackRock)

    Belinda Boa

    Managing Director, Head of Active Investments for Asia Pacific and Chief Investment Officer (CIO) of Emerging Markets Fundamental Active Equity of BlackRock

    Read Bio

Documents

Tickets

Member

AmCham Taipei member representatives only

TW$ 1,400
Member Guests / Non-member
TW$ 2,000

Ticket Refund Policy

To cancel without penalty, written cancellation must be received by AmCham 24 hours before the event, or else full Price of the event will be charged. Expense for any guests invited by an AmCham member will be billed to the member’s account directly.
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