Bloomberg Hong Kong office | November 16, 2018

Bridging the Divide

Today’s investors are riding the wave of the longest bull market in history. However, with multi-year trends coming to a head, some are starting to voice their concern about the grey rhino on the horizon. The year 2020 is emerging as a popular point in time for predictions on when the next economic downturn may arrive.

In the meantime, 2019 is set to be a year dominated by growing divides in the global economy: fed hikes are set to drive a wedge between emerging and mature markets; income inequality will reserve stock market rewards and the latest technologies for the 1%; and populism will continue to bring disruptive political ideas into the mainstream.

However, far from signaling doomsday scenarios, this divergence is creating opportunities for new technologies, new business models, and new social movements to emerge in response. At “Bridging the Divide”, we gather politics, technology and investor experts to identify where the new opportunities will emerge in 2019 and beyond.

November 16 - Friday

11:45 am

Registration Opens & Networking Lunch

12:25 pm

Welcoming Remarks

Speaker

  • Fion Li

    Hong Kong Bureau Chief, Bloomberg

12:30 pm

Dispersion is Rising, Here are the Opportunities

The global economic order is at an inflection point. Geo political tensions, technological innovation and business investments are creating fault lines around the world – leading to widening income equality and an increase in nationalism and populism. Against this backdrop, many asset classes are seeing multiyear trends coming to a head. Global central banks are easing off the stimulus pedal. The world will become less synchronized as we head towards 2019 leading to rising dispersion and falling correlations. This will create new challenges across global markets – but also, new opportunities. We highlight where those high-conviction opportunities will emerge in 2019.

Speaker

12:40 pm

Running out of Road? Looking Ahead to 2020

The collapse of Lehman Brothers and subsequent global financial crisis sent shockwaves through the world economy, many of which still reverberate a decade later. The year 2020 is emerging as a popular point in time for when the next economic downturn may arrive. We sit down with Hong Kong’s longest serving financial secretary to hear his personal account of the 2008 crash, whether global economies are ready for the next downturn, and insight into his future plans.

Speaker

  • John Tsang

    Former Financial Secretary, The Government of HKSAR, Founder, Esperanza

In conversation with

  • Fion Li

    Hong Kong Bureau Chief, Bloomberg

1:00 pm

Opportunities within the Great Divide

2019 is set to be a year dominated by growing divides in the global economy: fed hikes could drive a wedge between emerging and mature markets; widening income inequality will see the rich get richer and an increasingly connected, tech driven world could increase the digital divide. Add to that – pockets of populism around the world that will continue to bring disruptive political ideas into the mainstream. We descend deep into the chasms that are causing global divisions within politics, policy, technology and society, and identify the innovations that will emerge in response.

Speakers

In conversation with

1:30 pm

Closing Remarks

Speaker

Speakers

Michelle Hong

Rooftop Republic Co-Founder

Prof. Richard Hu

The University of Hong Kong Head, Department of Politics & Public Administration

Pascal Martin

OC&C Strategy Consultants Partner, Asia

Sunny Ng

PineBridge Investments Portfolio Manager for Global Multi-Asset

Markus Schomer

PineBridge Investments Chief Global Economist

John Tsang

Founder, Esperanza Former Financial Secretary, The Government of HKSAR

Kevin Johan Wong

Origami Labs CEO

Fion Li

Bloomberg Hong Kong Bureau Chief

Yvonne Man

Bloomberg Television Anchor

PineBridge Investments is a private, global asset manager focused on active, high-conviction investing. The firm draws on the collective power of our experts in each discipline, market, and region of the world through an open culture of collaboration designed to identify the best ideas. Our mission is to exceed clients’ expectations on every level, every day. As of 30 September 2018, the firm managed US$91.4 billion across global asset classes for sophisticated investors around the world.

www.pinebridge.com

Participation is by invitation only.

 

To request an invitation or inquire for more details, please email bliveasia@bloomberg.net.