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The Italian Chamber of Commerce, in collaboration with Bank Julius Baer, is glad to invite you to the first webinar of 2021.
The final year of the last decade will go down in history as an unforgettable one, for reasons bad as well as good.
The bad is painfully obvious, the good takes optimism and faith in human adaptability, resilience, and compassion in order to appreciate.
Barring any unexpected meltdown in the final fortnight of 2020, the financial markets rollercoaster will likely end the year on a high note with most major markets in flat or positive territory.
Such a scenario would have been unimaginable in the earlier half of the year. With vaccine rollouts expected over the next 12 to 18 months, what can we expect of financial markets? Will focusing on growth as an investment style continue to maintain their lead over value-investing, or are we in for an aggressive rotation ahead?
Beyond simply 2021, tectonic geopolitical shifts (e.g. US-Sino polarity), unorthodox macro policies, increasing focus on sustainability, and continued acceleration of digitalization are trends that will leave indelible marks on the next decade.
What are the implications of those trends on investment strategy?
Join us on January 11th to get an insightful view from the experts at Bank Julius Baer.
Speakers
Wen Han Choy
Executive Director of Bank Julius Baer & Co Ltd
Mark
Matthews
Head Research at Bank Julius Baer & Co Ltd
Mark Matthews is currently Head of ResearchAPACfor Bank Julius Baer & Co. Ltd., an appointment he has held since June 2011. His research coverage comprises a single stock, sector, and select country analysis.In addition, he is a member of the Bank’sinvestment committee, which determines asset allocation recommendations to clients. Mark has a wealth of experience in advising private clients and institutional investors throughhis27-year banking and finance career. He has held senior positions managing the research and equity sales functions at financial institutions, including ING Barings Securities, Standard & Poor’s, and Merrill Lynchin Asia. Currently based in Singapore, he has lived and worked in Asia for most of his life, including in Hong Kong, Thailand, and Taiwan. He is often quoted in the media and invited regularly by CNBC Asia and Bloomberg TV to appear on their programs. Mark holds a Master of Business Administration (Finance Major) from the Schulich School of Business, YorkUniversity and a Bachelor of Arts (History Major) from Université Laval, Quebec City, Canada. He is fluent in French and Chinese
