30th Anniversary Special : Saxo Unfiltered – The New Inflation Playbook
Inflation is everywhere and higher prices force action. However, inflation doesn't have to be all bad. SaxoStrats - our in-house market experts from around the globe – along with esteemed guest speakers from JP Morgan and Blackrock – will take you through the changing market dynamics and discuss ways to adapt to the new inflation regime, to find the investment opportunities.
Agenda:
- 19:00 ~ 19:05 Welcome speech from Saxo’s HK CEO Richard Douglas
- 19:05 ~ 19:30 Keynote and macro outlook by Saxo’s CIO Steen Jakobson
- 19:30 ~ 19:45 Greater China outlook from Saxo’s Market Strategist Redmond Wong
- 19:45 ~ 20:15 Panel Discussion - Finding alpha in the current investment environment
- 20:15 ~ 20:30 Q&A Section
Please note the session will be hosted in English.
Speakers:
- Steen Jakobsen, Saxo’s Chief Investment Officer
- Peter Garnry, Saxo’s Head of Equity Strategy
- Redmond Wong, Saxo’s Market Strategist, Greater China
- Marcella Chow, Global Market Strategist, JP Morgan
- Andy Ng, APAC Investment Strategist, Blackrock
Moderator:
- Ken Shih, Saxo’s Head of Wealth Management Greater China
Speakers
As head of the SaxoStrats team, Saxo Bank’s in-house team of experts, he is responsible for all research including Quarterly Outlooks and was the founder of Saxo Bank’s renowned Outrageous Predictions.
Prior to joining Saxo Bank, he worked with Swiss Bank Corp, Citibank, Chase Manhattan, UBS and served as Global Head of Trading, FX and Options at Christiania (now Nordea).
Jakobsen’s approach to trading and investing is thought-provoking and not afraid to counter consensus. This frequently sparks debate among the global market community. On a daily basis Jakobsen and his team conduct research across asset classes, covering major macroeconomic developments, market moves, political events and Central Bank policies.
With more than 30 years of experience, Jakobsen regularly appears as a guest host on CNBC and Bloomberg News.
Steen Jakobsen graduated University of Copenhagen in 1989 with a MSc in Economics.
Garnry developed Saxo Bank’s Alpha Picks which is a monthly publication selecting the most attractive stocks across the US, Europe and Asia. He also contributes to the Saxo Bank Quarterly Outlooks and the annual Outrageous Predictions and is a regular commentator on television, including CNBC and Bloomberg TV.
Redmond Wong is the Chief China Strategist based in Hong Kong. As a member of the strategy team, Wong is responsible for communicating Saxo’s global investment strategy, generating Hong Kong and mainland China-focused research, and delivering actionable insights across different asset classes and tradable instruments.
