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

Steen Jakobsen joined Saxo Bank in 2000 and serves as Chief Investment Officer.
As CIO he focuses on delivering asset allocation strategies and analysis of the overall macroeconomic and political landscape. 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).

Peter Garnry joined Saxo in 2010 and is the Head of Saxo Strats in 2023 with expert knowledge in equity strategies. He is also responsible for Saxo’s thematic investing universe, which is a selection of long-term themes in the economy and equity market. Garnry writes several weekly research notes on global equities across a wide range of topics such as the earnings season, thematic trends, macro, equity valuation, expected return, and asset allocation.

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.

