2025 Market Outlook with StashAway, BlackRock and J.P. Morgan
2024 has been a groundbreaking year for global markets, with equities, tech stocks, and gold soaring over 20%. With major indices like the S&P 500 and cryptocurrencies reaching all-time highs, investor confidence is at an all-time peak.
As we gear up for 2025, our proprietary investment framework ERAA@ shows that the economic landscape is still thriving in inflationary growth. Key drivers poised to shape the market include revolutionary advancements in AI, pivotal geopolitical developments (especially US-China trade tensions), ongoing Federal Reserve rate cuts, and the new fiscal policies from the Republican administration.
Will the market rally keep its momentum? How will asset classes adapt to the Fed's rate cuts? What strategic shifts should you consider for your portfolio?
Join us on 16 January (Thursday) for an exclusive in-person panel discussion featuring senior investment experts from StashAway, BlackRock, and J.P. Morgan Asset Management — some of the most respected voices in the industry. Following the discussion, join us for a networking session to connect with fellow attendees and speakers over wine and canapés.
Don’t miss out — register and gain valuable insights to position your portfolio for success in 2025.
Agenda
6:30 PM Registration
6:45 PM Opening Remarks
6:50 PM 2024 Review and 2025 Key Themes
7:00 PM Panel Discussion with Stephanie, Tai and Thomas
7:40 PM Q&A session
8:00 PM Networking Drinks with Canapés
Subject to your employer's approval, this event may qualify for 1 hour of Continuous Professional Training (CPT) per Hong Kong Securities and Futures Commission guidelines. To receive credit, you must participate for at least 50 minutes. An attendance letter will be issued within 10 business days after the event.
About the Speakers
Stephanie Leung, Chief Investment Officer, StashAway
Stephanie has more than two decades of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey advising companies in the Asia Pacific region. Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.
Tai Hui, Managing Director, Chief Market Strategist, J.P. Morgan Asset Management
Tai Hui, Managing Director, is the Chief Market Strategist, Asia, based in Hong Kong. With over 15 years of experience, Tai formulates and disseminates J.P. Morgan Asset Management’s view on the market, economy and investing to financial advisors and investors in the Asia region. Prior to joining J.P. Morgan in 2012, Tai served as the Regional Head of Research (Asia) with Standard Chartered Bank in Singapore, covering the economic and financial development of the Asia region, and delivering his analysis to corporate and institutional clients. Tai obtained a BA in Economics from Cambridge University and a Master of International and Public Affairs from the University of Hong Kong.
Thomas Taw, Head of APAC Investment Strategy, BlackRock
Thomas Taw, Director, is the head of the APAC Investment Strategy team. Tom is responsible for delivering investment trade ideas and market insights across index and alpha strategies within the Global Product Solutions group. The research his team produces, anchored in product implementation ideas, spans tactical to strategic investment horizons, structural drivers such as the net-zero transition, as well as breadth of views across precision exposures. His team also drives content strategy for GPS APAC. Tom works with clients across segments, including Wealth, Asset Management, Family Offices and Institutional. He is an investment voice for the firm externally, commenting on market views and industry trends on broadcast and print media including Bloomberg, FT, Reuters, Channel News Asia, Ausbiz TV, MoneyFM and others. Prior to joining Blackrock in 2014, Mr. Taw worked in roles at Macquarie and Nomura in equity sales, trading and execution, covering clients across the hedge fund, asset management, and institutional client landscapes; responsible for trading pan-Asian equities. Mr. Taw holds a Bachelor of Sciences Degree in Business from the University of Warwick.
About StashAway
StashAway is a digital investment platform that offers personalized and curated investment portfolios to retail and professional investors. Operating in Singapore, Malaysia, the Middle East and North Africa, Hong Kong, and Thailand, the company has established a strong presence in multiple regions.
In January 2021, StashAway surpassed $1 billion USD in assets under management, achieving this milestone faster than prominent digital wealth managers like Betterment and Wealthfront. In 2020, StashAway was recognised as a Technology Pioneer by The World Economic Forum. In 2023, StashAway was named as one of the top 20 fastest-growing companies in APAC by Financial Times.