Shelter from the storm:
Investing in the era of uncertainty

In partnership with The Economist Impact, EquitiesFirst delves into topics that most concern investors across financial markets. Through the “Shelter from the storm: Investing in the era of uncertainty” podcast series, experts will break down emerging financial risks and help listeners better manage and identify investment opportunities as the global economy is again facing severe headwinds.

In this five episodes series, we will speak to wealth management experts on how investors could mitigate risks from potential future obstacles such as de-globalization and intense rate hikes, as well as ways to best position themselves to ride out the storm.

What would a protracted war in Ukraine mean for Asia-Pacific economies?
Mahesh Menon
Mahesh Menon
Director & Head of Strategic Initiatives,
InCred Global Wealth, Singapore
John Marrett
John Marrett
Senior Analyst & Asia Manager for Financial Risk,
The Economist Intelligence Unit, Hong Kong
The war in Ukraine is entering its second year, with no end in sight. In the fifth episode of the series "Shelter from the storm: Investing in the era of uncertainty," sponsored by EquitiesFirst, we look at the impact of a protracted war in Ukraine on the Asia-Pacific economies. Our guests discuss topics such as how vulnerable APAC economies are to price shocks in an increasingly multipolar world. We also talk about the financial risks of an escalation on the global equity and fixed income markets, and how investors can protect themselves.
2023-05-10
How to weather the coming recession
Charlie Buxton
Charlie Buxton
Head of Investment Management,
The Fry Group, Hong Kong
Dhruv Arora
Dhruv Arora
Founder and CEO,
Syfe, Singapore
The late 2022 predictions of an impending global recession have not materialised, but the global economy is not out of the woods yet. In the fourth episode of the series "Shelter from the storm: Investing in the era of uncertainty," sponsored by EquitiesFirst, we look at the risk of persistent high inflation and global economic slowdown for Asia-Pacific economies. We also discuss how investors are adjusting their portfolios in response to the new reality of high interest rates.
2023-02-23
Protecting investment portfolios against climate change risks
Aurélia Britsch
Aurélia Britsch
Senior Director,
Climate Risk & Sustainable Finance
Sustainable Fitch, Singapore
Michelle Loi
Michelle Loi
Vice President,
Asia Sustainable Finance
WWF, Singapore
In the third episode of the series "Shelter from the storm: Investing in the era of uncertainty," supported by EquitiesFirst, we look at climate change. What risk does the warming climate represent for the economies, industries and businesses in Asia Pacific? And what opportunities do risk mitigation and adaptation efforts create for investors?
2022-12-14
Can China's economic slowdown create opportunities in Asia?
Raymond Cheng
Raymond Cheng
Managing Director & Chief Investment Officer for North Asia,
Standard Chartered Bank, Hong Kong
Martin Hennecke
Martin Hennecke
Head of Asia Investment Advisory,
St. James Place Wealth Management, Hong Kong
This is the second episode in the "Shelter from the storm" series on economic, geopolitical and environmental challenges facing companies and markets today. In this episode, we look at the dominant role of China in Asia's economy and the effect its slowdown might have on the region.
2022-11-03
Can Asia Pacific benefit from deglobalisation?
Arnulfo (Noli) de Pala
Arnulfo (Noli) de Pala
Chief Investment Officer,
Trilake Partners, Singapore
Gareth Nicholson
Gareth Nicholson
Chief Investment Officer,
Nomura, Singapore
Is the world becoming bipolar? In 2020, covid-19 and the resulting disruptions to supply chains shook the foundations of the globalised economy. Companies that had earlier embraced offshoring of manufacturing and sourcing, pivoted to bringing production home, or "onshoring".
2022-09-20