Kinesiske aktiver i et asset allocation perspektiv
Hvilken rolle bør kinesiske aktier og obligationer spille i den strategiske asset allocation? Giver den aktuelle situation med investorflugt fra Rusland også anledning til en højere risikopræmie på kinesiske aktiver? Og skal den øgede politiske indblanding tilsvarende resultere i en højere risikopræmie i Kina? Disse spørgsmål – og mange flere – stiller vi på det kommende møde i Asset Allocation netværket til Portfolio Strategist Atul Lele fra Bridgewater Associates og Chief China Equity Strategist Laura Wang fra Morgan Stanley. Efter indlæggene skal vi debattere emnet i netværket.
Mødet afsluttes med generel netværksdebat.
|11:30||Registrering , networking og sandwich|
Velkommen og introduktion af dagens program
Laura Wang, Executive Director, Chief China Equity Strategist, Morgan Stanley Research
Atul Lele, Portfolio Strategist, Bridgewater
Debat med udgangspunkt i dagens indlæg
Tak for i dag
CFA PL Credits
If you are a CFA Institute member, you are eligible to record 3 PL credits for your participation in this meeting.
Atul Lele joined Bridgewater in 2018, and is a Portfolio Strategist. As a senior member of the research group, Atul works closely with our Co-CIOs, and also partners with Bridgewater’s clients to develop investment strategies that meet their objectives and to provide insight into the research group’s thinking on global markets and economic conditions.
Prior to joining Bridgewater, Atul spent five years as the Chief Investment Officer of Deltec International Group, where he was responsible for their investment management and advisory platform, focusing on the investment strategy, portfolio management and analytical processes behind the strategic and tactical global macro funds, and authoring the firm’s global macro research publications. Prior to that, Atul spent five years as the Head of Strategy, Economics and Quantitative Research for Credit Suisse Australia, where he was top ranked by clients and external surveys. Before that, he spent eight years as a Portfolio Manager and Partner at White Funds Management, a multi-asset class fund manager.
Atul has regularly appeared in the financial media and in investment-related books. He is also a CFA charterholder, and holds a Bachelor of Commerce.
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Laura Wang is an Executive Director in Morgan Stanley Research, where she serves as Chief China Equity Strategist. Laura’s coverage includes both the onshore A-share market and the offshore China equity space such as the Hong Kong market and Chinese companies listed in the US. Laura is a key member of the Morgan Stanley Research Asia/Global Emerging Markets equity strategy team, which has been ranked as the No. 1 Asia equity strategy team in Institutional Investor magazine buy-side surveys for three years in a row between 2018-2020. Laura joined the Firm in 2012.
Prior to joining Morgan Stanley, Laura worked as a strategy consultant at Boston Consulting Group in its New York office.
Laura has an MBA degree from Harvard Business School.
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