In early June I will give a keynote luncheon on the role of China and the US in the asset management world at the China Institutional Investment Conference in NY alongside John Kerry, who in his capacity as Chairman of the Council on Foreign Relation in the Senate will speak on China and the Global Economy. Other speakers will be the chairmen of the leading Chinese asset managers and US institutional investors.
We have touched on industry “metatrends” at various conferences this year, including Hong Kong a few weeks ago and Monaco later next month, including “West-to-East/East-to-West”, the rise of the global middle class, $60 trillion in cash on the sidelines globally, the role of mutual funds in times of crisis, and investment dichotomies (active/passive, investment solutions/themes, large firms/boutiques, developed/emerging markets, equity/bonds, asset allocation considerations).
Those themes were highlighted in stories of the most successful companies in the media – recent articles featuring Strategic Insight:
Bloomberg Businessweek: Carmignac Second Only To Gross
Warren Enskat Group 