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Plentiful opportunities to make investments count in times of economic uncertainty, top global asset managers say

  • The world’s top asset managers said there is money to be made in the current uncertain economic climate
  • They suggested a range of options from diversified portfolios to green investments

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Participants attend the ‘Creating value through uncertainties’ panel at the Global Financial Leaders’ Investment Summit in Hong Kong, on Thursday. Photo: Reuters

The world’s top asset managers said there is money to be made in the current economic climate despite headwinds from galloping inflation, geopolitical tension and rising interest rates.

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Diversified portfolios, investing in green energy, private equity and in Chinese and US markets are some of the best ways to navigate the current economic conditions, they said during a global financial conference in Hong Kong.

Senior executives from Macquarie Asset Management, Man Group, Apollo Asset Manager and Carlyle shared their thoughts on the global economy during a panel discussion on “Creating value through uncertainties” on the last day of the Global Financial Leaders’ Investment Summit on Thursday.

Macquarie group head Ben Way said that there is a real need for private infrastructure capital around the world to address important issues like energy security and achieving net zero by 2050.

Ben Way (left), group head of Macquarie Asset Management and Jim Zelter, co-president of Apollo Asset Management take part in the ‘Creating value through uncertainties’ panel discussion at the Global Financial Leaders’ Investment Summit on Thursday. Photo: K. Y. Cheng
Ben Way (left), group head of Macquarie Asset Management and Jim Zelter, co-president of Apollo Asset Management take part in the ‘Creating value through uncertainties’ panel discussion at the Global Financial Leaders’ Investment Summit on Thursday. Photo: K. Y. Cheng

“The most exciting infrastructure market in the world is clearly China,” Way said. “The scale of opportunity [and] the very positive policies around renewable energy [makes China] unlike many other markets.”

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