Spreker: Ross McSkimming
Functie: Senior Investment Specialist – Equities
Ross is responsible for the commercialisation and development of the equity asset class. He works alongside the investment team and his primary role is to ensure that clients and consultants have clarity on the philosophy, process and investment positioning of this growing asset class. By understanding the changing needs of different groups of investors, he is responsible for developing new equity strategies, such as the global equity impact strategy, and customised investment solutions.
Titel: “China as a game changer”
2018 was the Year of the Dog in China and what a dog of a year it was for global equity markets with the A share index down a staggering 30%. The economy is slowing, bankruptcies are on the rise and the US-China trade war is on-going. However, the weight of China A shares in global indices is starting to rise. Both FSTE and MSCI (and even S&P) are adding or increasing weightings to China A-shares. So why is it interesting to look at China and China A shares now? Ross will give an outlook for the remainder of 2019, the year of the Pig, a symbol of wealth and fortune! He will also discuss how it is possible to be positioned to take advantage of this uncorrelated growth market.