Navigating Global Market Trends: Opportunities and Challenges全球市場趨勢導航 機遇與挑戰

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 250207LU-CEX)

We are pleased to announce our collaboration with Macau Institute of Financial Services (MIFS) and International Training & Testing Center (ITTC) of City University of Macau in co-hosting this seminar titled “Navigating Global Market Trends: Opportunities and Challenges” (全球市場趨勢導航 機遇與挑戰).       

After Donald Trump’s victory in the 2024 U.S. presidential election, the global market presents both opportunities and risks. While international equities can offer growth potential, they also expose investors to geopolitical uncertainties. ETFs provide a diversified approach to navigating these complexities, allowing investors to spread risk across multiple asset classes and sectors. Bond ETFs add stability and income generation, while some ETPs can be use as hedging tools. Additionally, the approval of Digital Asset ETFs enables direct exposure to digital assets without the complications of ownership. By incorporating a mix of these ETFs, investors can build a resilient portfolio that captures growth opportunities while mitigating risks associated with market volatility and political changes.

We are pleased to welcome Mr. Tony Wong, Managing Director of CSOP Asset Management Limited (王卓峯先生, 南方東英資產管理董事總經理及亞太區銷售部主管), who will discuss the topic “Global Portfolio Construction through ETF Investment” (透過ETF投資建構全球投資組合) with our audience.

2025 is a pivotal year for the Chinese market, presenting both opportunities and challenges for the economy. China is set to strategically implement fiscal stimulus measures to enhance consumer confidence and drive economic growth, especially in light of the new trade environment under President-elect Donald Trump. By strengthening monetary policy, China aims to offset the impacts of rising tariffs while simultaneously investing in key sectors such as artificial intelligence, electric vehicles, robotics  and clean energy. These industries not only highlight China’s technological capabilities but also align with global sustainability objectives. As the government prioritizes high-quality development and innovation, these initiatives are expected to establish a resilient economic framework that fosters both domestic and international investment opportunities.

Furthermore, Ms. Victoria Mio, CFA, Head of Greater China Equities and Portfolio Manager at Janus Henderson (繆子美女士, 駿利亨德森投資大中華區股票主管及亞洲（日本除外）股票團隊投資組合經理), will share her insights on “China 2025 – Opportunities and Challenges” (2025中國 – 機遇與挑戰).

Language – Cantonese

[Remarks: Participants will be responsible for their own travel expenses to the seminar venue.]

About the Speakers

Tony Wong, Managing Director of CSOP Asset Management Limited
王卓峯先生, 南方東英資產管理董事總經理及亞太區銷售部主管

Victoria Mio, CFA, Head of Greater China Equities and Portfolio Manager at Janus Henderson
繆子美女士, 駿利亨德森投資大中華區股票主管及亞洲（日本除外）股票團隊投資組合經理

Rating

General – Material presented will be basic and of interest to a general audience having no background in the area.

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks

• Registration is required and no walk-in will be accommodated.
• If you have any discomfort or flu symptoms, please refrain from attending the event.
• Only registered participants are allowed to stay and attend the event.
• All cancellation requests for confirmed enrolment must be made in writing and be confirmed by email from the Society on or before 4th February 2025 (Tuesday).
• Substitutions are allowed and please notify us no later than 4th February 2025 (Tuesday) if such an arrangement is required.
• The event organizers reserve the right to change the format or date of the event due to unforeseen circumstances without prior notice.
• The CFA Societies Global Passport Program is applicable to this event. Please click here for details.
• The event will be conducted in Cantonese.
• Please take good care of your personal belongings when attending the event. The Society shall not be responsible for any loss of personal property.
• For attendance-taking purposes, participants’ names and company names (if any) may be given to the speakers at this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on the Society’s website.  Please stay alert with our notifications.
• In the event of any disputes, the Society reserves the right of final decision.
• The above Terms and Conditions are subject to change without prior notice.
• No refreshments will be served at this event.
• For events eligible for CPT hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here. 
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

• The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
• In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.