2024 Market Outlook: Same Same, But Different

Thu Apr 25 2024 at 06:30 pm

Grand Hyatt Erawan Bangkok | Bangkok

CFA Society Thailand
Publisher/HostCFA Society Thailand
2024 Market Outlook: Same Same, But Different
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? This Event is Exclusive for CFA Charterholders Only ?
Expect The Unexpected and Seek Out Opportunities
At the start of 2024, there were many consensus trades priced in by the market. Global disinflationary trend, expectations of 6 rate Fed cuts and continued divergence between US and China equities were some notable examples. Largely, most of these trades have been "same same, but different" from market's expectations. We believe that the second half of 2024 will continue to bring about increased volatility and uncertainty. Continue to expect the unexpected and be nimble to capitalise on opportunities.
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? Speaker Bio:
Lawrence Lee Liang Wei Lawrence is currently the Chief Investment Officer at Continuum Alpha Wealth Management, an independent asset management firm. He develops and oversees the overall investment platform, representing the firm’s investment views, strategies and all related investment products and solutions to RMs and Ultra High Net Worth (UHNW) clients.
Prior to Continuum Alpha, Lawrence was a CIO at another EAM for 5 years, managing USD4bn of AUM. Lawrence has 15 years of experience across major asset classes with fund management experience in both the private wealth and institutional space. Lawrence has also worked at UOB Global Markets division where he co-managed a US$8bn global fixed income portfolio. Lawrence has an honours degree in economics from the National University of Singapore. In addition, he is a CFA charterholder and a certified Financial Risk Manager
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Event Venue & Nearby Stays

Grand Hyatt Erawan Bangkok, 3 บีโลว์, ปทุมวัน, กรุงเทพมหานคร, กรุงเทพมหานคร 10330, ประเทศไทย,Bangkok, Thailand

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