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Key global themes for second half of 2018

Broadening economic recovery and monetary policy normalisation are among the big macroeconomic themes investors should watch out for this year, according to investment experts interviewed by Citywire Asia.

Other themes to monitor include rising interest rates and bond yields, as well as the risks and uncertainties surrounding US-China trade tensions.

In this five-minute video, the investment specialists share how investors can position their portfolios amid increased volatility and uncertainty in the financial markets.

The five guest speakers in the video are: 

Hou Wey Fook, chief investment officer, DBS

John Woods, chief investment officer for Asia Pacific, Credit Suisse

Bryan Goh, chief investment officer, Bordier & Cie Singapore  

Jasslyn Yeo, global market strategist, JP Morgan Asset Management

Ashley Perrott, head of pan Asia fixed income, UBS Asset Management

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