Chery Kang
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- Milken Institute44 min
Global Overview: Capital in a Changing World | Global Investors' Symposium 2026
Chery Kang, Aaron Costello, Christopher Ganis, Kevin Lu, Hoi Tung
A panel of global investment leaders, including Hoi Han-Wee and Kevin Schneider, reassessed portfolio strategies by pivoting away from heavy U.S. exposure toward ASEAN and China amidst geopolitical volatility and a thaw in investment sentiment. The discussion highlighted structural opportunities in China's advanced manufacturing and biotechnology sectors while warning that Middle East tensions and AI market corrections require a shift toward energy security, infrastructure, and diversified private credit assets. Ultimately, the group consensus points to a long-term deployment of capital into raw material proximity and regional supply chains to mitigate geopolitical fragmentation and capture returns in "boring" but predictable sectors.
- Milken Institute45 min
The Best of Both Funds: Public and Private Markets Outlook | Global Investors' Symposium Hong Kong
Chery Kang, Aaron Costello, Janet Perumal, Kevin Sneader, Howe Chung Wan
Global investors face a revised macroeconomic landscape characterized by downward GDP revisions, elevated recession probabilities, and a structural shift toward higher interest rates and fiscal activism. Amidst escalating trade tensions and geopolitical instability, market concentration risks in US tech giants have prompted recommendations to underweight equities in favor of non-US value sectors, private credit, and defensive hedge fund strategies. While artificial intelligence evolves from hardware to application-focused deployment, the prevailing directive emphasizes active portfolio management to neutralize passive index risks and prepare for potential volatility without abandoning market exposure.