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Kenneth Gaw

Showing 1–3 of 3 transcripts.

  1. Milken Institute30 min

    Leading Through Volatility: Strategies for Agility and Resilience | Global Investors' Symposium 2026

    Laura Deal Lacey, Rania Al-Mashat, Kenneth Gaw, Michael Smith, Kenny Ga

    Panelists at a high-level economic forum analyze how a cascade of geopolitical shocks in early 2026, including US military interventions and strained alliances, has fundamentally altered the global investment landscape. Experts like Kenny Ga and Michael Smith detail a strategic pivot toward diversified "China plus one" industrial real estate, distressed corporate assets in Hong Kong, and infrastructure critical for AI resilience. The discussion concludes that future economic success relies on balancing rapid agility with strategic patience while navigating a multipolar technology environment where energy security and human capital define competitive advantage.

  2. Milken Institute1h 3m

    Real Estate: Structural and Cyclical Disruption

    Hugh Andrew, Megan Walters, Kenneth Gaw, Alex Jeffrey, John Lim

    Leading industry experts analyze the global real estate sector's transition into a late economic cycle, highlighting structural risks such as rising public debt and geopolitical tensions while identifying capital flow shifts that see Asia-Pacific moving from a net recipient to a net exporter of funds. Panelists advocate for a "value-add" strategy within defensive residential and logistics sectors, demonstrating successful operational transformations in Beijing and Malaysia that leverage technology to drive asset appreciation and tenant retention. Despite concerns regarding interest rate sensitivity and trade wars, the consensus projects that real estate will remain a primary asset class for the coming century, with future returns driven by arbitrage in infrastructure-heavy regions and the evolution of urban living.

  3. Milken Institute1h 3m

    China's Trade-Off: The Outlook on Investment

    Kevin Lu, Wei Sun Christianson, Kenneth Gaw, Richard Hu, Weijian Shan, Jing Ulrich

    Leading financial executives from Partners Group, Morgan Stanley, and JP Morgan convened to analyze the shifting dynamics of Chinese foreign direct investment, noting a 2017 policy reversal that incentivizes capital inflows despite persistent barriers in financial ownership and exit mechanisms. Panelists discussed how structural challenges, including succession issues in the private sector and tightening geopolitical scrutiny on outbound deals, are reshaping investment strategies toward sectors like technology and consumer finance. Strategic forecasts predict China's transformation into the world's largest consumer market by 2040, driven by a growing middle class and a shift in elite talent from engineering to finance.