In the aftermath of the US presidential election on November 5th, investors will be highly focused on the impact of the outcome on global risk assets. We are likely to see opportunities and risks arise as markets recalibrate expectations across geopolitics, fiscal and monetary policies.
What are the immediate impact and longer-term consequences of the election outcome? How should investors position their portfolios moving forward?
Global Chief Investment Officer, Bank of Singapore
Jean Chia is Bank of Singapore’s Global CIO, responsible for the house view across Macroeconomics, Investment Strategy, FX, Equity & Fixed Income Research, as well as Discretionary Portfolio Management (DPM), Advisory Portfolio Management (APM) and Funds Selection teams at Bank of Singapore. She is a member of the board of directors for BOS International Funds, Luxembourg and a member of the OCBC Wealth Panel.
Jean has over 20 years of experience in Private Banking and Asset Management. Prior to her current role, she was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services at UBS Wealth Management, Singapore.
Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors).
Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She holds a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL).
Jean is currently a Financial Women’s Association of Singapore (FWA) Female Champion and an Institute of Banking and Finance (IBF) Fellow for Private Banking and Wealth Management.
Chief Investment Strategist, Bank of Singapore
Eli is Managing Director, Chief Investment Strategist at Bank of Singapore and plays a leading role in developing strategic and tactical portfolio asset allocation and thematic strategies across global asset classes and alternative investments for the overall banking group and portfolio management teams. He is a central member of Bank of Singapore’s Investment Committee, which determines the bank’s overall investment direction, and is an internal member of the BOS-CIO Global Advisory Council.
He was previously Head of Investment Strategy, during which he and his team spearheaded the transformation of the group’s investment allocations to alternative investments and oversaw the optimization of target allocations for the group’s medium- and long-term portfolio strategies. Before that, he was the Head of Equities Research and advanced the development of the group’s global equity coverage platform across US, Europe and Asia and investment processes in equity alpha generation.
Prior to joining Bank of Singapore and the OCBC Group, he was an investment analyst in the fixed income department at the Wellington Management Company in Boston. He began his career as an associate in Charles River Associates, a consulting firm in Boston specializing in arbitration in the financial sector. Eli also sits on the Wealth Panel of OCBC Group and serves as a member of the Investment Committee for The Salvation Army Singapore. Eli graduated from Harvard University with a master’s degree in Statistics.
Chief Economist, Bank of Singapore
Mansoor is a macroeconomist and financial market strategist with two decades experience covering institutional investors around the world. Mansoor speaks to policymakers and central bankers and maintains links with think-tanks in Washington and Beijing. He appears on CNBC and Bloomberg Television, his work features in The Economist and he has written for the Financial Times.
Mansoor was most recently at the Royal Bank of Scotland’s investment arm, NatWest Markets, where he was the Asia region's Macro Strategist and previously the bank’s Global Head of FX Strategy. Prior to joining RBS, Mansoor spent 17 years at UBS in London, Zurich and Singapore where he was also Global Head of FX Strategy from 2002 to 2014. Mansoor holds a Bachelor’s and a Master’s degree in Economics from the London School of Economics.
He was tutored by Professor Charles Goodhart, a former Chief Adviser at the Bank of England.
Co-Head of Office of Government Affairs for Asia, Goldman Sachs
Stewart is co-head of the Office of Government Affairs for Asia Pacific, based in Hong Kong. In this role, he focuses on the firm's public policy agenda in Asia Pacific Ex-Japan, and manages the firm's relationships with key regulators, policy officials, business groups and community leaders in the region.
Stewart joined Goldman Sachs as a managing director in 2022. Prior to joining the firm, Stewart held multiple roles in international public policy and the private sector. Most recently, he served as a member of the Executive Office at HSBC, advising on sustainability policy and regulation. Before that, Stewart relocated to Hong Kong to lead Government Affairs for HSBC's Asia Pacific region. He joined HSBC in 2016 as deputy head of Group Government Affairs, helping to establish a new global function to engage with public policy makers across the company’s geographical footprint. Earlier in his career, Stewart worked at the Bank of England, where he acted as Governor Mark Carney’s Financial Stability Board (FSB) Sherpa, leading the team to support the governor in his role as FSB chair. Before that, in 2008, he worked as alternate executive director on the board of the World Bank Group, representing the UK government in Washington, DC. He began his career in HM Treasury, working for five years in London on the UK’s strategic approach to the European Union (EU) and six years in Brussels, focused on EU financial regulation.
Chief Investment Strategist for Global Wealth, KKR
Paula Campbell Roberts joined KKR in 2017 and is the Chief Investment Strategist for our Global Wealth business and a Managing Director on KKR’s Global Macro & Asset Allocation team. As Chief Investment Strategist, Paula advises KKR’s wealth management partners on macroeconomics and asset allocation, with a focus on the role that private assets, including private equity, real estate, infrastructure, and credit, can play in individual investor portfolios. As a Managing Director on the Global Macro & Asset Allocation team, Paula also works with KKR’s investment teams on the identification and evaluation of macro considerations as it relates to both deployment and monetization opportunities. Paula is a member of KKR’s Global Wealth Executive Committee, the Global Macro, Risk and Balance Sheet (GBR) Senior Leadership team, and is a designated sponsor of KKR’s America’s Inclusion and Diversity Committee.
Prior to joining KKR, Ms. Roberts was an economist at Morgan Stanley, providing views on the economy and the consumer sector to asset management clients, using big data to predict inflections in key sectors of the economy, and advising Fortune 500 CEOs on their consumer strategy. Before Morgan Stanley, Ms. Roberts was a management consultant leading case teams and advising Fortune 500 companies at Bain & Co. Paula is one of fifteen members of the Federal Reserve Bank of New York’s Economic Advisory Panel and a member of the Economic Club of New York. Ms. Roberts earned her MBA from Harvard Business School and a BA from Yale University. Ms. Roberts is currently a Lincoln Center Leadership Fellow, and she also serves on the boards of the New York City Ballet and the American Friends of Jamaica.
Currency Strategist, Bank of Singapore
Sim Moh Siong is Currency Strategist for Bank of Singapore, where he is responsible for analysing and forecasting currency trends, as well as being a key member of the investment committee. He joined Bank of Singapore in 2009.
Moh Siong brings with him almost two decades of experience in macro and financial research on Asia. Previously a regional economist and financial market strategist with Citibank.
Moh Siong holds a Master and BSc in Economics from the London School of Economics.
Invesment Strategist, Bank of Singapore
Joseph is a Senior Investment Strategist within the highly regarded Chief Investment Office in Bank of Singapore. Joseph provides thought leadership on a host of cross-asset investment topics, with a particular emphasis on global equities. Throughout his time in the bank, Joseph has been known for his timely calls and deep insights, and has been frequently interviewed and quoted by various media outlets.
Joseph also covers the Global Technology sector for the bank, and has experience navigating a range of topical issues pertaining to the internet, cloud, and the impact of geopolitics on technology. In his earlier career, Joseph has also spent time on the sellside in the area of real estate within Singapore and China.
Joseph graduated with a BSc in Economics from the London School of Economics and holds a MSc in Management from the London Business School. Joseph is also a CFA® charterholder.