王崎
首席投資官 大華繼顯財富管理
What is the CIO Series?
A regular webinar featuring our CIO and distinguished guest speakers to discuss macro, markets, sectors and stocks, including top-down investment themes and bottom-up stock picks. The session consists of a presentation followed by a Q&A.
Synopsis
Despite the Fed’s first rate hike in over three years and surging 10-year Treasury yields, our anticipated “Sep-Oct market awakening” has yet to materialize, thanks to continuing strong AI fundamentals. S&P 500 earnings are expected to remain robust in 3Q, but top-down uncertainties such as the Iran conflict and the US midterm elections are still looming. Our key theme of “Macro Shocks vs. AI Tailwinds” therefore remains very much intact. Against this backdrop, our US Strategist Wendy Chen and I will share our read-throughs from the US earnings season, key risks and opportunities surrounding the midterm elections, and initial outlook for 2027.
About the Speaker
Qi Wang, CFA
CIO of UOB Kay Hian Wealth Management
Qi Wang is the Chief Investment Officer (CIO) of UOB Kay Hian Wealth Management. He has over 28 years of research and investment experience in the US, China and global markets. He specializes in identifying and studying disruptive changes (e.g. innovative technologies) and their investment implications.
About the Guest Speaker
Wendy Chen
U.S. strategist for UOB Kay Hian Private Wealth Management
Wendy Chen is currently the U.S. strategist for UOB Kay Hian Private Wealth Management. She has over ten years of experience in global investments and U.S. equity research and has previously worked at leading institutions such as Goldman Sachs and GAM Asset Management, as well as several well-known family offices. Her expertise covers in-depth research on Chinese and U.S. technology stocks, comprehensive macro and micro analysis, and the identification of thematic investment opportunities.
首席投資官 大華繼顯財富管理
大華繼顯財富管理美國策略師