China Can Take Us Into Recovery: What Super Allocators Expect Next

China could emerge strong in the post-coronavirus world and it would make sense to start assessing allocations now, which could quickly lead to investments in the US.

Here’s what the chief investment officers and key decision makers said during the interview Citywire Investment Leaders 2020. The six top-level asset allocators all participated in the first such debate to be held about Citywire Virtual.

In this discussion, which follows their opening exchange on priorities, several participants said China will be “the place to be,” while the rising US unemployment rate and efforts to contain the virus could mean more pain on the way for investors.

The discussion was moderated by Angus Foote, Director of Citywire, Europe, and Analysis of Dr. Nisha Long, Head of Cross-Border Investment Research at Citywire. The full panelists were:

  • Tuan Huynh, CIO for Asset Management, Europe, Deutsche Bank
  • Carlos Mejia, CIO, Rothschild & Co Bank
  • Gilles Prince, CIO for Switzerland, Edmond de Rothschild
  • Michel Munz, Head of Portfolio Management (Europe and Switzerland), Julius Baer
  • Norman Villamin, CIO for Private Banking, Union Bancaire Privée
  • Thomas Wille, Head of Research and Strategy, LGT Bank

For the first video covering investment priorities, please click here.

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