Helping Asian Wealth Management Communities interact

Investment Solutions Forum 2019 HK - Highlights - Simon Ree

Simon Ree of Options Club

Sep 23, 2019

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1. What are the challenges and opportunities for this industry?

Video transcript

1. What are the challenges and opportunities for this industry?

One of the big challenges facing the wealth management industry right now is that pretty much all our SIC classes look expensive. Bonds look expensive. There's been a lot talked about the huge amount of negative yield in debt. Equities look expensive, certainly not cheap. Real estate in most parts of the world looks expensive. And so if your investment strategy is pretty much reliant on asset prices going up, you could be in for a very few lean years.