Investment Outlook 2025

The best and safest thing is to keep a balance in your life, acknowledge the great powers around us and in us. If you can do that, and live that way, you are really a wise man.
Euripides, tragedian, c. 484 – c. 406 BC.

After a long period in a state of equilibrium, low inflation, near zero interest rates, and ever-expanding globalization, we have transitioned into an environment punctuated by major crises and extreme policies that have ushered in the return of macro volatility. What’s more, social inequities and geopolitical rifts have reemerged with a vengeance, eroding the foundations of a world order that many investors have only ever known.

For the years to come, the key questions are: Will markets and economies be able to return to their balanced state or are we in an environment where investors need to price in increased political and economic risks when building portfolios?

We invite you to join us for a discussion about the current environment and how we are building our portfolio for the years to come.

Please register below for the lunch which will start at 12.15pm on Tuesday 27th February.

Speaker

Antonio Ferrer

Partner

Antonio Ferrer (Spanish) is a Partner on the Multi-Asset Team at LGT Capital Partners (Asia-Pacific) Limited in Hong Kong. He is the Global Head of Multi Asset Portfolio Management, and responsible for the Liquid Markets activities in Asia-Pacific. Moreover, he serves as one of the lead managers of the LGT Endowment Portfolio and the Liquid Multi-Alternatives Fund in Australia.

Before joining the firm, Mr. Ferrer started his career at UBS Wealth Management as a relationship manager for high-net-worth clients in Argentina and in Switzerland. He was then appointed to become a team head in the respective area at UBS. In 2008, Mr. Ferrer joined LGT as a portfolio manager for multi-asset funds and institutional client mandates. In 2012, he took over additional responsibility in the manager selection area specializing in equity emerging market single countries. In 2018, he relocated to Hong Kong to set up and expand LGT Capital Partners' Asset Management activity being licensed with the Securities and Futures Commission (SFC) as the manager in charge (MIC) for Type 9 activity and as a Responsible Officer.

Mr. Ferrer is a Certified International Investment Analyst (CIIA). He holds the Swiss Federal Diploma for Experts in Finance and Investments (AZEK) and a BSc in Business Administration from the University of Applied Science in Chur. Mr. Ferrer is fluent in English, German, Spanish, French and Italian.

Mikio Kumada

Executive Director

Mikio Kumada (Greek/Japanese) is an Executive Director at LGT Capital Partners in Tokyo. He serves as a financial economist in the Asset Allocation & Research team and is also responsible for LGT Capi-tal Partners in Tokyo. Prior to joining the firm, he worked for Bloomberg in Europe, among other ro-les. Mr. Kumada joined LGT Group in Liechtenstein in 2002 as a market analyst for the group’s trea-sury department and later transferred to asset management. Over the years, he has worked for the firm in Switzerland, Singapore, and Hong Kong. He is communicating economic research and strategy to clients, and regularly appears on CNBC and Bloomberg as a commentator. Mr. Kumada holds an MA in Political Science from the University of Vienna and is a Certified International Investment Ana-lyst. He is fluent in English, German, Japanese and Greek.

LGT Capital Partners' Investment Outlook 2025 – Tokyo

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