Javelin Wealth's Davies on Global Economy and Markets

The video discusses expected market volatility due to central bank tightening and inflation concerns. It questions the traditional 60/40 asset allocation and suggests a focus on equities, particularly a shift from growth to value stocks. In Asia, wealth management trends show a generational shift with less emphasis on tax-driven planning and more on succession. Policy changes and new asset classes like crypto are influencing wealth management strategies, with a focus on risk-adjusted returns.

What factors are expected to influence investment strategies in the upcoming year?

How has the traditional 60/40 asset split been called into question?

What challenges do bonds currently face in the investment landscape?

What are the key themes that will persist in investment strategies according to the text?

How are wealth planning needs in Asia different from those in the West?

What implications do potential wealth taxes have for wealthy families in Asia?

In what ways are younger generations in Asia approaching wealth management differently?