77. Global Financial Markets: Recent Trends and Future Prospects
26 Jan 24
RW Advisory
Ron William
Ron William
CIO & Global Tactical Strategist
Ron is a Global Multi-Asset Tactical Strategist, with +20 years of experience, founder of RWA, an award-winning macro-tactical research advisory firm, to a wide range of financial institutions, producing differentiated alpha, insightful idea generation, using behavioural sentiment, driven by cycles and proprietary market timing models. He is also a Behavioural Finance Expert, Trading Psychologist & Performance Coach. He uses latest techniques in behavioural / risk assessment modelling, peak-performance, neuro/ body science and stress response management (SRM), including mindfulness & coherence training; supported by his market strategies.
92. Back to the Future: East Asia & Trump 2.0
12 Dec 24
East Asia Econ
Paul Cavey
Paul Cavey
Economist
For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea.
While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.