Macro Regimes & Fund Flows: Positioning for the Next Market Move | Hong Kong

Join us on 17 September 2026 for the Macro Regimes & Fund Flows: Positioning for the Next Market Move workshop, an exclusive breakfast briefing for the buy-side community in Hong Kong.

Date: 17 September 2026, Thursday

Time: 8:30 – 10:10AM HKT

Venue: Park Studio, Eaton Club, 5/F, Champion Tower, 3 Garden Road, Central, Hong Kong

As global markets navigate shifting macro regimes, evolving rate expectations and increasingly divergent investment narratives, the challenge for investors is not simply understanding what is happening—but determining how to position for what comes next.

Our discussion will bring together market practitioners and investment experts to examine the forces shaping portfolios in 2026, from the evolving interest-rate environment and global fund flows to the investment implications of AI and China’s growing strategic importance.

Speakers:

• Chi Lo, Senior Market Strategist at BNP Paribas Asset Mgt
• Bruce Nie, VP (Greater China) at ISI Markets
• Steven Muzzlewhite, Head of Customer Solutions at ISI Markets

Agenda:

8:30 – 8:40: Opening Remarks

8:40 – 9:10: Everything Everywhere All at Once – In Portfolios Near You

9:10 – 9:40: Global Fund Flows & Portfolio Positioning: Where Smart Money Is Moving in 2026

9:40 – 10:10: Networking Session

We hope you can join us.