AlTi - Alvarium Tiedemann

In Conversation with Nancy Curtin and Bob Hormats

Published February 28, 2023

In a series of three videos, AlTi’s Global CIO Nancy Curtin sits down with Political and Economic Strategist Bob Hormats to discuss how China has evolved as a world power, the ever-evolving complexities of US-Sino relations, and how it might inspire the United States’ foreign policy regime going forwards. 

Currently serving as a strategic advisor to AlTi, Bob is currently Visiting Lecturer at the Yale School of Management and was formerly the Under Secretary of State for Economic Growth, Energy and the Environment. Earlier in his career, as Senior Economic Advisor to Dr. Henry Kissinger on the National Security Staff, he played a key role for managing the Nixon Administration’s opening of diplomatic and economic relations with the People’s Republic of China. Bob was, during the late 1960s and the 1970s, senior staff member for International Economic Affairs on the US National Security Council Staff in the White House.

 In the discussion, Nancy takes the opportunity to outline recent market themes, discusses the importance of thinking globally in portfolio design, and illuminates the power of embracing private markets to more closely emulate “endowment-style investing” over a longer time horizon.  

US-Sino relations and the battle for tech supremacy

The case for optimism in today’s markets

Embracing alternatives for endowment-style investing

Notes & Important Disclosures

This video has been issued and approved as a financial promotion by Alvarium Investment Advisors (UK) Limited, which is part of Alvarium Tiedemann | AlTi (“AlTi”). Alvarium Investment Advisors (UK) Limited is authorised and regulated by the Financial Conduct Authority (FRN: 09111421) and registered in England (No. 09111421) with its registered address at 10 Old Burlington Street, London W1S 3AG.

The information in this video is provided to you for information purposes only and should not be relied upon as investment advice. It has not been prepared in light of your personal circumstances (including your specific investment objectives, financial situation or particular needs) and does not constitute a personal recommendation. The information in this video does not constitute and should not be construed as legal or tax advice or a solicitation and/or recommendation of any kind from AlTi to you, nor as an offer or invitation from AlTi to subscribe to, purchase, redeem or sell any financial instruments, or to enter into any transaction with respect to such instruments. The content of this video may not be suitable for your financial situation, investment experience and investment objectives, and AlTi does not make any representation with respect to the suitability or appropriateness to you of any financial instrument or investment strategy presented in this document. The offering documents for each investment, where one is provided, contain important information concerning risks and other material aspects of such investment and must be read carefully before a decision to invest is made.

We do not provide any legal or tax advice and recommend that you obtain your own independent legal and tax advice, tailored to your particular circumstances. All services are not available in all jurisdictions. It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the original amount invested. Past performance is not a guide to future performance. There is no guarantee of positive trading performance.

The information in this report is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation. No part of this document may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written permission of AlTi. All brands, company names, and product names are trademarks or registered trademarks of their respective holder.

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