Market Snapshot | March 2023
By Nancy Curtin
Markets and Investments
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.
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