Geopolitics, Macro Trends and Investment Opportunities in a Changing Global Landscape

We were delighted to welcome Justin Muzinich, CEO of Muzinich & Co. and former United States Deputy Secretary of the Treasury, for an engaging fireside chat with Lemuel Lee, PWMA Executive Committee Member and Managing Director, Head of Wealth Management Hong Kong at BNP Paribas Wealth Management.

The conversation explored how today’s “new world order” is reshaping investor perspectives – from navigating a multipolar global economy, Fed independence and shifting trade dynamics, to the opportunities created by AI and technology, and the evolving landscape across credit markets.

Justin shared his perspective on current market challenges, and how wealth managers might think about short duration global credit solutions and sector exposure in today’s fixed income environment. He also spoke about how tokenisation of real‑world assets is reshaping the digital asset landscape.

It was an engaging and thought‑provoking session, and we are grateful to Justin and Lemuel for bringing their expertise and perspectives to our community.

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