{"id":12972,"date":"2026-07-15T17:15:04","date_gmt":"2026-07-15T09:15:04","guid":{"rendered":"https:\/\/www.pwma.org.hk\/?post_type=events&#038;p=12972"},"modified":"2026-08-06T17:17:42","modified_gmt":"2026-08-06T09:17:42","slug":"reimagining-portfolios-in-an-uncertain-world","status":"publish","type":"events","link":"https:\/\/www.pwma.org.hk\/tc\/events\/reimagining-portfolios-in-an-uncertain-world\/","title":{"rendered":"Reimagining Portfolios in an Uncertain World"},"content":{"rendered":"\n<p>We were delighted to co\u2011host an engaging discussion with Apollo Global Management, Inc., exploring how investors can navigate an increasingly complex market environment and rethink portfolio construction for the years ahead.<br><br>The session opened with insights from Alexander Wright, Partner &amp; Global Wealth Strategist at Apollo, who shared his perspectives on the economic drivers shaping private markets today. Drawing on Apollo&#8217;s experience as a leading private markets investor, he highlighted themes including value investment approach to AI, the ongoing industrial renaissance, and the growing importance of resilient income-generating assets in portfolio construction.<br><br>Joining Alexander in a fireside chat, Horace Zeng, Head of Investment Products &amp; Advisory at DBS Private Bank, offered valuable perspectives on how wealth managers are adapting to a rapidly evolving investment landscape.<br><br>Several themes emerged from the discussion:<br><br>Private Credit \u2013 As investors seek yield and diversification, private credit continues to gain attention as a compelling complement to traditional fixed income.<br><br>Portfolio Construction \u2013 The discussion explored how a greater allocation to private markets may help enhance diversification and improve risk-adjusted returns over the long term.<br><br>Ongoing Monitoring &#8211; Geopolitical risks and rapid AI adoption will significantly shape valuation models and asset allocation strategies.<br><br>Transparency &amp; Liquidity &#8211; Understanding liquidity characteristics and maintaining robust portfolio oversight remain critical considerations for investors navigating private markets.<br><br>Sincere thanks to Apollo and DBS Private Bank, and all participants for contributing to such a thoughtful and engaging discussion.<\/p>\n\n\n\n<figure class=\"is-layout-flex wp-block-gallery-1 wp-block-gallery has-nested-images columns-default is-cropped\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1600\" height=\"1200\" data-id=\"12973\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/08\/Apollo-2.jpg\" alt=\"\" class=\"wp-image-12973\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1600\" height=\"1032\" data-id=\"12975\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/08\/Apollo-1.jpg\" alt=\"\" class=\"wp-image-12975\"\/><\/figure>\n<\/figure>\n\n\n\n<figure class=\"is-layout-flex wp-block-gallery-3 wp-block-gallery has-nested-images columns-default is-cropped\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1600\" height=\"1148\" data-id=\"12977\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/08\/Apollo-4.jpg\" alt=\"\" class=\"wp-image-12977\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1600\" height=\"1214\" data-id=\"12979\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/08\/Apollo-5.jpg\" alt=\"\" class=\"wp-image-12979\"\/><\/figure>\n<\/figure>\n","protected":false},"featured_media":0,"template":"","acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events\/12972"}],"collection":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events"}],"about":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/types\/events"}],"wp:attachment":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/media?parent=12972"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}