In conversation with John Emerson – CIO Global Advisory Council member

Join our in-depth conversation with Bank of Singapore’s Global Chief Investment Officer, Jean Chia and John Emerson, the vice chair of leading US fund manager Capital Group International. As a former US diplomat, John will shed light on the shifts in US foreign policy and the potential impact on global economics and the changing world order.Will Trump Make America Great Again (MAGA)? In this dialogue, we will unpack the fundamental differences between Trump and previous administrations. This then paves the way for a more nuanced understanding of other key topics on the US such as potential guardrails against capricious policymaking, tariffs, US exceptionalism and immigration. We will also delve into important geopolitical issues, including choices relating to potential US involvement in the ongoing Israel-Iran conflict, and the path forward for Europe’s defence buildup. Finally, we will also cover the topic of immigration and how it plays an important role in global demographic trends.For more market insights, go to ⁠⁠⁠⁠⁠⁠Bank of Singapore Insights⁠⁠⁠⁠⁠⁠ to check out our Chief Investment Office's research publications. Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.