Investing trends in a post-covid era

Global Counsel convened a webinar, bringing together senior investment professionals across three continents to reflect on the critical issues shaping investment post-covid. The session was chaired by Ying Staton, GC’s advisor in Singapore and our previous Head of Asia, and featured:

• Philipp Freise, Partner and Co-Head Private Equity, KKR Europe
• David Singer, Managing Partner, Maverick Ventures, USA
• Patrick Zhong, Founding Managing Partner, M31 Capital, China

Over the course of an hour, some of the themes that were discussed include:

• How company valuations have increased and financial markets have boomed as a result of unprecedented stimulus and support from central banks, even as the pandemic casts a long shadow over the global economy;
• The role of Europe, which has adopted a position of learning from both the US and China in the domain of technology, but which has assumed a leadership position in the field of sustainability;
• The rise of digital assets and the development of regulatory frameworks around and what it means for thematic investors behind secular trends such as technology;
• The shift in technological growth in China from one that is consumer-driven to one that is innovation-driven value creation;

You can view their answers in the full session of the discussion below.

[vimeo]