Investment Ideas: Deglobalisation
The debut episode of “Investment Ideas” dives straight into one of the most significant forces reshaping global markets: deglobalisation.
Co-hosts Jan Swinhoe and Douglas Isles speak with Belinda Cheung, Director in the Economics and Capital Markets team at Future Fund, and Annette King, non-executive director, former President of the Actuaries Institute and CEO, to explore how geopolitical shifts are transforming investment opportunities and risks in 2025 and beyond.
Key areas discussed include:
- The impact of 2024’s global elections and rising protectionism on investment markets
- The transformation from a US-centric to multi-polar world order and implications for currency markets
- Australia’s unique position balancing its services and commodities economies in a changing global landscape
- The role of data and technology in shaping future investment opportunities
About the podcasts guests
Annette King
Annette is an experienced company director, former CEO and actuary, with over 30 years’ experience in financial services across Asia-Pacific. She is a previous President at the Actuaries Institute. Prior to becoming a non-executive director, Annette had a successful track record as a CEO, CFO and CMO of significant financial institutions, as well as being a founder/entrepreneur. Annette has served large multi-national companies (Swiss Re, AXA, Manulife, Mercer) and fintech companies (AFG, FNZ, Galileo Platforms). Her focus is on business growth through differentiated client experience, organizational culture and innovation via digital, data/AI and technology enablement. She serves on the boards of HCF, TAL, Australian Finance Group and U Ethical Investors. She was previously a non-executive director of MLC Super and Swiss Re, and previously President of the Life Insurance Association of Singapore. She is a Fellow of the Australian Institute of Company Directors, has a Bachelor of Economics from Macquarie University, and is a Fellow of the Actuaries Institute of Australia. She is a member of Chief Executive Women.
Belinda Cheung
Belinda Cheung is a Director in the Economics and Capital Markets team at the Future Fund, Australia’s sovereign wealth fund. She is part of the Investment team, with responsibility for formulating the Australian and global cyclical and secular outlook, including forecasts for the cash rate and bond yields. Prior to joining the Future Fund, Belinda was a Senior Economist at Aware Super, a Director in the Fixed Income and Currency Strategy team at Commonwealth Bank and a Senior Economist and Manager at the Reserve Bank of Australia where she started her career. She is a guest lecturer at Macquarie University and sits on the organising committee of the Australian Business Economists. Belinda holds a combined Bachelor of Economics/Bachelor of Law degree from the University of Sydney, and a Master of Economics from the University of New South Wales.
CPD: Actuaries Institute Members can claim two CPD points for every podcast listened to.
