Global capital markets are experiencing a divergence unlike anything we’ve seen debt, demographics and de-globalisation are rewriting the rules. How should long-term investors respond? Join @ChinaAMC_HK CEO Tian Gan and @Vanguard_Group Global Chief Economist Joseph Davis (author of “Coming Into View”) for an in-depth conversation on the forces shaping tomorrow’s markets. They’ll cover: → AI’s impact on jobs & inflation → Global macro trends & asset allocation → Currency markets & U.S. policy direction → What long-term investors should actually do about it 📅 Monday, 17 August 2026 | 7:30 AM EDT | 4:30 AM PDT #Megatrends# #AI# #Investing# #AssetAllocation# #LongTermInvesting# #ChinaAMC# #Vanguard# Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

Bitcoin is becoming a global macro asset. Stablecoins are becoming part of everyday global finance. TRON is helping build the infrastructure for digital dollars to move globally. Great discussion at @Bitcoinconfasia. 🇭🇰

Change in the global macro condition that might happen and surprises the shit out of market in 2023: 1. Massive drop in inflation rate in a few months 2. Fed could stop the QT or cut the rate 3. Ukraine&Russian war ends

Fidelity’s Timmer values gold at around $5,000 Jurrien Timmer, Director of Global Macro at @Fidelity Investments, says his global M2 regression puts #gold’s# value around $5,000 as it shifts from a real-rate trade toward a liquidity-driven one.

JUST IN: Fidelity says Z-score for Bitcoin/gold flipped positive after hitting -100%. "In the past, this has generally confirmed a bottom." "I'm sensing that a new 4-year cycle bull market is underway." — Jurrien Timmer, Director of Global Macro.

I first learned about Bitcoin around 2012. Back then, it was a social experiment. Today, Bitcoin is becoming a global macro asset and stablecoins are becoming global financial infrastructure. That journey is a big part of why I built TRON. 🔻

🔴 LIVE NOW | ChinaAMC × Vanguard How are today’s biggest structural shifts changing the way investors think about the future? Tian Gan, CEO of ChinaAMC (HK), is joined by Joseph Davis, Global Chief Economist at Vanguard and author of Coming Into View, for a wide-ranging discussion on the economic and investment implications of AI and other powerful megatrends. From technological disruption and demographic change to mounting debt and shifts in globalisation, the conversation looks beyond near-term market moves to examine the forces that could define the investment landscape for years to come. Key topics include: → How AI could reshape productivity, employment and inflation → The changing global macro and policy environment → Implications for currencies and portfolio allocation → How investors can navigate a world of accelerating structural change 🔴 Tune in live! #Megatrends# #AI# #Investing# #AssetAllocation# #LongTermInvesting# #ChinaAMC# #Vanguard# Disclaimer: Investment involves risk, including possible loss of principal. Any forecasts, projections, or opinions contained herein are for reference only and are not guaranteed to occur. The information in this material reflects prevailing market conditions and our judgment as of the release date, which are subject to change without further notice.

What a move in silver. Game on. We are in a structurally higher metal price environment driven by decades of underinvestment, constrained supply growth, and a global macro environment that continues to favor hard assets. Markets are still very slow to fully appreciate this shift.

1. In the U.S. — Hyperscaler capex is expected to exceed defense spending in 2027. 2. In Korea — The entire trade surplus is chips, driven by memory from $SKHY and Samsung Electronics. Just shows how crucial semiconductors are as a global macro driver. Source: Nomura