Group 1 - The current market environment is characterized by rising inflation, increased business cycle volatility, and de-globalization trends, indicating a new era in the global economy [1] - The "Liberation Day" tariff policy in the U.S. reflects these new trends, showcasing volatility and de-globalization tendencies that are emblematic of the current global economic landscape [1] - Investors are advised to focus on their investment goals and shield themselves from external disturbances in this uncertain environment [1] Group 2 - In the new economic landscape, the stock market has undergone profound changes, with a higher capital cost and increased volatility, making it challenging for many companies to survive [2] - High-quality stocks, characterized by high return on equity, low leverage, and stable earnings, are more likely to outperform competitors in a survival-of-the-fittest environment [4] - Active managers may have an advantage over passive managers in identifying high-quality companies due to their ability to employ qualitative analysis [4] Group 3 - The new economic normal features increased uncertainty in interest rates and government bonds, complicating the balance between promoting economic growth and controlling inflation [5] - Traditional views of government bonds as safe-haven assets are being challenged due to the increased uncertainty surrounding them [6] - A strategic and adaptive bond allocation strategy is essential in the current environment, as the previous "set it and forget it" approach is no longer effective [6] Group 4 - Market volatility presents opportunities for high-yield investors, with widening spreads and increased differentiation among regions, industries, and issuers [7] - The U.S. and European high-yield investment products currently offer attractive yields, with Europe standing out due to its larger, more diversified market and improved overall quality [7] - High-yield investments can provide a balanced strategy by combining growth potential and risk hedging, but investors must also consider the long-term sustainability and quality of yields [7] Group 5 - The new economic era is expected to be more challenging than the post-financial crisis environment, with uncertainty potentially causing anxiety among investors [8] - Focusing on investment quality and employing flexible fixed-income strategies are crucial for navigating this turbulent period [8] - The changes in the economic landscape present new opportunities for investors who know how to identify and capitalize on them [8]

Core Viewpoint - Geopolitical risks and economic decoupling are reshaping the global commodity market landscape, necessitating precise market trend predictions for companies to seize opportunities during transformations [1] Group 1: Event Overview - LSEG will co-host a high-profile industry seminar with LME on May 19, 2025, focusing on U.S. tariff policies, global supply chain resilience, and the upgraded role of Asian markets [2] - The event aims to analyze core drivers of the metal market, technological innovation pathways, and potential growth spaces, gathering authoritative figures from the metal industry and trade sectors [2] Group 2: Agenda Highlights - The seminar will include guest registration, opening remarks, and a networking session, starting at 15:00 and concluding at 19:00 [4][5] Group 3: Data and Insights - Commodity data is a valuable resource, and obtaining the right information at the right time is crucial for success in commodity trading [7][8] - Each data point, from oil storage levels to grain quality in the Black Sea region, adds critical information to global trading decision-making processes [9] - Utilizing structured approaches to leverage fundamentals, supply and demand, vessel tracking, reserves, and alternative data sources can provide traders with a competitive edge [10] Group 4: Trading Solutions - LSEG offers specialized trading software and insights into energy, agriculture, and metal markets, enhancing competitive advantages in commodity trading [11][12] - The company has one of the largest commodity databases globally, supported by a strong analyst team and exclusive partnerships, streamlining the end-to-end workflow in commodity trading [13] Group 5: Sector-Specific Solutions - Energy trading solutions cover a global ecosystem of oil, gas, electricity, coal, and carbon assets, supported by exclusive partnerships with major data providers [15][16] - Metal trading solutions utilize comprehensive data and analysis methods, including machine learning and AI, to predict market trends across various metal markets [17][18] - Agricultural trading solutions leverage robust fundamental data and alternative sources to forecast price trends, ensuring reliable information for soft commodity trading [19][20] - Shipping trading insights are provided through a team of maritime experts, offering unique perspectives on global shipping transactions [21] Group 6: Data Aggregation and Digitalization - LSEG specializes in standardizing and structuring multiple data sources to generate actionable insights, ensuring reliable solutions for global trading companies [22] - The company ensures access to required information in any digital format, integrating proprietary or third-party data flexibly [22][23]