Founder & Head of Research, Fortress Hill Advisors

Alex Ng

Alex Ng is the founder and head of research of the economic and investment research house Fortress Hill Advisors. Prior to founding Fortress Hill Advisors, he worked as an economic research analyst across government, academic, and financial institutes including the Hong Kong Financial Secretary’s Office (Office of the Government Economist), Economic Research Center of the Institute of Asia-Pacific Studies at CUHK, and State Street Global Markets. Alex holds a Master of Arts in Economics degree from Columbia University in the City of New York and a Bachelor of Arts in Economics and Mathematics from Wesleyan University (CT, USA).

Our firm's expertise lies in macroeconomics, global macro,  global thematic research, company and equity research, multi-asset strategy, event driven, and ESG.

We also do proprietary trading on the firm's capital, to try to vindicate our investment thesis. Our flagship publication, Heard from Fortress Hill (HFFH) provides our weekly market observations and is freely available on our website: https://fortresshill-advisors.com/hffh/

Founder & Head of Research

Heard From Fortress Hill: Weekly Market Observations

Non-Consensus Forecast: No Fed Rate Cut This Year

US FOMC Projections Too Pessimistic; Two Rate Cuts Likely in 2024 as Inflation Abates

Fortress Hill Advisors

Founded in Hong Kong in 2019, Fortress Hill Advisor seeks to provide premium economic and financial researches.

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Cross Asset Strategy

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<ul>
<li>In face of the recent speeches by several FOMC members, we are changing or non-consensus view of no rate cut this year to one rate cut in September</li>
<li>Under rate cuts, several asset classes such as real estate stocks, gold, and other safe haven currencies will rise.</li>
<li>However, we still believe there will not be continuous series of rate cuts in the remainder of this year such that various asset classes listed above will only rise modestly. </li>
</ul>


In face of the recent speeches by several FOMC members, we are changing or non-consensus view of no rate cut this year to one rate cut in September
Under rate cuts, several asset classes such as real estate stocks, gold, and other safe haven currencies will rise.
However, we still believe there will not be continuous series of rate cuts in the remainder of this year such that various asset classes listed above will only rise modestly. 


Investment Strategy Under Upcoming US Rate Cut