Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

‘Tis the season for strategists to publish their year-end forecasts for 2020. Instead of participating in that ritual, this is the second of a series of think pieces of what might lie ahead for the new decade (for the first see <a href="https://www.smartkarma.com/insights/china-paper-tiger" target="_blank" rel="noopener">China: Paper Tiger</a>).It is said that demographics is destiny. As the Baby Boomers age and fade into their golden years, the Millennial generation is entering its prime and is poised to seize the baton of consumer spending and, eventually, political leadership.We believe the coming decade is likely be the “OK Boomer” decade that sees a passing of the baton to the Millennial cohort characterized by:<ul>
<li>A greater focus on the effects of inequality</li>
<li>A political shift to the left</li>
<li>There are two policy effects that can be easily identified:</li>
</ul><ul>
<li>The rise of MMT as a policy tool</li>
<li>The rise of ESG investing</li>
</ul>The question of whether these developments are good or bad is beyond our pay grade. However, investors should be prepared for these changes in the years to come.

‘Tis the season for strategists to publish their year-end forecasts for 2020. Instead of participating in that ritual, this is the second of a series of think pieces of what might lie ahead for the new decade (for the first see China: Paper Tiger).It is said that demographics is destiny. As the Baby Boomers age and fade into their golden years, the Millennial generation is entering its prime and is poised to seize the baton of consumer spending and, eventually, political leadership.We believe the coming decade is likely be the “OK Boomer” decade that sees a passing of the baton to the Millennial cohort characterized by:
A greater focus on the effects of inequality
A political shift to the left
There are two policy effects that can be easily identified:

The rise of MMT as a policy tool
The rise of ESG investing
The question of whether these developments are good or bad is beyond our pay grade. However, investors should be prepared for these changes in the years to come.

The OK Boomer Decade