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

Less Pessimism in the World Economy: How Does Asia Benefit?

China's Growth Rebound Will Be Restrained

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

<ul>
<li>The equity outlooks for the three major regions are diverging. Europe stocks are the leadership, but investors need to recognize that the leadership is sensitive to weather and energy prices.</li>
<li>China may be undergoing a re-opening rally, but a sustained advance is in doubt and a successful re-opening would have significant disruptive effects on commodities and the global inflation outlook.</li>
<li>The U.S. stock market faces valuation headwinds, a deteriorating earnings outlook and a Federal Reserve that’s determined to suppress asset prices as a way to fight inflation.</li>
</ul>


The equity outlooks for the three major regions are diverging. Europe stocks are the leadership, but investors need to recognize that the leadership is sensitive to weather and energy prices.
China may be undergoing a re-opening rally, but a sustained advance is in doubt and a successful re-opening would have significant disruptive effects on commodities and the global inflation outlook.
The U.S. stock market faces valuation headwinds, a deteriorating earnings outlook and a Federal Reserve that’s determined to suppress asset prices as a way to fight inflation.


Three Questions Investors Need to Ask in 2023