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

A Final Update on the Trump Trade: Tail-Risk Assessment

Fortress Hill Advisors

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

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Macroeconomics

<ul>
<li>A Trump victory and Republicans clean sweep is now widely expected with results so far, which has prompted knee jerk reaction in markets with U.S. Treasury yields and USD higher. </li>
<li>Policy uncertainty is high over tariffs, though the 2017 tax cuts will likely be renewed with some additional tax cuts elsewhere.  </li>
<li>Tackling immigration will also be a policy priority, but the scale of action is unclear. </li>
</ul>


A Trump victory and Republicans clean sweep is now widely expected with results so far, which has prompted knee jerk reaction in markets with U.S. Treasury yields and USD higher. 
Policy uncertainty is high over tariffs, though the 2017 tax cuts will likely be renewed with some additional tax cuts elsewhere.  
Tackling immigration will also be a policy priority, but the scale of action is unclear. 


U.S. Election – Initial Thoughts