Fencer
Thematics AI & Robotics Fund
Focus on the growth drivers and invests in companies on the leading edge of AI & Robotics that are shifting the way we live
Collective Views: Liberation day, tariffs, market volatility
Collective Views: tariff turbulence and volatility views
We asked our Expert Collective for their views on the ripples and ramifications of the market turbulence caused by the marked shift in US trade policy.
AEW

Peter Ho

Portfolio Manager

AEW Capital Management

Peter Ho is a portfolio manager for the AEW Global Focused Real Estate Fund. He is also a member of the Global Securities Allocation Committee (GSAC), which assesses the global macroeconomic environment and any global allocation adjustments of the Fund. He joined AEW in 2014 where he previously served as co-portfolio manager and business analyst on AEW’s Asia Pacific real estate team focused on analyzing listed real estate companies and real estate markets in the Asia Pacific region.

His investment industry experience dates back to 2005. Prior to AEW, he worked at Deutsche Asset Management (RREEF) in Sydney, Australia as its lead analyst and assistant Portfolio Manager on Australian stocks. He previously held positions at UBS and JP Morgan.

Peter holds Bachelor’s Degrees from the University of Technology in Sydney and the University of Humberside in Hull, England, and has a graduate diploma in Applied Finance from the Financial Services Institute of Australasia.

AEW

AEW is one of the world’s largest real estate investment managers.
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