Fund Selector Asia hosted our flagship Investment Forum Hong Kong virtually on 8 March 2022
Russia’s invasion of Ukraine raised the level of uncertainty facing investors in 2022. Already, global central banks were expected to increase interest rates several times in response to higher inflation caused by the fiscal and monetary stimulus used to help economies recover from the pandemic. Escalating geopolitical turmoil were likely to exacerbate commodity price pressures, and weigh on risk assets.
In this volatile and complex environment, duration and credit selection would be especially important to bond investors. who need to balance generating income with protecting capital, while equity investors will need to identify resilient markets and sectors.
Our partners at the Fund Selector Asia Hong Kong Investment Forum, HSBC Asset Management, Jupiter Asset Management, Nuveen and Vontobel examined investment opportunities in 2022.
Key topics included:
- Fixed income strategies in a higher inflation and interest rate environment
- Global cities REIT strategy
- Short duration strategy in a rising rate environment
- Emerging markets corporate bond
Agenda
| Local time | |
| 3:00pm | Welcome |
| 3:05pm | Preparing your fixed income allocation for a higher interest rate and inflationary environment Huw Davies, assistant fund manager, fixed income Jupiter Asset Management read more.. |
| 3:25pm | Short duration strategy in a rising rate environment Paul Mitchell, senior investment specialist, fixed income HSBC Asset Management read more.. |
| 3:45pm | Global cities REIT strategy Shawn Lese, chief investment officer and head of funds management, Americas, Nuveen Real Estate Nuveen read more.. |
| 4:05pm | Emerging markets corporate bond Adrian Bender, client portfolio manager Vontobel Asset Management read more.. |
| 4:25pm | Panel discussion |
| 5:00pm | Closing remarks |
Forum Q&A
Sponsors
To find out more about the sessions and strategies that will be presented, please click the sponsors logos below.
