On 21 November, Fund Selector Asia is hosting an exclusive breakfast briefing for fund selectors and distributors in Hong Kong. At the events we will discuss the outlook for global equities and fixed income in the year ahead with 2 panels featuring asset managers and distributors.
About the event
Date: Thursday, 21 November 2024
Time: 8:30am – 10:35am
Venue: The American Club
Volatility has characterised equity and bond markets in 2024, as investors have faced uncertainty about the timing of interest rate cuts by the US Federal Reserve and the prospects for the US economy. Elections across the world, as well as rising geopolitical tensions, have also encouraged a cautious asset allocation approach during a period when cash has offered an attractive haven.
However, as we enter the final quarter of the year US interest rate cuts seem imminent and a soft landing for the US economy appears more likely, which should support the global economy and stock and bond markets worldwide.
The US presidential and congressional elections will be decided in early November, and their impact will provide the setting for Fund Selector Asia’s breakfast events in Singapore on 19 November and Hong Kong on 21 November.
We look forward to you joining us to hear and discuss the views of our panels of expert Asia fund selectors and asset managers.
REGISTER NOW
This invitation-only event is designed for fund selectors and asset allocators working at local and foreign private banks, the wealth units of retail banks, family offices, wealth advisers, and domestic asset managers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@markallengroup.com or by phone on T: + 852 3695 5161.
Resource centre
What will a new US President mean for markets and the global economy?
Our investment experts analyse the outlook for the US market, what the new president’s proposed policies could mean for the global economy, and the investment implications across asset classes.
Q4 Asian Fixed Income outlook: Asian economies remain resilient
We are beginning to see policy divergence emerging among Asian central banks, as some remain on pause while others begin to cut rates along with the Fed’s easing cycle. The moderating inflationary backdrop and healthy fundamentals remain favorable tailwinds for Asian economies and currencies, and we remain constructive…
2025 Global Market Outlook: JHI’s Great Debate
2024 can reasonably be characterized as another year of ambiguity and surprise, but has been a solid year for
investors overall. We all remember the periods of volatility, for example in August, when markets…
Agenda
| 8:30am | Registration and refreshments |
| 8:50am | Welcoming remarks Rupert Walker, Regional Editor, Fund Selector Asia |
| 8:55am | Panel discussion: The outlook for global equities – The main factors that will drive the performance of equity markets in the months ahead – The best alpha opportunities among themes, sectors, regions and countries – Strategies that can help manage market volatility – The major risks to equity markets Ram Rasaratnam, Chief Investment Officer, Equity QI, AXA Investments Managers Cheuk Wan Fan, Managing Director, Chief Investment Officer, Asia, HSBC Global Banking and Wealth Andrew Hendry, CEO Asia, Janus Henderson Investors Connie Sin, Head of Funds and Alternatives, International Wealth Management, Nomura |
| 9:40am | Intermission |
| 9:50am | Panel discussion: The outlook for global fixed income – The macroeconomic and geopolitical environment for fixed income markets – Investing in bonds for safety, income generation or capital gains – The opportunities in credit, securitized debt and non-US dollar bonds – The major risks to fixed income markets Fiona Kwok, Portfolio Manager, First Sentier Investors John Cheng, Managing Director, Head of Managed Solutions, LGT Bank Huang Jing Jing, Senior Vice President and Product Strategist, PIMCO Heather Lei, Head A&S Investment Funds, North Asia, UBS Global Wealth Management |
| 10:35am | Closing remarks Rupert Walker, Regional Editor, Fund Selector Asia |
REGISTER NOW
This invitation-only event is designed for fund selectors and asset allocators working at local and foreign private banks, the wealth units of retail banks, family offices, wealth advisers, and domestic asset managers.
For more information about the event or assistance in processing your registration, please contact David Mills by email at E: david.mills@markallengroup.com or by phone on T: + 852 3695 5161.
Speakers
Ram Rasaratnam, CIO, Chief investment officer, Equity QI, AXA Investment Managers
Ram is the Chief Investment Officer for AXA IM Equity QI, responsible for the modelling and design of AXA IM’s quantitative investment strategies.
He joined AXA-IM in 2006 and held several positions within research and portfolio management teams, including Director of Research, Asia.
Fiona Kwok, Portfolio Manager, First Sentier Investors
Fiona Kwok is a Portfolio Manager for the Asian Fixed Income team at First Sentier Investors (‘FSI’). She joined FSI in July 2021 and is responsible for formulating investment strategies and analysing Asian portfolios, with a focus on Asian Credit and Hong Kong Dollar bonds. As a Portfolio Manager, Fiona has been voted one of the Most Astute Investors in Hong Kong local currency bonds in 2022, 2023 and most recently in 2024 by The Asset.
Rupert Walker, Regional Editor, Fund Selector Asia
Rupert Walker is an award-winning financial journalist and editor based in Asia since 2007, and he has a background as a fund manager and investment banker. He is regional editor of Fund Selector Asia in Hong Kong, where he has worked since 2019.
Cheuk Wan Fan, Managing Director, Chief Investment Officer, Asia, HSBC Global Banking and Wealth
Cheuk Wan Fan is Chief Investment Officer, Asia for HSBC Global Private Banking and Wealth (HSBC GPB&W) and acts as a member of the Global Investment Committee for HSBC GPB&W and Chair of the Regional Investment Committee in Asia. In this capacity, she oversees the Chief Investment Office in Asia focusing on developing investment strategies and themes across all asset classes for clients in the region. She is also responsible for driving investment content and regional product fulfillment strategies in Asia.
Andrew Hendry, CEO Asia, Janus Henderson Investors
Andrew Hendry is CEO Asia at Janus Henderson Investors. His primary focus is to maintain, grow and diversify the business across AxJ. Prior to joining the firm, he was head of distribution Asia Pacific at Aberdeen Standard Investments from 2018. He was a managing director at Westoun Advisors from 2016 and head of Asia Pacific, managing director with M&G Investments from 2011. Andrew began his career at The Capital Group Companies in 1998.
John Cheng, Managing Director, Head of Managed Solutions, LGT Bank
John is responsible for managing the multi-asset funds solutions platform for LGT’s Asian clients. John and his team are engaged in end -to-end funds due diligence canvassing both the public and private asset classes and are tasked with identifying, positioning and advising on best-In-class managed solutions across the carefully curated platform.
Connie Sin, Head of Funds and Alternatives, International Wealth Management, Nomura
Connie Sin joined Nomura in 2024 as Head of Funds and Alternatives for International Wealth Management. She is responsible for leading and developing strategies for the managed funds business across the region by balancing innovative product offerings with strong advisory services. She also brings a client-focused approach to alternative investments.
Huang Jing Jing, Senior Vice President and Product Strategist, PIMCO
Ms. Huang is a senior vice president and product strategist in the Hong Kong office, focusing on global and Asia credit offerings. Prior to joining PIMCO in 2019, she worked at Morgan Stanley Investment Management in New York in the solutions and multi-asset group and at J.P. Morgan Asset Management in Hong Kong, where she was a client portfolio manager covering Asia fixed income and global bond strategies. She holds an MBA from Columbia Business School and an undergraduate degree in economics and finance from the University of Hong Kong.
Heather Lei, Head A&S Investment Funds, North Asia, UBS Global Wealth Management
Heather Lei joined UBS in 2021 as an Investment Funds Specialist. Prior to joining UBS, Heather was a Director of Intermediaries Distribution at M&G Investments. Heather has also held positions as Head of Sales and Director of Distribution at asset management companies including Henderson Global Investors (later known as Janus Henderson Investors). Heather started her career at Standard Chartered Bank as a Relationship Manager, providing financial management strategies to clients.
Heather has over 17 years of industry experience and holds a Master’s degree in Linguistics from Lancaster University, United Kingdom.
