Fund Selector Asia will be hosting our flagship Investment Forum in Singapore on Thursday, 6 March 2025.
About the event
Date: Thursday, 6 March 2025
Time: 11:30am – 2:00pm
Venue: Pan Pacific Hotel, Singapore
Fund Selector Asia is delighted to host our FSA Investment Forum Singapore lunch briefing.
The beginning of 2025 has already shown there’s no escaping rollercoaster markets, uncertain macro dynamics and continuing geopolitical tension. In response, investors must be agile as they strive to curate well-defined portfolios which can generate returns while also mitigating risks and preserving capital.
With this goal in mind, the event aims to share perspectives, provide insights and stimulate debate about the likely strategies, assets and markets with the potential to help fund selectors and allocators navigate a tricky investment landscape to deliver resilient, diversified and high-performing portfolios.
Key benefits for you from attending include:
- Hear in-depth presentations on timely investment themes from leading global managers
- Benefit from insights from our panel speakers on portfolio strategy and asset allocation
- Participate in intimate conversations with your industry peers
- Strengthen relationships with existing contacts and build new ones
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 and independent wealth advisers.
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.
Agenda
| 11:30am | Registration and refreshments |
| 12:10pm | Welcoming remarks Andrew Crooke, contributing editor, Fund Selector Asia |
| 12:15pm | Fireside chat: Scenario setting – Dealing with a divided world – How are global macro and geopolitical narratives shifting? – What impact will various “America First” policies have on US and global economies in 2025? Will they backfire? – What are the drivers and prospects for China’s economic growth? – How will Asean be affected in the short and long term? – What key risks are we under-estimating, both in emerging and developed economies? – How can investors plan portfolio strategy amid today’s dynamic environment? Andrew Crooke, contributing editor, Fund Selector Asia Priyanka Kishore, founder and principal economist, Asia Decoded |
| 12:30pm | Presentation: Blind tasting in global fixed income Just as a blind tasting removes labels to focus on quality, this session looks to challenge preconceptions in global fixed income. We take a fresh look at Emerging Market and Asia credit, highlighting why less popular segments of fixed income deserve attention. Gain insights into key market trends, evolving risks and actionable strategies to navigate today’s dynamic fixed income with an open and informed perspective. Alan Siow, co-head of emerging markets corporate debt, Ninety One |
| 12:50pm | Lunch |
| 1:05pm | Presentation: EM fixed income in 2025: What are investors missing? Increased geopolitical risk and the Trump 2.0 playbook is likely to generate volatility within Emerging Markets in 2025. In this session, JC will examine the need to disrupt the usual rationale towards emerging markets investing under this new regime and the potential for return of capital flows back to Emerging Markets. JC will be covering blind spots and potential surprises for emerging markets investors. He will address key questions regarding top-down macro uncertainties such as fiscal and monetary factors in the US impacting emerging markets as well overlooked idiosyncratic emerging markets themes on credit , FX and rates sides. JC Sambor, head of emerging markets debt, TT International |
| 1:25pm | Panel discussions: Steering portfolios through uncertain times Asset allocation: what are the main drivers of investment decisions to navigate current macro and geopolitical dynamics? – Liquidity: how much of a priority should it be in asset allocation today? – Diversification: in what ways should investors look to achieve this? – TAA: how “active” do investors now need to be? – Portfolio strategy: where are the investment hotspots, and what do portfolios need to be wary about? – Risk vs return: how can we achieve the right balance? – New mandates: do we need to adapt or re-prioritise selection criteria? Alan Siow, co-head of emerging markets corporate debt, Ninety One Gareth Nicholson, chief investment officer and head of managed investments, International Wealth Management, Nomura JC Sambor, head of emerging markets debt, TT International |
| 1:50pm | Closing remarks Andrew Crooke, contributing 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 and independent wealth advisers.
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
Andrew Crooke, contributing editor
Andrew is a business journalist and editor for 25 years, he has far-reaching experience across the financial industry. For the past 22 years, he has run online content, publications, events and bespoke projects across Asia Pacific & the Middle East – for large publishing houses, family-run, entrepreneurial firms, and his own content consulting business.
Priyanka Kishore, founder and principal economist, Asia Decoded
Priyanka Kishore is the Founder and Principal Economist of the macroeconomic consultancy Asia Decoded. With two decades of experience across Asian markets, she advises policymakers, think tanks, corporates, and institutional investors on the region’s long-term economic trends, trade dynamics, climate impact and policy imperatives. A regular columnist for Nikkei Asia, Priyanka frequently appears on Bloomberg, CNBC, BBC, CNA, and other global media platforms. Previously, she was the Chief India and Southeast Asia Economist for Oxford Economics. Before that, she held senior economist and strategist roles in the banking sector, where she built her reputation as an expert on financial and economic trends in Asia.
Alan Siow, co-head of emerging markets corporate debt, Ninety One
Alan is Co-head of Emerging Markets Corporate Debt and Co-portfolio manager of the Emerging Markets Corporate Debt, Emerging Markets Investment Grade Corporate Debt and All China Bond strategies. Prior to joining the firm, Alan worked at BlueBay Asset Management where he was a portfolio manager specialising in Emerging Markets. From 2008 to 2011 Alan worked at Alchemy Special Situations as an executive responsible for European distressed debt and special situations investing. Prior to Alchemy, Alan was a vice president in fixed income at Citigroup Salomon Smith Barney. Alan started his career at Deloitte in Australia.
Gareth Nicholson, chief investment officer and head of managed investments, International Wealth Management, Nomura
Gareth Nicholson joined Nomura in July 2021 as Chief Investment Officer and Head of Discretionary Portfolio Management for International Wealth Management. He is based in Singapore.
Gareth works closely with Nomura’s Global Markets and Investment Banking businesses to expand the firm’s product offerings and spearhead a streamlined, solutions-driven coverage effort for high-net-worth clients, external asset managers and family offices. With a strong institutional investment background, he creates and manages DPM strategies for fixed income, equity and multi-asset portfolios, while providing risk management support.
JC Sambor, head of emerging markets debt, TT International
Jean-Charles “(JC)” Sambor is TT’s Head of Emerging Markets Debt. Before joining TT, JC worked at BNP Paribas Asset Management for almost eight years as Head of EM Fixed Income and was Lead Portfolio Manager of the EM Debt strategies. Prior to this, JC was CEO of IIF (Institute of International Finance) Asia Pacific Ltd and Regional Director. He also worked at TCW and a large hedge fund. JC started his career as an Emerging Markets economist with Société Générale. He is an alumnus of UCLA and received an MA in International Financial Economics from UPMF. JC is also an alumnus of École Normale Supérieure and received an MA in Philosophy from Sorbonne University.
