Fund Selector Asia will be hosting the FSA Investment Forum Singapore lunch briefing on Tuesday, 19 March 2024.
About the event
Date: Tuesday, 19 March 2024
Time: 12:00pm – 2:00pm
Venue: Raffles Hotel Singapore
Fund Selector Asia is delighted to host the FSA Investment Forum Singapore lunch briefing on Tuesday, 19 March at Raffles Hotel Singapore.
It is again a year of many economic and political uncertainties. In this environment, investors need to have well-defined strategies, but also must be tactically agile to generate returns, mitigate risks and preserve capital.
The Investment Forum Singapore aims to provide insights and stimulate debate about the best strategies and tactics to adopt, and to explore the investment opportunities in a range of asset classes in the public and private markets and across countries and regions.
Key reasons to join the event include:
- Expert presentations from leading global investment managers
- Insights and advice from our panel speakers on portfolio strategy and asset allocation
- Share and hear the views of your industry peers
- Opportunities to strengthen relationships with existing contacts and to build new ones
REGISTER NOW
This event is designed for fund selectors and gatekeepers from private/retail banks, wealth managers, and family offices.
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
| 11:35am | Registration and refreshments |
| 12:00pm | Welcoming remarks Rupert Walker, regional editor, Fund Selector Asia |
| 12:05pm | Presentation: 2024: The golden year for fixed income? With central banks having reached peak interest rates, geopolitical tensions rising and a presidential election in the US, 2024 looks set to be another unpredictable year. Pierre will provide an overview of the current investment landscape, explore how the recent global rate cycle will impact fixed income portfolios, and how best to position your investments to capture opportunities. Pierre Chartres, investment director of Fixed Income, M&G Investments |
| 12:25pm | Presentation: Real Assets: Opportunities and risks in the new market regime Real assets offer the ability to deliver attractive full cycle returns. Cohen & Steers is the world’s largest active manager specialising in liquid Real Assets. Learn how to include real assets in a well-diversified portfolio to potentially improve risk-adjusted portfolio returns without sacrificing growth potential. Michelle Butler, senior portfolio specialist, Cohen & Steers |
| 12:45pm | Lunch |
| 1:00pm | Presentation: Asia Fixed Income: Timing and locking in yields amidst the end of rate hiking cycle There are a lot of reasons why Asia bonds are a compelling choice for investors seeking yield. With the likelihood Asia will benefit sooner than developed markets from the end of the rate hiking cycle, we consider now a good time to lock in the high yields in Asia fixed income. Yet, selectivity remains key given the return dispersion between winners and losers. Listen to this presentation to discover where to find opportunities in both Asia investment grade and high yield space with an active approach while managing risks such as further rate hikes and China headwinds. Jeremy Huang, senior vice president, portfolio manager and credit analyst, PineBridge Investments |
| 1:20pm | Panel discussions: Generating alpha while managing risk – What are the likely economic scenarios for 2024? – What will be the major investment themes this year and beyond? – Which asset classes and sectors should perform best during the year? – Should investors look beyond conventional asset classes and categories? – Which markets in Asia are likely to offer the highest risk-adjusted returns? – What alternatives offer the best opportunities? – What are the greatest risks to markets? Rupert Walker, regional editor, Fund Selector Asia Michelle Butler, senior portfolio specialist, Cohen & Steers Pierre Chartres, investment director Fixed Income, M&G Investments Jeremy Huang, senior vice president, portfolio manager and credit analyst, PineBridge Investments |
| 1:50pm | Closing remarks Rupert Walker, regional editor, Fund Selector Asia |
REGISTER NOW
This event is designed for fund selectors and gatekeepers from private/retail banks, wealth managers, and family offices.
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
Rupert Walker, regional editor, Asia, Fund Selector Asia
Rupert will be chairing the event and is an award-winning financial journalist and editor with a background as a fund manager and investment banker in London and Singapore. He was educated at Oxford and London universities, and is a CFA charter holder.
Michelle Butler, senior portfolio specialist, Cohen & Steers
Michelle Butler is a Real Assets Portfolio Specialist, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities. Her primary responsibility is articulating the investment teams’ process, positioning, and investment outlook. She joined the firm in 2013 and has 28 years of investment-related experience. She is based in New York.
Pierre Chartres, investment director Fixed Income, M&G Investments
Pierre is an Investment Director in the fixed income team. His role involves explaining the investment philosophy, process and performance of M&G’s fixed income fund range, as well as providing updates on overall financial market performance, investment trends and the economic outlook.
Before joining M&G in 2013, Pierre worked at BNY Mellon Asset Management for seven years, most recently as a portfolio strategist designing, developing and managing multi-asset investment solutions. Prior to that, he spent two and a half years at Natixis Asset Management in Paris.
He holds a Masters-level degree in business and finance from ESSCA Business School, Angers, France and is a CFA charterholder.
Jeremy Huang, senior vice president, portfolio manager and credit analyst, PineBridge Investments
Jeremy Huang joined PineBridge Investments in 2017 as a Credit Analyst in the Asia Fixed Income team. Prior to joining PineBridge, Mr. Huang was a Asian Fixed Income Analyst at Tokio Marine Asset Management International covering Asian property, energy and China SOE/LGFV sectors. Prior to this, Mr. Huang was an Asian Fixed Income Analyst at UBS Investment Management, where his primary coverage included US dollar-denominated credits from Hong Kong and China. Mr. Huang has an MSc Finance from Warwick Business School and BEng Aerospace Engineering degree from Nanyang Technological University. He is also a CFA Charterholder.
