On 19 November, Fund Selector Asia is hosting an exclusive breakfast briefing for fund selectors and distributors in Singapore. 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: Tuesday, 19 November 2024
Time: 8:30am – 10:35am
Venue: The Fullerton Hotel
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 Amanda Lee, Director and Head of Portfolio & Traditional Specialist – Asia Pacific, Citi Global Wealth Investments Jean Maunoury, Deputy CEO, CIO Research & Investment, iM Global Partner Andrew Hendry, CEO Asia, Janus Henderson Investors Noli de Pala, Chief Investment Officer, TriLake Partners |
| 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 Ecaterina Bigos, CIO, Core Investment, Asia ex-Japan, AXA Investments Managers John Ng, Co-Head of Managed Solution Sales, DBS Bank Nigel Foo, Head of Asian Fixed Income, First Sentier Investors James Cheo, Chief Investment Officer, Southeast Asia and India, Global Banking and Wealth, HSBC |
| 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
Ecaterina Bigos, CIO, Core investment, Asia ex-Japan, AXA Investment Managers
In her current leadership role as CIO Core Investment for Asia ex-Japan, Ecaterina represents AXA Investment Manager’s strategies and investment views across asset classes, in media and with clients in Asia, enabling them to uncover global investment opportunities. Integral part of the AXA IM’s Investment Institute with focus on macro, asset class, sustainability, and thematic insights. She contributes to the development of investment and implementation views alongside our portfolio managers, and research team.
Amanda Lee, Director and Head of Portfolio & Traditional Specialist – Asia Pacific, Citi Global Wealth Investments
Amanda Lee is responsible for driving the sales and marketing efforts for Citi Discretionary and Mutual Funds business across all client segments in Asia Pacific and has over 24 years of experience within the financial industry. Prior to joining Citi, she spent 12 years at JP Morgan Private Bank where she held various senior roles including investment marketing, mutual fund specialist, managed fixed income specialist, and most recently, Asia managed solutions specialist.
John Ng, Co-Head of Managed Solution Sales, DBS Bank
John has over 30 years’ banking and investment experience. The first 11 years was spent in corporate banking and project finance, then subsequently to asset management as investment analyst and portfolio manager. The last 18 years has been with the investment divisions of private banks, first with ING Private Bank and Bank of Singapore as head of research and head of product marketing. Since 2017 he has been with DBS Bank, first setting up the Portfolio Counseling team and heading the funds business. He now co-heads managed solution sales.
Nigel Foo, Head of Asian Fixed Income, First Sentier Investors
Nigel Foo is the Head of Asian Fixed Income at First Sentier Investors (‘FSI’). He is responsible for formulating investment strategies across both Global and Asian fixed income. He is also the lead portfolio manager for two of our flagship strategies namely the Asian Quality Bond and the Asia Strategic Bond. Prior to joining FSI in 2010, Nigel spent six years with State Street Global Advisors as a fixed income portfolio manager where he gained extensive experience managing one of the largest Asian local currency bond funds in the region, amongst other global fixed income mandates.
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.
James Cheo, Chief Investment Officer, Southeast Asia and India, Global Banking and Wealth, HSBC
James Cheo is a member of the Global Investment Committee for Private Banking and Wealth Management and also a member of the Regional Investment Committee in Asia. In his role, he spearheads the development of investment strategies across all asset classes for private banking and wealth management clients in Southeast Asia and India.
Jean Maunoury, Deputy CEO, CIO Research & Investment, iM Global Partner
Jean Maunoury has 23 years’ experience in Asset Management. He has supported iM Global Partner since its launch in 2013 and is a deputy CEO and CIO of Research and Investment, in charge of the identification, due diligence and monitoring of iMGP Partners. From 2000 to 2013, Jean worked at Edmond de Rothschild Asset Management and Natixis Asset Square, where he managed funds of funds and conducted due diligence on hundreds of managers.
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.
Noli de Pala, Chief Investment Officer, TriLake Partners
Noli has worked in the financial services industry across four continents for over 30 years. After working as a financial consultant for AXA in Los Angeles, Noli joined UnionBank of the Philippines in 1996 where he headed trust and investment services and later, market risk management. In 2002 he moved to HSBC where he handled marketing, product development and training for the wealth management business. He was then assigned to HSBC‘s offshore banking headquarters in Jersey (United Kingdom) to train the bank’s financial advisers around the world from 2005-08. He returned to Manila to head HSBC’s trust department before joining EastWest Bank where he was the trust officer and chief investment officer.
He joined Singapore asset manager TriLake Partners Pte Ltd as their chief investment officer in 2016.
