In a world in which a huge portion of the world’s highest quality fixed income has collapsed into negative yield territory and in which the pandemic has thoroughly muddied many of the economic, fiscal and credit waters around the world, how should Asia’s wealthy private clients, for long keen buyers of fixed income in many guises, position their portfolios? What role should fixed income, or possibly private debt, play? With interest rates so incredibly low globally, is leverage back on the table, or is there simply too much uncertainty? What should they be buying and how? Sovereign of other AAA multi-lateral debt? Munis? Sector-specific corporate paper? Developed world? Emerging market, and if so which region(s)? Chinese paper, as it opens its truly vast debt markets? High yield? Dollars? Euros? Yen? Local currency Asia? Single bonds? Bond Funds and Fixed income ETFs? And how about particular strategies, such as Fixed Maturity Portfolios, or other more engineered methods to combine return with peace of mind on the credit front? What about the more illiquid, alternative private credit market, what are the experts recommending in that segment and why? And how does this all tailor in to the Asian HNW and UHNW investor psyche and outlook?

These and other vital questions relating to the world of fixed income and credit will be debated in the Hubbis Digital Dialogue of November 26.

Watch this dialogue on demand

 
Nov 26

Asian HNW and UHNW Investors and the search for Income

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Adrian Chew

CSOP Asset Management

Simon Godfrey

EFG Bank

Christina Kautzky

Credit Suisse Asset Management

Laurent Lequeu

Lumen Capital Investors

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  • 15.00pm

    Asian HNW and UHNW Investors and the Global Fixed Income and Credit Markets

    • What is the role of income in a client’s portfolio?
    • How much income do they need?
    • What are the best options to find yield today?
    • What level of risk is acceptable?
    • What’s the role of ETFs today?
    • How can you access the growing opportunity in the China fixed income and credit markets?
    • What sources of yield enhancement are not fixed income, and why is the nature of risks different?
    • The flooding of the world’s financial markets with global central bank in truly remarkable, some might say frightening for the future generations, so what does the panel think about the world of fixed income risk and reward amidst this unprecedented environment?
    • Where can investors find value as well as relative safety at this time?
    • What strategies should investors be adopting for their portfolios in terms of overall allocations to FI and credit?
    • Within their FI and credit portfolios, how should they be allocating within the different segments, in other worlds Developed Sovereign, EM Sovereign, Municipals, High-Rated Corporate, High-Yield, Private Credit?
    • Which currencies should investors be in, especially bearing in mind recent dollar weakness and the spectre of the US election?
    • Which regions offer the best combination of manageable risk and reward?
    • Should it be a fixed or variable allocation?
    • How to diversify within the fixed income theme and why?
    • What kind of vehicles to invest in? Direct public markets, private markets, FMPs or Funds? Pros and Cons.
    • The property and leasing markets took a hit due to coronavirus this year, why do you think REIT is still an appealing asset class at the moment?
    • As an ETF issuer, why do you think an ETF wrapper makes sense for investors seeking to capture yields in the REITs sector?
    • How have REITs performed in the current low yield environment and how do yields compare to other asset class?
    • How do you anticipate this strategy will be used in a portfolio context from both institutional and retail clients?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Simon Godfrey

    Senior Vice President, Head of Products

    EFG Bank

    Laurent Lequeu

    Head of Portfolio Management

    Lumen Capital Investors

    Christina Kautzky

    Head of Distribution for Asset Management in Non-Japan Asia

    Credit Suisse Asset Management

    Alex Yang

    Vice President, Institutional Solutions

    Samsung Asset Management

    Carlos Gonzalez-Florenzano

    Portfolio Management and Wealth Management

    Lyra Capital

    Adrian Chew

    Vice President, Sales and Product Strategy (S.E.A)

    CSOP Asset Management

    Dr Sean Chang

    Head of Fixed Income and Cash Management

    Ping An of China Asset Management (Hong Kong)

  • 16.00pm

    Webinar Ends

Nov 26

Asian HNW and UHNW Investors and the search for Income

3.00pm - 4.00pm HKT/SGT

Speakers

Adrian Chew

CSOP Asset Management

Simon Godfrey

EFG Bank

Christina Kautzky

Credit Suisse Asset Management

Laurent Lequeu

Lumen Capital Investors

Alex Yang

Samsung Asset Management

Carlos Gonzalez-Florenzano

Lyra Capital

Dr Sean Chang

Ping An of China Asset Management (Hong Kong)

Nov 26

Asian HNW and UHNW Investors and the search for Income

3.00pm - 4.00pm HKT/SGT

Sponsors

platinum

Nov 26

Asian HNW and UHNW Investors and the search for Income

3.00pm - 4.00pm HKT/SGT