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As we turn the page into 2023, many investors are still reeling from the speed and scale of rate hikes across the developed world in 2022. But with all that comes some positivise, as coupons as well as spreads offer private clients yields that even in late 2021 they might not have imagined seeing for many years ahead. But now rates are much higher, how do private clients play the world of fixed income and credit?This Digital Dialogue – exclusively supported by Allspring Global Investments - will concentrate on the new search by private clients for risk-managed yield across the world of fixed income and credit. Our panel of experts will try to analyse where interest rates are heading, where there is the best alignment of returns, stability and liquidity, and how private clients should approach the opportunities that might lie ahead, such as allocating more to government bonds, to DPM mandates, investing more through active funds, ect. And they will discuss where the world of ESG aligns neatly with these fixed income strategies and approaches to tick more of the boxes that investors want to pursue today so that the search for yield, security and liquidity is also a search for transparency and sustainability.
The panel will discuss which regions, which countries, and which segments might be the most appealing in 2023, and why, whether there should be largely an increased allocation to sovereign debt, or to credit, to subordinated paper, to corporate high yield, or to all of those. They will scrutinise how wealthy private investors should slice and dice their fixed income portfolios, for example, whether they align with the indices or whether as private clients they are better off pursuing an entirely different portfolio curation to the global institutional investor community, which of course is driven more by indexing, weightings and benchmarks.
Underling all their prognostications, the panel will paint a picture of the backdrop of economic momentum, or the lack of it, rising (and potentially sustained) inflation, the ongoing winding back of the G7 QE tsunami towards ‘normalisation’, and how different regions of the world are likely to react.
Fixed Income & Credit – Opportunities and Challenges for the...
3.00pm - 4.00pm HKT/SGT

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Henrietta Pacquement
Allspring Global Investments

Paul Gambles
MBMG Group

Gareth Nicholson
Nomura

Abhilash Narayan
Standard Chartered Bank
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3.00pm
Fixed Income & Credit – Opportunities and Challenges for the Year Ahead
- Where are the best opportunities in fixed income and credit it 2023?
- What is happening to interest rates and fixed income yields globally, why and what is the outlook?
- Are the G7 central banks now intent on further tightening in the face of the ongoing threat of inflation, or tempering their tough stance in favour of supporting economies and avoiding recessions? And if so, what does that mean for fixed income?
- What should investors be buying in 2023? Developed market sovereign debt? EM sovereign paper? High grade corporate credit? High-Yield? And if so, from which markets/regions?
- What allocations should clients be making to fixed income as a percentage of their total portfolios, and why?
- What role should leverage play in Asia’s HNW and UHNW fixed income portfolios in the anticipated environment ahead?
- What about the prospects for yield and income from structured products and other more esoteric investment structures?
- What about duration and the yield curve? Is there a sensible trade-off between short-term and longer-dated paper in the fixed income markets?
- What about private debt paper? Is there a compelling equation for locking up money for longer periods in order to bypass volatility and to gain enhanced returns?
- How about China and its vast, liberalising fixed income markets, and if China, where can investors find the right combination of yield, stability, and liquidity?
Moderator
Speakers
Henrietta PacquementSenior Portfolio Manager and Head of Global Fixed Income
Allspring Global Investments
Gareth NicholsonChief Investment Officer and Head of Discretionary Portfolio Management, International Wealth Management
Nomura
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4.00pm
Webinar Ends
Fixed Income & Credit – Opportunities and Challenges for the...
3.00pm - 4.00pm HKT/SGT


Henrietta Pacquement
Allspring Global Investments

Paul Gambles
MBMG Group

Gareth Nicholson
Nomura

Abhilash Narayan
Standard Chartered Bank
Fixed Income & Credit – Opportunities and Challenges for the...
3.00pm - 4.00pm HKT/SGT

Fixed Income & Credit – Opportunities and Challenges for the...
3.00pm - 4.00pm HKT/SGT