27 April

All timings in SGT/HKT

3:00 pm - 3:30 pm
Panel One: Regional Perspective: Riding the rebound across ASEAN

After a challenging start to 2022, driven primarily by the war in Ukraine rather than the pandemic, how do the region’s leading banks view the rest of the year? With connectivity returning, ASEAN clients and their bankers expect an increase in cross-border investments and cross-market business. Is the recent UOB acquisition of Citi’s consumer banking franchise a harbinger of more M&A activity? What innovative partnerships between traditional and non-traditional financial institutions will come online? Will the next stage of ESG investing translate into more granular themes and impact investing? How will the return of inflation impact client demand and product flow throughout the coming year?

Moderator: Paris Shepherd, Managing Director, Asia, Citywire Asia

Panellists:

• Alvin Lee, Head Group Wealth Management & Community Financial Services Singapore, Maybank Group
• Arlene Joan R. Tanjuaquio-Agustin, Senior Vice-President, Head, Private Banking Group, UnionBank of the Philippines
• Wilson Han, Head Of Wealth Management & Bancassurance, AmBank Group
  

3:35 pm - 4:00 pm
Candriam: Climate change, a multi-decade investment opportunity

The World Bank expects $4 trillion of investment over the next 15 years in the effort to restrict the global rise in the post-industrial temperature to well below 2⁰C. By investing in a climate solutions strategy, you become part of the global transition to a low-carbon economy, with opportunities in energy efficiency, renewable energy sources, low-carbon transport solutions & waste and pollution management.

Presenter: Marouane Bouchriha, Senior Fund Manager, Candriam

 

4:05 pm - 4:30 pm
Capital Group: The power of dividend growers and high dividend yielders

Dividend growth can offer a measure of resilience against interest rate hikes and market volatility. Equally important is the ability to capture sustainable sources of income, particularly during a global growth slowdown. For more than 30 years, our global multi-asset strategy Capital Income Builder has navigated multiple market environments with a focus on delivering an average yield higher than US stocks and a growing income stream over time.

Presenter: Christophe P. Braun, Investment Director, Capital Group

 

4:35 pm - 5:00 pm
EFG Asset Management: Sustainability in High Yield

Why taking a sustainable approach can enhance returns in high yield.

Presenter: Mark Remington, Portfolio Manager, EFG Asset Management

 

5:00 pm - 5:30 pm
Panel Two: Malaysian Perspective: Re-opening to the world

Following the decisive victory for the Barisan Nasional party in the recent Johor vote, the timetable for the next national election in Malaysia may be brought forward. How will the expected return to more domestic stability impact the banking sector and client demand for offshore assets? What is the latest on the integration of ESG into Shariah-compliant formats? Technology, China and US focused assets were popular with Malaysian clients in 2021, will they continue to capture investor attention this year? Will real assets attract more attention in an inflationary environment? How will regulatory changes shape opportunities and access?

Moderator: Ridhima Sharma, Investment Content Writer, Citywire

Panellists:

• Ai Mei Chan, Chief Marketing & Distribution Officer, Affin Hwang Asset Management Berhad
• Danny Chang, Head of Managed Investments and Investment Advisory, Standard Chartered Bank
• Jonathan Lee, Head, Investment Strategist Group Wealth Management, Malaysia, Maybank Group

 

28 April

All timings in SGT/HKT

10:00 am - 10:30 am
Panel Three: Thailand Perspective: The Kingdom is back

As pandemic restrictions lift, businesses throughout Thailand are keen to get back to work, welcoming tourists and easing supply chain bottlenecks. Domestic governance considerations have returned as the military leadership contemplates an earlier-than-expected reinstatement of elections. Foreign investment funds had another banner year in 2021, with the total net asset value of equity funds reaching a record THB 1.6tn ($42.7bn), a thumping increase of over 26% compared with the previous year. Global equity and China equity funds gathered the most assets, while locally-invested funds continue to underwhelm and shed assets. Where will investor demand be strongest this year and, in particular, how will the ESG investment mindset mature in Thailand? How will the emergence of new digital players and innovative tie-ups between traditional and non-traditional financial institutions impact the industry? As the most internationally accessible market in ASEAN, how will Thai regulation evolve to encourage further onshore/offshore business?

Moderator: Paris Shepherd, Managing Director, Citywire Asia

Panellists:

• Joseph Caceres, Managing Director, Head of Investment Solutions, SCB Julius Baer
• Surakiat Kahaboonsirihansa, Head of Wealth Research, Bangkok Bank
• Sutthiroj Sitiwatananon, Head of Foreign & Alternative Investment, One Asset Management
  

10:35 am - 11:00 am
Capital Group: Weathering the storm: Investing in global champions

Successful multinationals have a track record of being nimble and adaptable, and therefore are more likely to withstand changing market conditions. Our New Perspective strategy invests in global champions and companies that can become global champions, which can provide an attractive combination of structural growth and resilience. One distinguishing feature of the strategy is the consistency and resiliency of return generation in a variety of different market environments over the long term.

Presenter: Andy Budden, Investment Director, Capital Group

 

11:05 am - 11:25 am
Presentation: An eventful 2022 - a macro perspective

The start of 2022 has seen macroeconomic and political considerations move to the forefront of client concerns, impacting decisions, risk appetite and portfolio construction. How has the situation in Europe translated to Asia and client concerns? Will the evolving covid situation in Shanghai and Mainland China further disrupt expectations? How will the return to travel and movement post-covid translate into opportunities for private clients in Asia?

Presenter: Gareth Nicholson, Chief Investment Officer and Head of Discretionary Portfolio Management, Nomura International Wealth Management