Venue
Online

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Event Date Thu Jan 6 HKT (16 days ago)
In your timezone (EST): Wed Jan 5 11:00am - Wed Jan 5 11:00am
Location Online
Region APAC
Details

As we turn the page into 2022, the first Hubbis Digital Dialogue of the year will concentrate on the continuing search by private clients for yield across the world of fixed income and credit. Our panel of experts will 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 DPM mandates, investing more through active funds, or more through ETFs. 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 are most appealing in 2022, and why, whether this is an increased allocation to sovereign debt, or to high yield, and if so where, or perhaps to European credit, or broadly to Asian/EM fixed income, and whether China is increasingly in their sights. 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 winding back of the G7 QE tsunami towards ‘normalisation’, and how different regions of the world will react.

The topics we will be discussing include:
• What are some of the opportunities and challenges for the year ahead?
• What does higher interest rates mean for the fixed income and credit markets?
• Within their fixed income portfolios, how should they be allocating amongst sovereign, credit, high yield, and how should they split between developed market or EM paper?
• What role should leverage play in Asia’s HNW and UHNW fixed income portfolios in the anticipated environment ahead?
• What is the 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?
• Has the popularity of fixed income ETFs has been growing significantly globally? What is the landscape in Asia in comparison to Europe and the US?
• Institutional investors increasingly use fixed income ETFs in portfolio construction, what are the main reasons?

Speakers

2022 Speakers

Maximilian Hoenigsmann
Managing Partner, Corecam Capital Partners

Tariq Dennison
Wealth Manager, US-Asia, GFM Asset Management

Frederick Chu
Head of ETF Business, Executive Director - Asset Management, Haitong International Asset Management

Stephen Fisher
Principal & Chief Investment Officer, First Degree Global Asset Management

Anson Chow
Institutional Sales & Trading, Jane Street

Sponsors & Partners

2022 Partner

• Haitong