Laura Lui on why Bonds ETF still have an important role in diversifying portfolios and preserving capital

02/02/2023


With a bachelor’s degree in actuarial science, Laura switched to trading having developed an extreme passion for Exchange Traded products, including ETFs in her early career.

It was this passion that drove Laura to join an advisory firm, Mirae Asset to run their ETF team in Asia outside of Korea and where she met her partners at Premia Partners. Premia decided to develop missing products in Asia and provide strategies that are not yet available by mainstream ETF providers. As one of the top 10 youngest ETF Managers, Premia have an impressive AUM, ranking 7 in the top 10 in Hong Kong.

A force to be reckoned with, Laura talks us through the predominant factors impacting the markets and despite coping well with inflation and recession threats, why Asian credits have seen substantial Mark to Market losses and when she expects to see more momentum. Because of the economic recovery, we're seeing some steady signals already. And also, with the surging domestic consumption, we are seeing foreign investments returning to the region. And also, yeah, just in general, we're seeing signs that the region will be recovering.

We gain Laura’s insights on:

  • Predictions on interest rate improvements and why if we're not seeing an outright downward shift in terms of the yield curve - what this could imply.
  • How SEA coped with inflations and why it matters now Why it’s becoming more sensible for bond investors to consider fixed-income ETFs in their portfolios
  • Investor interests: an ageing population, the green economy, robotics and automation, the middle cars or consumption upgrade domestically.

Watch the video now.


"This interview was taken in Nov 2022*