Fixed Income & FX Leader Summit APAC 2019

17 - 19 September, 2019

The Westin, Singapore

65 6722 9455

Brigitte Le Bris, MD & Head of Global rates and FX at Ostrum Asset Management

Brigitte Le Bris


MD & Head of Global rates and FX
Ostrum Asset Management

Day 1 - Wednesday 18th September 2019

Wednesday, September 18th, 2019


1:40 PM All Star Panel: Assessing the top currency trends in 2019/20 – How can you best respond and adapt your portfolio in a volatile geo-political environment?

-          What will be the impact if the US federal reserve continues to increase interest rates?
-          When will global asset markets be released from the stranglehold of high US interest rates and the strong dollar?
-          Turkish Lira freefalling and Indian rupee slipping to a record low against USD in 2018 - Will these trends spark off a currency contagion in emerging markets?
-          Indonesian Rupiah and Indian Rupee coming under pressure in 2018 - Are we going to see a repeat of this next year or will we see a greater stability?
-          It is possible that certain ASEAN member states and ASEAN as a whole might face the danger of a “stroke” in exchange rates?
-          Dollar cycle and opportunities in EM currencies - Where are we in terms of the dollar cycle and what does it mean for the emerging FX markets?
-          How can you overcome the challenge of trading restricted currencies in emerging markets?

Day 2 - Thursday, September 19th 2019

Thursday, September 19th, 2019


1:50 PM All Star Panel: From divergence to convergence - What impact will the move towards quantitative tightening have on volatility and how should you position your portfolio to enhance returns?

-          We are already in the QE tightening phase - when will the tide turn and after all these rate hikes the fed has to come back and reflect how it has impacted the asset markets?
-          When  does the quantitative tightening end and what are the drivers that will end the quantitative tightening
-          What is the portfolio positioning once quantitative tightening ends and how will investors perceive on the duration risks?
-          What are the drivers that will encourage fed to make the financial conditions make more easier or accommodative?
-          Moving from QE to quantitative tightening - How it impacts and the changing monetary policy environment moving forward and what it means for investments opportunities in the market?

Check out the incredible speaker line-up to see who will be joining Brigitte.

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