Fixed Income & FX Leader Summit APAC 2019

17 - 19 September, 2019

The Westin, Singapore

65 6722 9455

Callum Henderson, Senior Director, Economic Analysis at Caisse de dépôt et placement du Québec (CDPQ)

Callum Henderson


Senior Director, Economic Analysis
Caisse de dépôt et placement du Québec (CDPQ)

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 Callum.

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