Day 1 - Wednesday 18th September 2019
Wednesday, September 18th, 2019
The geo-economic issues that investors need to keep an eye on haven’t changed much in the last couple of years. America First, Brexit, China’s re-balancing, and a slowdown in global economic growth, all continue to dominate the agenda in the financial market.
- Global slowdown: Where are we in the global economic cycle? Will 2020 witness another recession?
- Trade wars, geo-politics and central bank intervention: What are the economic fundamentals that will impact currency movements in 2019/20?
- What does the US-China tariff conflict mean for the world and its economic order?
- China’s economic slowdown and risks: What is the impact on the rest of Asia?
- Government and central bank policies: How will central banks react and will the tools of the last recession be as effective?
- Does the various uncertainties affect Asia fixed-income investing? And what can investors expect with respect to Fed’s next policy move? What are the implications for investors?
Day 2 - Thursday, September 19th 2019
Thursday, September 19th, 2019
Fixed income markets have undergone significant structural change since the 2008 financial crisis. These seismic shifts are forcing investors to adapt to a new market paradigm that will challenge not only how they trade fixed income, but what types of products they use to build bond portfolios and manage risk.
In this Session, our speakers will examine the evolution of the bond market through three interconnected lenses: the liquidity environment, market structure and product preferences. All three are changing in the post-crisis era with implications for the shape of the future bond market and investors.
- How can you invest in the current market conditions and what are the risks and trading opportunities in times of structural transformations?
- Is the current market volatility conducive for investors to take a lot of risks?
- What do all these mean for the broad dollar trend and will dollar appreciation continue?
- With rate hikes affecting bond portfolios negatively, how can you better safe guard your portfolios and returns?
- Has quantitative easing ruined the investor landscape and will there be a further tightening of monetary policy by central banks?