Asian Fixed Income: A Core For Driving The Future

Date:
7 September, 2018
Time:
8:30am – 1:15pm
Venue:
Fullerton Hotel, Singapore

Overview

Senior Asia-based product gate keepers from global and regional private banks join together renowned industry experts to discuss the developments in the Asian Bond market and understand how it has emerged as a growing and important asset class among global investors.

Agenda

8:30am – 9:00am Registration & Breakfast
9:00am – 9:10am Welcome Remark and Opening Comments
9:10am – 9:30am Keynote Speech & Presentation | EMEAP Initiatives to Develop Asian Money Markets and Bond Markets

– What is the Executives’ Meeting of East Asia-Pacific Central Banks (EMEAP)?
– Contributions of Asian Bond Fund (ABF)
– Highlights of the EMEAP Money Markets Survey Report
– Issues and Policy Initiatives – Repo Markets

Keynote speaker:
Hiroto Uehara, Head of International Coordination Division, International Department, Bank of Japan

9:30am – 10:00am Global economic and fixed income outlook

– How have investors positioned throughout 2018 and what are potential events that could turn markets and sentiment as we approach the end of 2018?
– Will global growth surprise to the downside due to continued trade tension? How will this impact the bond market?
– The Fed continues to normalise its policy while other major central banks are also looking to remove quantitative easing. Is the end of the bull run for global bonds?
– What are the key risks that investors should watch out for?

Presenter:
Dwyfor Evans, Ph.D., Managing Director, Head of Asia-Pacific Macro Strategy, State Street Global Markets

10:00am – 10:35am Investment perspective: Asian fixed income – a growing, important asset class among global investors

– How has Asian fixed income emerged as a key asset class to make significant allocations to global multi-asset portfolios? Given the search for yields in the low interest rate environment, how does Asian fixed income fit in multi-asset portfolios built for regional investors?
– What is the outlook for Asian fixed income across various aspects such as medium to long-term performance, diversity and size of the accessible bond market, and research coverage?
– How do DM and EM market dynamics – such as economic growth, the prospect of rate hikes, currencies and market events – affect Asian fixed income?
– Are ETFs an effective vehicle in accessing the asset class? How does it compare to direct investments, and actively managed or indexed fixed income funds?
– What trends are you observing from institutional investors or other wealth managers?

Presenter:
Kheng Siang Ng, CFA , CAIA, Asia Pacific Head of Fixed Income, State Street Global Advisors

10:35am – 10:55am Networking Coffee
10:55am – 11:40am Leaders Conversation Panel | How private banks and wealth managers look at the market today

– What is the role of Asia FI in HNWI portfolio? What is the current and expected demand for Asian fixed income?
– How are discretionary managers currently implementing their Asia fixed income exposures? Via broader – global or emerging markets funds/mandates, or a portion of portfolio investing in Asian fixed income?
– How are discretionary managers accessing the asset class? Is active or passive approach more preferred?
– What specific markets have active managers demonstrated consistent alpha generation? What specific markets have strong potential for ETF implementation?
– Given the relative success of ETF implementation in equities, what is the potential for fixed income markets? Asia fixed income markets?
– What are the challenges facing Asset Allocation for HNWI clients here in HK/SG?

Moderators:
Andrew Shale, CEO, Asian Private Banker
Sebastian Enberg, Editor, Asian Private Banker

Conversation catalysts:
Cindy Tan, Head of Fixed Income Research, South Asia, Union Bancaire Privée
Gareth Nicholson, Head of Fixed Income – Discretionary Portfolio Management, Bank of Singapore
Hui Hoon Goh, Executive Director, Head, Fixed Income Team, IPS Global Mandate Investment Solutions, APAC, UBS Wealth Management
Kheng Siang Ng, CFA , CAIA, Asia Pacific Head of Fixed Income, State Street Global Advisors
Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Bank
Viktor Östebo, Head of Institutional Trading, Flow Traders Asia

11:40am – 12:05pm Fixed Income ETFs — Accessing liquidity and executing efficiently

– How fixed income ETFs compare to trading the basket directly
– Features of the ETF liquidity ecosystem and determinants of ETF spreads
– What is the current state of total ETF liquidity and how can hidden liquidity be accessed?
– Fixed income ETF execution — is it like trading stocks or bonds?
– Efficient execution types and spread expectations: risk vs official NAV

Presenter:
Viktor Östebo, Head of Institutional Trading, Flow Traders Asia

12:05pm – 12:15pm Closing Comments
12:15pm – 1:15pm Networking Luncheon

In partnership with

Enquires

For further information, please contact: koye.s@asianprivatebanker.com
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