Funds Selection Nexus, Hong Kong 2014
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Unfortunately, the Funds Selection Nexus is over for 2014, but if you are interested to stay informed about future events, please fill in the form below:
|8:00am – 8:55am||Registration and Coffee|
|8:55am – 9:00am||Welcome & opening comments
Andrew Shale, Publisher
Asian Private Banker
|9:05am – 9:45am||Session 1|
|9:50am – 10:30am||Session 2|
|10:35am – 11:15am||Session 3|
|11:20am – 12:00pm||Session 4|
|12:05pm – 12:45pm||Session 5|
|12:50pm – 2:00pm||Closing comments followed by luncheon|
|2:00pm – 3:00pm||Pre-arranged interviews|
HY FRN’s: Ride the rising interest rate tide
Following several years of all-time low interest rates and a global economy that is gaining
momentum, many investors are beginning to anticipate rate rises and are looking at ways they
can protect their bond portfolios from a tightening of monetary policy. High yield floating rate
notes (FRNs) can provide a natural hedge against rising rates while offering an attractive level of
income. Gordon Harding from M&G’s fixed interest team will provide an overview of the market
and introduce a new fund that can serve as an alternative to leveraged loans.
Gordon Harding, Investment Specialist, M&G Investments
Ben Cherrington, Director, Intermediary Channels, Asia Pacific, M&G Investments
Jeik Sohn, CFA, Relationship Manager, Fund Specialist, M&G Investments
The rise of the Asian Consumer
Welcome to the age of the “Asian Consumer”: a trend that is long-term and sustainable in the emerging markets, created by the increase in purchasing power of the rising middle class and with it the change in patterns of consumption.
Further driven by population growth, industrialization and urbanization across all emerging economies, consumer spending priorities are prevalent throughout the various sectors like healthcare, luxury spending, mobilization, tourism and gaming. The huge potential and increasing influence of the “Asian Consumer” presents opportunities abound.
Joohee An, Senior Portfolio Manager, Mirae Assets Global Investments
Sabrina Kwek, Sales Director, Mirae Assets Global Investments
Jacky Yung, Sales Director, Mirae Assets Global Investments
European High Yield – Is it Too Late or Is the Party Just Getting Started?
Neuberger Berman recently launched a European High Yield Bond fund, which aims to give investors access to the growing number of non-investment grade companies issuing debt in Europe. This session will introduce delegates to the Neuberger Berman fund manager, Andrew Wilmont (formerly head of European high yield at AXA and Alcentra) and his thoughts on 1) the evolution of the European high yield market (how much it has grown, whether growth is sustainable, what makes it unique), 2) what skills are required to be successful in the European high yield market, 3) current valuations in the market (whether they are attractive), and 4) the investment outlook for Europe, including fundamentals and default rate predictions. Andrew will discuss the total return expectations for 2014 and will also offer his views on how 2015 is shaping up.
Andrew Wilmont, CFA, Managing Director, Portfolio Manager for European High Yield, Neuberger Berman
Mark Serocold, Senior Vice President, Business Development, Hong Kong, Neuberger Berman
Chestnut Luk, Business Development, Hong Kong, Neuberger Berman
China Reform Dividend Starts Kicking In
Under the strong Xi leadership, China’s economy has fast-forwarded to her next stage: “Reform Dividend”. This was made possible by a lightning progress on the Renminbi internationalization. The New Capital China Equity Fund Manager, Mansfield Mok, will elaborate why he thinks the “State-owned Enterprise Reform” will become another important investment theme for China after the “Consumer Boom”, “Mobile Commerce” and “Revival of Non-Bank Financial”.
Mansfield Mok, Senior Vice President, Fund Manager, New Capital China Equity Fund, EFG Asset Management
Andrew Lee, Chief Executive Officer, Asia, EFG Asset Management
Bonny Tse, Director of Sales and Distribution, Asia, EFG Asset Management
Investment opportunities in UK equity markets
Falling inflation, positive growth in real income, further growth in employment, increased housing transactions, gently rising house prices, a dovish Bank of England – all of these are supportive to the momentum of recovery and growth in the UK. The Old Mutual UK Alpha Fund is focused on maximising long-term capital growth through a high conviction portfolio, concentrated on 35-40 UK large cap companies, with no benchmark or tracking error constraints. The fund has stood the test of time through rallying, volatile and defensive markets and is managed by one the UK’s most experienced and successful Fund Managers, Richard Buxton
Richard Buxton, Head of UK Equities, Old Mutual Global Investors
Carol Wong, Managing Director, Asia Pacific, Old Mutual Global Investors
Kylie Chan, Head of Sales, Asia, Old Mutual Global Investors
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