Funds Selection Nexus, Hong Kong 2015
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|8:00am – 8:55am||Registration and Coffee|
|8:55am – 9:00am||Welcome & opening comments
Andrew Shale, Publisher
Asian Private Banker
|9:05am – 9:45am||First session held|
|9:50am – 10:30am||First rotation|
|10:35 – 11:15pm||Second rotation|
|11:20 – 12:00pm||Third rotation|
|12:05 – 12:45pm||Final rotation|
|12:50 – 2:00pm||Luncheon & dataset conclusions|
Using Enhanced Dividend Strategies to Generate a High Level of Income
The actions of central banks have successfully driven up asset markets and left investors with very few places that they can generate a reasonable level of income. In a desperate search for yield, many investors have been forced to take on more risk while also sacrificing liquidity. Using covered calls with a large cap, high quality equity strategy is one way that investors can generate an attractive level of income without having to take on significant credit or liquidity risk. The strategy may therefore be used as an alternative or complement to high yield debt and emerging market debt, among other yield-seeking asset classes, to minimise the risks inherent to them.
The managers of the RWC Global Enhanced Dividend Fund, Ian Lance and John Teahan, discuss how they seek to marry the twin objectives of delivering a generous yield and providing an element of downside protection in what looks like an increasingly challenging environment.
Ian Lance, Portfolio Manager, RWC Partners
John Teahan, Portfolio Manager, RWC Partners
Asian Bonds: Challenges, Opportunities & Solutions
The world is still reeling in the aftermath of China’s yuan devaluation with market fears abound as all eyes are focused on the pending rise of US and global interest rates as well as China’s tough balancing act between growth and structural reforms.
Out of this negativity and climate of fear, we view that investment opportunities could still present themselves in the Asian bond markets. Boon Peng discusses these opportunities and examines the benefits of investing in Asian Bonds as a distinct asset class as opposed to the broad Emerging Market bonds. He also covers how Eastspring Investments’ award-winning team captures opportunities in the Asian bond markets through their Asian bond fund solutions.
Boon Peng Ooi, CFA, Chief Investment Officer, Fixed Income, Eastspring Investments
Alternative Solutions Within Fixe Income Investing
Is there truth to the view that we can no longer get safe income from developed bond markets? Is there a need for investors to seek alternatives or something ‘different’? How should investors think about adding alternatives? Thomas Swaney, Head of Alternative Fixed Income (US) at Pioneer Investment discusses the evolution of fixed income, the lay of the alternative fixed income land and delves into key investor considerations in alternative fixed income investing.
Thomas Swaney, Senior Vice President, Head of Alternative Fixed Income, U.S., Pioneer Investments
A New Tool for Investors to Combat Rising Rate Environment That Isn’t Your Typical Bank Loan – The High Yield Floating Rate Note
Now more than ever, investors in the developed world are bracing themselves for the first rate hikes in many years as the US and the UK continue to chip away at unemployment and grow at decent rates. Government bond yields are likely to increase from their multi-decade lows which will create headwinds for nearly all fixed income assets.
M&G will introduce a unique instrument, the high yield floating rate bond, which can overcome these headwinds and actually benefit from rate hikes. This isn’t your typical US senior loan; this is a different instrument – a plain vanilla floating rate note that is issued by high yield companies. While high yield floating rate notes and bank loans share many similarities, there are some key advantages to investing in floating rate notes, including more certain settlement times and the absence of LIBOR floors.
The M&G Global Floating Rate High Yield Fund is managed by our established high yield fund managers who currently oversee USD9 billion of traditional, fixed rate high yield funds. Their expertise has been a key factor in the fund growing to USD800 million a year since its launch.
Jeik Sohn, Investment Director, M&G Investments
Wealth Management Industry Trends – Opportunities and Challenges That Lie Ahead
As we look ahead into the near future, what are the challenges and opportunities that wealth managers face? Join Steven Seow, Mercer, in this dialogue session.
Steven Seow, Head of Wealth Management, Asia Investments, Mercer
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