High Conviction: 2020 Investment Ideas & Themes Hong Kong

Date:
January 22, 2020
Time:
8:30am – 12:45pm, followed by a luncheon
Venue:
JW Marriott Hong Kong

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Overview

Asian Private Banker’s 3rd annual High Conviction: 2020 Investment Ideas & Themes will bring together the most senior gathering of Asia-based gatekeepers from global and regional private banks in Asia to explore the macro-economic situation and upcoming investment ideas and product strategies for 2020.

This half day event is perfectly timed to allow you to close off 2019 and look ahead to 2020 with a high-level look at the outlook and appropriate product solutions amongst a leading group of peers in a closed-door environment.

Event Photos

Agenda

8:30am – 9:00am Registration and Breakfast 
9:00am – 9:10am Opening Comments
9:15am – 9:55am

Leaders Conversation Panel 1 | A challenging 2019: Positioning Asian client portfolios for 2020

It was a turbulent 2019 for global investors with Sino-US trade relations causing uncertainty in global markets, an increasingly fractured European economy, and political and socio-economic unrest across both emerging and mature markets. How are private banks advising clients to mitigate risk and maximise returns for the coming year? Where are the opportunities and challenges ahead, at both a geographical and product level? Will macroeconomic uncertainties – in particular, the US Elections, Brexit fall-out and China slowdown lead to more risk-off?

Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Conversation catalysts:
Anthony Chan, Managing Director, Chief Asia Investment Strategist, Union Bancaire Privée
Cheuk Wan Fan, Managing Director, Chief Market Strategist Asia, HSBC Private Banking
Dominic Schnider, Head of Commodities and APAC Macro, Rates and FX at UBS Global Wealth Management CIO office, UBS Wealth Management
Grace Tam, Chief Investment Advisor, Chief Investment Office, BNP Paribas Wealth Management

10:00am – 10:30am

Presentation: Slowbalisation and Volatility, the Paradigm of 2020

With global growth slowing down, political uncertainty, central banks running out of room for manoeuvring, and volatility in the equity markets; where can investors find protection? Developed market bonds don’t look attractive and offer negative yields. But it is not all doom and gloom in the fixed income markets. Jamie Grant will discuss how the Asian investment grade credit market has evolved and can provide a “safe haven” in the uncertain times ahead. By focusing on the best quality issuers, it is possible for clients to avoid negative yields, abate volatility, and harvest risk adjusted returns.

Presenter: Jamie Grant, Head of Emerging Markets and Asian Fixed Income, First State Investments

10:35am – 11:05am

Presentation: China equities – A game changer in 2020

E-commerce, consumption upgrading, big data, artificial intelligence. All these words resonate strongly with China. China is moving from an export-led to a consumption and innovation-driven economy. With these structural changes coupled with the need to tackle pressing inbalances and challenges – such as an ageing population, urbanisation and trade tensions – come exciting developments and opportunities to invest in. In particular, three major investment themes stand out: technology/innovation, consumption upgrading and industry consolidation. These themes span a diverse range of sectors from education, health care, insurance, industrial automation, 5G beneficiaries to property.

The investment opportunities in China today are too big to ignore. Moreover, China’s monetary easing and fiscal policies continue to support economic growth and we may see a cyclical recovery in industrial profit and durable goods consumption.

This session will cover the outlook for China in 2020, touch on hotly debated topics such as the impact of trade tensions, dive into the long-term investment opportunity set for China equities, and explore how to navigate this asset class – which with active exposure, may benefit an investor’s portfolio in the long term, by enhancing the risk-return profile of a global portfolio.

Presenter: Caroline Yu Maurer, Head of Greater China Equities, BNP Paribas Asset Management

11:05am – 11:25am Networking Coffee
11:30am – 12:00pm

Panel Discussion: Succession Planning

Asia’s tremendous economic growth during the past few decades has produced a significant increase in the number of high net worth individuals (HNWIs) across the region. With many of these HNWIs now advancing in age, one of the most complex and critical issues they face is succession planning. What factors should HNWIs and their families consider when preparing for succession planning of family wealth and businesses? How should they engage professionals to ensure that effective succession plans are in place? Is there a broad consensus on what best-practice succession planning looks like? What is the role of life insurance in succession planning?When is the ‘right’ time to plan for succession? What are the challenges wealth planners face in the region, and what opportunities remain overlooked or have yet to be fully realised?

Moderator:
Brandon Caneer, Head, Proposition Development & Advanced Marketing, Transamerica Life Bermuda

Conversation Catalysts:
Cynthia Lee, Managing Director, Regional Head of Private Wealth Solutions, Asia, HSBC Private Banking
Steve Kean, Global Product Manager and Head of APAC Insurance Solutions, Credit Suisse
Wai Soon Lum, Managing Director, Head of Global Wealth Planning Hong Kong, UBS Wealth Management

12:05pm – 12:45pm

Leaders Conversation Panel 2: Bonds vs. Equities vs. Alternatives – Asia’s returns versus global benchmarks

With lower for longer rates, what kind of products should investors be buying in 2020 given the current global economic outlook? Should there be more focus on fixed income products? Which ones? In the equity arena, if investors have previously been under-exposed, how should they take on more exposure? Do thematic strategies still resonate and if so, should these still be broad based or are niche offerings the way forward? And in the alternatives space, is the strong demand for private equity and real estate likely to spill over into next year and if so, how can banks harness that demand?

Moderator:
Charlene Cong, CFA, Senior Reporter, Head of Investments Coverage, Asian Private Banker

Conversation catalysts:
Arjan de Boer, Head of Markets, Investments and Structuring, Asia, Indosuez Wealth Management
Belle Liang, Head of Investment Advisory, Hang Seng Private Bank
Gabriel Chan, Head of Investment Services, Hong Kong, BNP Paribas Wealth Management
Simon Godfrey, Senior Vice President, Head of Products, EFG Bank

12:50pm – 1:30pm Networking Champagne Luncheon

2019 Partners

Conversation Partners

Networking Partners

 

Enquiries

PARTNERSHIP ENQUIRIES

For further information, please contact: events@asianprivatebanker.com
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