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How can investors reconcile the dissonance between stock and bond markets? While global yields are trending downwards, stock markets around the world are pushing upwards. Simultaneously, corporate credit continues to grow, even as global growth has ground to a halt. What's needed to adapt portfolios given the political and economic uncertainty of the ongoing global pandemic? Where do investors see opportunities in Asia specifically?
Tzu Mi Liew
Chief Investment Officer, Fixed Income, GIC
Carl Meyer
CEO and Chief Investment Officer, Silver Rock Financial LP
Robert Petty
Co-CEO and Co-Chief Investment Officer, Fiera Capital (Asia)
David Warren
CEO, Chief Investment Officer and Founding Partner, DW Partners
Michael Milken
Chairman, Milken Institute