Traditional Asset Classes in the New Normal
December 9 at 4:45 pm SGT
In finance, uncertainty is risk. Investment managers accustomed to mitigating risk with multi-asset class portfolios find themselves facing a world overcome by trade and geopolitical tensions, the coronavirus pandemic, negative GDP growth, and rising nationalism. How would long-only funds find alpha amid the uncertainty brought on by these challenges? What's the strategy for credit and private equity amid continuous rounds of quantitative easing and skyrocketing fiscal debt? Is gold returning as an obvious safe-haven asset over dollar-backed assets
Speakers
Alper Daglioglu
Managing Director, Head of Portfolio and Investment Manager Solutions, Morgan Stanley
John Reade
Chief Market Strategist, World Gold Council
Steven Rocco
Partner and Co-Head of Taxable Fixed Income, Lord Abbett
Moderator
Debra Ng
Managing Director, Albourne