Traditional Asset Classes in the New Normal

https://player.vimeo.com/video/482561230

2020 Asia Summit

Traditional Asset Classes in the New Normal

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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

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Published December 9, 2020