How can investors reconcile the apparent dissonance between stock and bond markets? While global yields are sloping downward and negative-yielding bonds have passed the $13 trillion mark, stock markets around the world are close to historic highs. Simultaneously, corporate credit continues to grow, even as global growth is slowing down, and rising trade tensions have increased the pressure on the European Central Bank and the Federal Reserve to "lean against the wind" by cutting rates. What are the main concerns and opportunities given the current uncertainty? Will Asia be able to provide continued growth, and where do investors see opportunities in the region specifically?

Moderator

Liew Tzu Mi

Chief Investment Officer, Fixed Income, GIC

 

Speakers

Patrik Edsparr

Chief Investment Officer and Co-Founder, Tor Investment Management

 

Jonathan Hu

CEO, Pengyuan International

 

Christian Stracke

Managing Director and Global Head of Credit Research, PIMCO

 

David Warren

CEO, Chief Investment Officer and Founding Partner, DW Partners