Post pandemic, supply-chain disruptions, the unwinding of central bank balance sheets and geopolitical tensions have resulted in the reduction of cheap capital, unprecedented market dislocation and higher correlation between asset classes. Panel experts will opine on the investment playbook for the late-market economic cycle especially with regards to the re-allocation of capital in potentially a recessionary environment. The panel will further debate the merits of traditional versus alternative assets classes and provide valuable insights on the outlook for global and Asian markets in the coming year. Key speakers will further analyse the impact of de-globalization on capital markets and how investment strategies could be redefined by continued uncertain US-China relations.
With an inter-generational diverse workforce and digital-hybrid way of working, companies have grown to be more dependent on self-driven employees than ever, with research showing that those with high human capital scores generate superior portfolio returns. This session will analyse the importance of the human capital factor in the context of sustainable investing and will also contextualise it in the asset management industry in Asia. The session will also delve into the role of leadership in attracting and motivating talent in the asset management industry post-pandemic.
Masterclasses are specially curated across a range of pertinent top-of-mind subject areas that are relevant to the target audience to broaden and deepen knowledge of the participants.
The Masterclasses are developed thematically across the following series*:
- Environmental Social Governance (ESG)
- Digital
- Private Assets
*subject to change