Investment Strategy Roundtable 2020
The aggressive actions by governments around the world, utilising the dual force of fiscal and monetary policies, have severely distorted the markets. This compounds the difficulties that investors face in constructing resilient portfolios for the long term. Perhaps a new playbook is required.
Emerging Market Debt Roundtable 2020
Historically, emerging market debt has been somewhat mis-understood and sometimes frowned upon, given its patchy boom and busts over the decades. What is the role of EMD in the portfolio? Can it be considered a separate asset class with unique factors, notwithstanding constant debates on the geographical definition of emerging markets?
Emerging Market Equities Roundtable 2020
Not unlike previous financial crisis, the strengthening US dollar, poor market liquidity and risk-off environment have seen emerging markets suffer significantly. This investor roundtable will evaluate the merits of emerging market opportunities, particularly arising from the recovery of economies in a post COVID-19 world.