Webinar: Endowus 2023 Market Outlook: Navigating Through Turbulence

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About the event

Following a turbulent market in 2022, how should investors be positioned in 2023? Endowus has gathered experts from leading fund management firms that manage over US$1 trillion in global assets to share their valuable market insights.

Expect to be challenged and refreshed by investment ideas from these best-in-class asset managers, which include BlackRock, JPMorgan, Amundi, and PIMCO.

Get exclusive insight into what’s ahead for the macro environment, stocks, bonds, and alternatives, from a diverse pool of experts.

Programme

2023: A repeat of 2022 or something different?

1.25pm - 2.15pm

‍2022 was a tough market, with bond markets crashing to historic levels, and stocks slumping as the US Federal Reserve unleashed aggressive rate hikes to tamp down US inflation at a 40-year high.

How are investors to prepare for 2023? Should they be risk-on or risk-off? We kick off the Endowus 2023 Market Outlook session by taking stock of 2022, and how investors should be positioned this year.

‍Moderator: Samuel Rhee, Chairman and Chief Investment Officer, Endowus

• Christy Tan, Macro Strategist, Franklin Templeton
• Robert Wayne St Clair, Strategist, CIO Office, Fullerton Fund Management 
• S K Selvan, Senior Director, Head of Curated Portfolios, Lion Global Investors
• Anthony Joseph Raza, Head, Multi-asset strategy team, UOB Asset Management

Will stocks roar back to life in 2023?

2.15pm - 3.00pm

With global equities falling in 2022, some market commentators have turned bearish on equities. But are stocks truly a dead story for investors in 2023? Is there still hope left in technology stocks and REITs — the former darlings of low-rate environments?

Top portfolio strategists will discuss and debate if investors are left to turn defensive or if opportunities are emerging for investors to capitalise on in 2023.

‍Moderator: Min Axthelm, Director of Investment Research, Endowus

• David Poh, Head of Investments and ESG Strategies, Amundi
• Benjamin Tai, Director, Global Real Asset Securities Group, BlackRock
• Rahul Ghosh, Portfolio Specialist, T.Rowe Price
• Nick L. Samouilhan, Head of Multi-Asset Strategy, APAC, Wellington Management

Rising rates and seeking income in turbulent times

3.30pm - 4.10pm

‍Fixed income markets have had the worst year in 40 years, leaving investors to ask how they should be seeking out income amid stormy waters. The rising-rate environment has opened up a rush of interest in income-yielding instruments, from plain-vanilla government securities such as T-bills and SSBs, to cash management solutions.

Our panel of experts will tackle the big questions behind income generation in 2023, including the biggest question of 2023: Has the market bottomed and will this be the best year yet for bonds?

‍Moderator: Jamie Lee, Head of Financial Planning, Endowus

• Aninda Mitra, Head of Asia Macro and Investment Strategy, BNY Mellon
• Jonathan Liang, Head of Asia ex-Japan GFICC group investment specialist, JPMorgan Asset Management
• Abhijeet Neogy, Senior Vice President, Portfolio Manager, PIMCO

‍Is all the rage in alternatives and private markets overblown?*

4.10pm - 4.55pm

Investing into the private markets has offered some buffer against the pain from the public markets this year; the benefit comes in part from less frequent revaluations. Preqin has forecast that global alternatives assets will surpass US$23.3 trillion by end-2027, up from US$13.7 trillion as of end-2021.

With the public markets stung by Fed action, should investors take a close look at alternatives? Or is such optimism overblown? Learn about the alternatives space, and whether private market investments remain viable in turbulent times.

‍Moderator: Sean Wong, Head of Investments, Endowus

• Edward Moon, Head of Asia Pacific Global Wealth, Apollo Global Management
• Joshua Lewin, Associate Strategist, Bridgewater Associates
• Henry Chui, Head of Private Wealth, APAC, Partners Group

*Note: This session is only available to registered participants.

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