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 SG 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.

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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, Group 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, Multi-Asset Strategist, Wellington

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

It's never too late to start investing and it's never too hard to find a team of experts who are aligned with your interests. Open an account in less than 10 minutes and start your investment on Endowus.

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Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. 

Opinions

Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances.

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