Manager's perspective: Fixed income strategies in a post-rate cut era

Watch the recap

Chapters

7:33 — History of the rate hiking cycle

9:45 — Are bonds still attractive in this new environment?

14:30 — Why are short duration bonds attractive now?

19:30 — A deep dive into United SGD Fund

25:25 — Geopolitical concerns and its impact on US bond yield

26:35 — Impact of rate cuts on Asia

34:01 — Why should I invest in fixed income when equities have better returns?

37:50 — Should we expect bond funds to lengthen duration with rates coming down?

45:19 — If interest rates are coming down, is it too late to buy bonds?

About the session

As we head towards the end of the year, a lot of investors are taking stock of their portfolios and the decisions in the year. With recent interest rate cuts following a high-rate environment, the big question on everyone’s mind is: “What’s next for my investments? How do I strategise my options for my cash savings?”

Fixed income has often been lauded as the "safe and steady" play for investors but the market continues to face uncertainty over the future rate path and global growth outlook. Some may be pondering their next moves in terms of how they can approach fixed income amid persistent market volatility.

In our upcoming webinar, we’ll dive into a bond manager’s view on optimising your investment strategy for your long term savings. Join Min Axthelm, Head of Research, as she chats with Joyce Tan, Head of Fixed Income at UOB Asset Management, on spotting the opportunities in fixed income.

• Are bonds still attractive in the context of upcoming rate cuts?
• How should clients be positioning their portfolio(s) to step up from their cash products?
• Where are the fixed income opportunities across the risk-return spectrum?

About the Speakers

Min Axthelm‍

Head of Research, Endowus

In her current role, Min drives the Endowus Group Investment Office’s efforts on research and content creation on the macro market and asset allocation, portfolio construction and optimisation, as well as investment manager due diligence. She also works closely with Endowus’ Product team on product research and development.

Min has more than a decade of experience in the wealth industry, including fund manager due diligence and asset management. She joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office. There, she oversaw the due diligence process from inception to completion for US Equity strategies and mutual funds.

Joyce Tan, CFA‍

Head of Fixed Income Asia/Singapore, UOB Asset Management

Joyce is the Head of Fixed Income Asia/ Singapore team, responsible for portfolios investing across Global, Asia and Singapore Fixed Income markets.  She joined UOBAM in 2007 and has over 26 years of investment experience. Recognised for her astute market insights and investment strategies, Joyce has received multiple industry awards including one of the Most Astute Investors in Asian Local Currency Bonds (since 2011) and in Asian G3 Bonds (since 2012) by The Asset Benchmark Awards.  She was also awarded the Benchmark Manager of the Year Award for Asia Fixed Income consecutively in 2017 and 2018.

 Under her stewardship, the assets under management (AUM) of United SGD Fund grew significantly and garnered awards in the Bond Singapore Dollar category at The Edge-Lipper Singapore Fund Awards (2010 and 2015) and was named the Top Selling Recommended Fund at the Fundsupermart Choice Awards in 2016 and the Best Selling Fund for 2016 at the iFAST Awards.

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