Webinar: The Fed pause: Is fixed income the best way to play it?

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About the session

Fixed income is back in vogue, with experts spotlighting bonds as a key asset class with a better returns outlook on a risk-reward basis.

But with the uncertain interest rate path ahead as markets digest cooling inflation out of the US, does the strong conviction over bonds still hold true? How should investors position themselves for the rest of the year to generate steady income through bond investing?

Endowus warmly invites you to an exclusive webinar in partnership with J.P. Morgan Asset Management (JPMAM), a leading fund manager in the fixed income space. Join Endowus as we speak with JPMAM to discuss:

• Is fixed income or equities a better place to be in H2 2023?
• Is this just a pause before further rate hikes?
• Is a recession a certainty and how bad will it be?
• When will the Fed start cutting rates and does it matter?
• Where are the best opportunities in fixed income and bond investing?

There will be a Q&A session at the end of the session. Submit your questions ahead of time here.

About the speakers

Elisa Ng, Head of Hong Kong for JP Morgan Asset Management

Elisa Ng, managing director, is Head of AM Hong Kong, as well as Head of Hong Kong Funds and Institutional Business for J.P. Morgan Asset Management. In her role, Elisa oversees the overall asset management business in Hong Kong and leads the strategic development of client businesses across direct clients, financial intermediaries and institutions in the region.

Elisa is a member of the firm’s Asset Management Asia Operating Committee. She has been serving as Executive Committee member of the Hong Kong Investment Funds Association (HKIFA) since September 2017, and named Vice Chairman in February 2023, working in close partnership with industry peers and regulatory bodies to develop the fund management industry in Hong Kong.

An employee since 2006, Elisa began as a client advisor with the Hong Kong retail sales team. She took responsibility of the Hong Kong Intermediary business in 2015 and was later appointed as the Head of Hong Kong and China Funds business in 2017. Prior to joining J.P. Morgan, Elisa was a Market Risk Manager at the Royal Bank of Scotland.

Elisa holds a Master of Business Administration degree from Imperial College, University of London and a Bachelor of Engineering (Information Engineering) degree from the Chinese University of Hong Kong.

Jonathan Liang, Head of Fixed Income Investment specialists, Asia ex-Japan, JP Morgan Asset Management

Jonathan Liang, managing director, is the Asia Ex-Japan Head of Investment Specialists within the Global Fixed Income, Currency and Commodities (GFICC) Group. He also serves on the J.P. Morgan Asset Management Asia Operating Committee. Jonathan is responsible for leading the investment specialist team in Asia to promote GFICC's investment capabilities and strategies to existing and prospective clients across funds and institutional channels in the region.

Liang has more than two decades of experience in the asset management industry. He joins JPMAM from AllianceBernstein where he was a senior investment strategist for fixed income in New York and Hong Kong since 2006.

Previously, he held similar positions at Oppenheimer Capital (Allianz Global Investors), Jennison Associates in New York and Value Partners in Hong Kong. Jonathan holds a B.S. from Boston University, and is a CFA Charterholder.​

Samuel Rhee, Chairman and Chief Investment officer, Endowus

Samuel Rhee is Chairman and Chief Investment Officer of Endowus, Asia’s leading digital wealth platform, and is a co-founder of the company. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with three decades of institutional investing experience in Singapore, Hong Kong, and London.

Today, Sam heads the Endowus Group Investment Office and ensures every client has greater access to holistic portfolios that are thoughtfully designed to meet their specific wealth goals. He is responsible for the company’s asset allocation and investment selection across all offerings, with a vision to provide individual investors with the same knowledge, resources, and products traditionally only made available to institutional investors, at a low, fair fee.

Against this backdrop, Sam passionately advocates for greater financial literacy, time-tested and evidence-based advice, lower costs, the industry elimination of hidden fees, and a corporate culture that puts the client’s needs first. Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading the firm to become the first and largest digital advisor for CPF investing in Singapore.

Min Axthelm, director of investment research, Endowus

Min Axthelm is the Director of Investment Research at Endowus, a leading digital wealth platform in Asia.

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

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

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