Asia Investment
Summit 2023
Navigating a New Investment Reality
Investors in 2023 continue to face headwinds resulting from tightening monetary policy and geopolitical tension. However, pockets of opportunities have emerged for investors employing an active approach to securities selection.
The video replays and presentations below from the Janus Henderson Asia Investment Summit 2023 provide a summary on what we think will help investors access these opportunities and shape allocation decisions in the year ahead.
Event Highlights
WelcomeÂ
Andrew Hendry, CEO Singapore, Head of Distribution Asia
Opening Address Â
Ali Dibadj, CEO
In Conversation with Myron Scholes – Adapting Asset Allocation to Tomorrow’s Reality
Speaker:
Myron Scholes, PhD, Nobel Laureate
Chief Investment Strategist
Moderator: Ali Dibadj, CEO
NAVIGATING RATES & INFLATION
- Assessing the effectiveness of listed property to protect against rising rates.
- Evaluating the real estate landscape and what current valuations suggest for the market’s outlook.
- Key company attributes to look for in 2023 – financial strength and cash flow durability.
- Identifying new opportunities – public versus private real estate.
Trends & Insights – Global Property
Tim Gibson, Co-Head of Global Property Equities, Portfolio Manager
Panel Discussion – Using Listed Real Estate to Counter Inflation and Private Real Estate Declines
Speakers:
Tim Gibson, Co-Head of Global Property Equities, Portfolio Manager
Gareth Nicholson, CIO and Head of Discretionary Portfolio Management, International Wealth Management, Nomura
Jansen Phee, MD, Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management
Moderator: Simon Garing, CEO and Executive Director, Cromwell EREIT Management
STAYING INVESTED
- Finding stable, non-directional returns to provide a differentiated source of portfolio performance.
- Making more frequent portfolio changes and taking a granular approach.
- Mapping out a new playbook for a new regime.
- Liquid alternatives strategies to position for distressed opportunities in a recessionary world.
- Carving out new roles for alternatives to dampen portfolio volatility.
Panel Discussion – An Alternative Way to Diversify for Downside Protection
Speakers:
Andrew Kaleel, Portfolio Manager
Janet Li, Wealth Business Leader – Asia, Mercer
Dirk Wieringa, Client Coverage Liquid Alternatives APAC, Credit Suisse
Moderator:
Andrew Hendry, CEO Singapore, Head of Distribution Asia
ACCESSING TOMORROW’S INNOVATION
- The right time to invest in innovation – and at a more reasonable price.
- Identifying the disruptors well-positioned to provide long-term value creation.
- Keeping pace with the scope and scale of tech adoption.
- Pharma and biotech – a bright outlook beckons.
- Embracing a different Asia – capitalising on new potential beyond China.
Panel Discussion – Investing in the Century of Technology – a Bright Outlook Beckons
Speakers:
Andy Acker, Portfolio Manager
Richard Clode, Portfolio Manager
Basil Lui, PhD, Advisor, EDBI and Founding Partner, August Global Partners
Moderator: Annie Koh, Professor Emeritus of Finance at Lee Kong Chian School of Business, Senior Advisor of Business Families Institute (BFI) at Singapore Management University (SMU)