Asia is at the epicentre of a paradigm shift taking place in markets. Underpinning this dramatic change are three major C’s – China, Climate Change and Covid-19, and it’s having a very deep-seated impact on our investing lens and investment landscape.
On the surface, it’s hard to grasp the significance of these inter-connected trends, but we peel the layers to uncover more in the webinar. Our in-house and external experts, shed light on the important implications for business models, operating environments, economies, markets, and ultimately, investors.
Watch the videos below for replays of the webinar.
Panel discussion – Living with Covid-19: Where are the opportunities over the next 5-10 years?
We look at what it means to live with the new reality of the pandemic and how this understanding can be used to unearth and identify investment gems. Dr. Leong Hoe Nam, Infectious Disease Specialist, Mt Elizabeth Hospital; Ken Goh, Deputy CIO & Head of Equities; Tan Huck Khim, Head of Alternatives. Moderated by Robert St Clair, Strategist.
Keynote – The importance of US-China relations to geopolitics in Asia
Geopolitics in Asia is very much influenced by the region’s relationship with China and China’s complex relationship with the US. Our keynote speaker reflects on what’s at stake, and why it matters. Prof. Kishore Mahbubani, Distinguished Fellow, Asia Research Institute, National University of Singapore
Panel discussion – The China perspective: Understanding recent changes and their investment implications
China’s recent policies are part of its ongoing drive to achieve quality growth with more equitable outcomes. But is this also a major shift in mindset? How does this affect its investment outlook, foreign policy and external relations? Prof. Kishore Mahbubani, Distinguished Fellow, Asia Research Institute, National University of Singapore; Liu Hong, Head of Equities, Fullerton (Shanghai). Moderated by Robert St Clair, Strategist.
Panel discussion – Towards Net Zero: Engaging and influencing companies in Asia
Extreme weather events have accentuated the climate crisis and reinforced the importance of doing more to bring down carbon emissions. What companies can do to help, and how this impacts investment performance. Lynette Leong, Chief Sustainability Officer, CapitaLand Investment; Goh Sze Wei, Head of ESG Equities Research. Moderated by Amanda Yap, Head of ESG – Investment.
Fireside chat – Future of investing: A CIO perspective
Fullerton’s Chief Investment Officer peers into his crystal ball to connect the dots, indicate what’s in store, and highlight the strategies that investors should consider for their portfolios in 2022. Patrick Yeo, Chief Investment Officer. Moderated by Grace Yeo, Head of Research.
Fullerton Investment Views
We have also prepared an investment outlook report for you and your clients. In this report, Strategist Robert St Clair examines the investment themes that were covered in our webinar. He explains how they have influenced our outlook and strategy, and the implications to our asset class views and portfolios.