mallowstreet University Digital Investment Focus: Emerging Markets

As new and exciting players to the global stage, emerging markets is an area of interest to all investors looking for opportunities further from home. Our expert presenters will share their experience, help attendees understand the risks as well as the opportunities in allocating to this fast growing and expanding asset class.


This event is FREE to attend for investment decision makers and their advisers and is available for CPD accreditation.

Speakers

Program

  1. Login & Access Meeting

    The Investment Focus will take place online via a ‘Zoom’ meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.
  2. Welcome & Introductions

  3. China Fixed Income - A change you cannot afford to ignore

    Fixed Income investors are entering a new world, and it continues to be a world of increasingly negative yields. The era of negative bond yields in developed markets has continued to present challenges for fixed income investors with approximately USD 15 trillion1 or the equivalent of 24% of the investment grade fixed income universe yields currently zero or below. A recent JPMorgan study also found that 76% of all developed market sovereign bonds had a negative real yield2. This new world is considerably more volatile - and correlated - than before. Global economic uncertainty has pushed annualised volatility of some developed country bonds to double-digit levels. How can investors position their portfolios to generate attractive risk adjusted returns?We believe the case for China onshore Fixed Income is stronger than ever before as China's Fixed Income markets are integrating with the global economy. 1 Source: Bloomberg, Bloomberg Barclays Global Aggregate Bond index as of 30th September 2020. 2 Source: JPMorgan Says Real Yields Are Negative for $31 Trillion of Bonds
  4. Questions and Close of Investment Focus

  5. End