The perspective of an Asia-based asset manager running $50bn of institutional money in multi-asset balance sheet solutions on the current macro landscape. Beyond the money hypercsalers have invested into Asian companies that supply this sector, this session will highlight why local-currency Asia fixed income is likely to benefit as lower energy prices pull down inflation, to allow a reversal of this year’s rate hikes. In this environment, stock leadership may move towards sectors and companies that have struggled, and where valuation sits lower.

Speaker: Dirk Toedte - Director of Distribution, Europe, EastSpring Investments