Asia Investment
Summit 2024
Building Future Portfolios That Pay
As investors, we continue to grapple with relentless macro and market volatility even as structural trends – from the transition to a low-carbon future, to global supply chain diversification, to ageing populations – look set to reshape economies and societies. Meanwhile, geopolitical turmoil combined with divergent policy signals make astute security selection more important than ever. The video replays and presentations below from the Janus Henderson Asia Investment Summit 2024 provide a summary that helps clients define and achieve superior financial outcomes globally.
All the video replays below are to be watched in conjunction with the accompanying presentation PDF, when applicable.
Event Highlights
3 minute watch
Welcome
Andrew Hendry |Â CEO Singapore, Head of Distribution Asia, Janus Henderson Investors
4 minute watch
Opening Address: Setting the Scene for Change
Ali Dibadj |Â Chief Executive Officer, Janus Henderson Investors
10 minute watch
Keynote Conversation with Myron Scholes, Nobel Laureate – Market Signals in 2024
Speaker:
Myron Scholes |Â PhD, Nobel Laureate
Chief Investment Strategist, Janus Henderson Investors
Moderator:
Ali Dibadj |Â Chief Executive Officer, Janus Henderson Investors
23 minute watch
Investing in a different tomorrow
- Assessing the potential impact of interest rates and protracted geopolitical tension on markets and the solutions that investors will need
- Identifying areas of investment risk and opportunities amid the uncertainty
- Rethinking traditional asset allocations to adapt to a new reality
Opening Panel – Investing in a Different Tomorrow
Speakers:
Christina Au-Yeung |Â Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
Gareth Nicholson |Â CIO and Head Portfolio Management, International Wealth Management, Nomura
Julie Koo | Global Head of Partnerships and Relationship Management, Citi Global Wealth Investments
Moderator:
Geraldine Walsh |Â Head of Marketing Asia, Janus Henderson Investors
23 minute watch
Employing a nimbler approach to asset allocation
- What are the key macro themes that investors should have in mind when shaping their asset allocation for 2024?
- How to strike the correct balance between long-term strategic and shorter-term tactical allocations?
- When to reassess an investment thesis and decide whether to keep or close a position in portfolio?
Theme in Focus – Getting the Balance Right
Greg Wilensky | Head of U.S. Fixed Income, Portfolio Manager – Balanced
13 minute watch
Panel Discussion – Reframing Portfolios: Time to Play the Long Game?
Speakers:
Greg Wilensky | Head of U.S. Fixed Income, Portfolio Manager – Balanced, Janus Henderson Investors
Gareth Nicholson | CIO and Head Portfolio Management, International Wealth Management, Nomura
Jean de Kock | Investment Consulting Director, Asia, Mercer
Moderator:
Alexis Lavergne | Investment Specialist – Fixed Income, Janus Henderson Investors
28 minute watch
Finding the next yield play
- Pursuing active management, given the need to differentiate security selection
- Taking a fundamental approach to analysis and research
- Ensuring diversification from multiple sources of alpha across public and private markets
Theme in Focus – Multi-Sector Income
Seth Meyer | Global Head of Client Portfolio Management, Janus Henderson Investors
11 minute watch
Theme in Focus – Real Estate
Tim Gibson | Co-Head of Global Property Equities, Portfolio Manager – Global Property, Janus Henderson Investors
9 minute watch
Panel Discussion – The Discerning Investor: Selecting Winners as the Cycle Extends
Speakers:
Christina Au-Yeung | Head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
Jeffrey Yap | Head of Investments and Wealth Solutions, Southeast Asia, HSBC Global Private Banking and Wealth
Seth Meyer | Global Head of Client Portfolio Management, Janus Henderson Investors
Tim Gibson | Co-Head of Global Property Equities, Portfolio Manager – Global Property, Janus Henderson Investors
Moderator:
Andrew Hendry | CEO Singapore, Head of Distribution Asia, Janus Henderson Investors
29 minute watch
Navigating the hype of megatrends
- Conviction in long-term, enduring themes, to position themselves on the right side of change
- Specialist investing in key sectors, and to differentiate hype from viable business models and technologies
- Understanding the differences in outcomes and unintended consequences of being too broad or narrow in portfolio construction
Theme in Focus – Technology
Richard Clode | Portfolio Manager – Technology, Janus Henderson Investors
11 minute watch
Theme in Focus – Healthcare
Andy Acker | Portfolio Manager – Healthcare, Janus Henderson Investors
15 minute watch
Panel Discussion – Rewriting the Roadmap: Portfolios for a Transitioning World
Speakers:
Andy Acker | Portfolio Manager – Healthcare, Janus Henderson Investors
Frank Lin | Principal, Corporate Development, Google
Julie Koo | Global Head of Partnerships and Relationship Management, Citi Global Wealth Investments
Richard Clode | Portfolio Manager – Technology, Janus Henderson Investors
Moderator:
Andrew Cox | Investment Specialist – Equity, Janus Henderson Investors
31 minute watch
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