ASIA INVESTMENT SUMMIT 2026

Building Portfolios that perform Tomorrow, Today

All the video replays below are to be watched in conjunction with the accompanying presentation PDF, when applicable.

Event highlights

Welcome Address

Andrew Hendry| CEO Asia and Senior Managing Director, Head of Asia Client Group, Janus Henderson Investors

Janus Henderson in 2026 - Corporate Update

Ali Dibadj| Chief Executive Officer, Janus Henderson Investors

FROM MACRO TO MANDATE: REFRESHING & RECHARGING PORTFOLIOS

CIO Panel – Creating Playbooks for Outperformance

Chunyen Liu | Chief Investment Officer, AIA Singapore
Eddy Loh | Chief Investment Officer, Maybank Group Wealth Management
Wee Kiat Tan | CIO & Head of Discretionary Portfolio Management, Morgan Stanley
Moderator: Andrew Hendry | CEO Asia and Senior Managing Director, Head of Asia Client Group, Janus Henderson Investors

INVESTMENT SHARK TANK: BRINGING DIVERSITY TO PORTFOLIOS

Geopolitical Realignment – A New Lens for a Multi-Polar World

Andrew Cox | Client Portfolio Manager, Janus Henderson Investors

Global Smaller Companies – Finding Alpha Where Others Don’t

Jonathan Coleman | Portfolio Manager, Janus Henderson Investors

CLOs – Re-creating Resilience, Yield & Diversification

Denis Struc | Portfolio Manager, Janus Henderson Investors

Panel – What do the Sharks Think?

Chunyen Liu | Chief Investment Officer, AIA Singapore
Eddy Loh | Chief Investment Officer, Maybank Group Wealth Management
Wee Kiat Tan | CIO & Head of Discretionary Portfolio Management, Morgan Stanley
Moderator: Andrew Hendry | CEO Asia and Senior Managing Director, Head of Asia Client Group, Janus Henderson Investors

INCOME DRIVERS: PORTFOLIO ANCHORS FOR RESILIENCE

Balanced: Investing with Discipline Through Volatility

Greg Wilensky | Head of US Fixed Income/Head of Core Plus, Portfolio Manager, Janus Henderson Investors

Listed Property: Opportunities for Real Income Beyond the Rate Cycle

Xin Yan Low | Portfolio Manager, Janus Henderson Investors

Panel Discussion – Building Resilient Income Without Chasing Yield

Greg Wilensky | Head of US Fixed Income/Head of Core Plus, Portfolio Manager, Janus Henderson Investors
Tim Gibson | Co-Head of Global Property Equities, Portfolio Manager, Janus Henderson Investors
Denis Struc | Portfolio Manager, Janus Henderson Investors
Sean Wong | Head of Product Management, Managed Solutions, DBS Bank
Moderator: Alexis Lavergne | Fixed Income Investment Specialist, Janus Henderson Investors

AI & INNOVATION: A COMPETITIVE EDGE TO FUTURE-PROOF RETURNS

Global Technology: Monetising AI and the Next Tech Cycle

Richard Clode | Portfolio Manager, Janus Henderson Investors

Global Healthcare: How Breakthroughs are Driving the Next Growth Phase

Daniel Lyons | Portfolio Manager, Research Analyst, Janus Henderson Investors

Panel Discussion – How Innovation Shapes Allocation and Performance

Daniel Lyons | Portfolio Manager, Research Analyst, Janus Henderson Investors
Richard Clode | Portfolio Manager, Janus Henderson Investors
Sarah de Lagarde | Brighter Future Strategist, Janus Henderson Investors
Victoria Mio | Head of Greater China Equities, Portfolio Manager, Janus Henderson Investors
Moderator: Shreena Travis | Managing Director, Global Head of Enterprise Relationships, Janus Henderson Investors

Creating New Opportunities in Adversity

Sarah de Lagarde | Brighter Future Strategist, Janus Henderson Investors

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