Agenda


09:00 - 09:05

Welcome from Investment Week


Virtual Boardroom 1 Virtual Boardroom 2
09:10 - 09:45


Sanlam Investments


HSBC Asset Management


09:50 - 10:25


HSBC Asset Management

Geoffrey Lunt

Sanlam Investments

Chris Ford

Giles Worthington

10:25 - 10:35Refreshment Break
10:40 - 11:15


Matthews Asia

Robert Horrocks


Nomura

Andrew McCagg


11:20 - 11:55


Nomura

Andrew McCagg



Matthews Asia

Robert Horrocks



SESSIONS:


Sanlam - Chris Ford, Head of Growth Equities and Giles Worthington, Senior Fund Manager

Fund: Sanlam Asia Pacific Artificial Intelligence Fund

Test your intelligence with APAC AI
We have long argued that artificial intelligence (AI) is an important investment theme of long duration. When we consider the breadth and speed of change caused by AI, and the resulting disruption within industries and sectors, we have often found that Asia is at the leading edge of the AI revolution. When we launched the Sanlam AI Fund back in 2017, we said that AI represented much more than Silicon Valley, and some of the AI applications we are seeing emerge from countries like China and Japan are outstanding. Join our discussion on why we believe now is the time for a ‘pure play’ fund focused on the region.



HSBC Asset Management - Geoffrey Lunt, Senior Investment Specialist, Fixed Income

Fund: HSBC Global Investment Funds - Asia ESG Bond

How an ESG focus In Asia credit can assist the region’s urgent transition while achieving competitive returns

  • As by far the world’s largest source of carbon emissions, Asia needs to transition to a more sustainable economy
  • Asian companies and governments are behind on ESG, giving significant scope for improvement
  • Different business and political models in Asia pose distinct governance challenges
  • 2021 was a record year for Asia sustainable bond issuance and we expect further broadening and deepening of this market
  • Asia credit may be one of the only cheap asset classes at the start of 2022
  • Local expertise is essential to seek out the best opportunities for sustainable value



Matthews Asia - Robert Horrocks, Chief Investment Officer and Portfolio Manager

Fund: Matthews Asia ex Japan Dividend Fund

Capturing Growth and Value Opportunities in Asia Through a Dividend Approach

Robert Horrocks will present the Matthews Asia ex Japan Dividend Fund, a total return strategy that seeks to access the growth of Asia ex Japan with lower volatility and offers flexible exposure to growth and value. He will explore the role of dividends in identifying promising long-term growth opportunities, including the growth of a dividend culture in the emerging and frontier parts of the region. In addition Robert will discuss the role of small- and mid-cap stocks in the portfolio and how the portfolio gains exposure to Asia’s domestic consumption story and its growing middle class.



Nomura - Andrew McCagg, Client Portfolio Manager

Japan Capabilities

Rediscovering Japan with Nomura

Japanese equities lagged other developed markets in 2021, despite robust corporate fundamentals and comparable earnings recovery. With low vaccination rates that plagued the market last year now reaching 80%, a new administration that is supporting the economy through record stimulus packages and maintaining accommodative monetary policies, Japan is positioned to close this gap in 2022. As the leading Japanese investment firm, Nomura has the resources and strategies to provide superior returns.