About the event
The Covid-19 pandemic has created one of the largest macro shocks in recent history. As lockdown measures are relaxed and major economies re-open, investor optimism over the initial economic rebound and supportive policy stimulus has driven the sharp risk-on rally in the second quarter of 2020.
Looking ahead, the uncertainty of second waves of infections remains a wildcard for markets. A re-emergence of widespread infections could severely impede the easing of containment measures and the momentum of economic recovery. Is the worst over for the global economy or are we treading an unknown path to normalcy and recovery?
The economic and investing challenges we are presented with today are unprecedented, which is why we have lined up some of the leading investors and thought leaders from around the world to provide guidance and inspiration, to help you chart a new course in a post pandemic world.
Bank of Singapore’s three-part thought leadership series - Charting A New Course - features distinguished thinkers Nassim Nicholas Taleb, author of The Black Swan, Howard Marks, Director and Co-Chairman of Oaktree Capital Management as well as our in-house experts: Jean Chia, Head of Portfolio Management and Research Office, Eli Lee, Head of Investment Strategy, Sim Moh Siong, Currency Strategist, and Todd Schubert, Head of Fixed Income.
Register your interest to attend Charting a New Course and future events.
Predictability, Probability and Profitability
The Covid-19 pandemic has been coined a black swan by the media, but acclaimed author of The Black Swan, Nassim Taleb, shares why he calls the recent turn of events a white swan, and discusses how applying tail-risk investment strategies could post substantial returns during periods of market stress.
Charting the Next Chapter
After an abrupt end to the longest expansion in US history, how will the markets chart its new course ahead? As we enter a new cycle with unprecedented stimulus and lasting imprints from the pandemic, we will see new winners and losers across markets, asset classes and geographies. More than ever, investors will need to navigate the search for yield against the risks posed by economic uncertainty and geopolitics.
Join our investment experts, Jean Chia, Head of Portfolio Management and Research Office, Eli Lee, Head of Investment Strategy, Sim Moh Siong, Currency Strategist and Todd Schubert, Head of Fixed Income as they share insights to help you navigate these unprecedented times.
The Way Forward
The coronavirus-induced meltdown in share prices has presented investors with the opportunity to buy quality stocks at prices well below the mid-February peak. The crisis was “unprecedented in its power and it knocked markets for a loop”, said legendary investor Howard Marks.
Against this backdrop, are there lessons to be learnt from past crises? How should investors position themselves for the risks and opportunities, and strike a balance between offence and defence in this period of uncertainty? Howard Marks, Co-Chairman of Oaktree Capital Management, shares his views on the way forward.
About our speakers