Russia’s invasion of Ukraine, like the pandemic, is a major shock for financial markets. Oil, gas and food prices have soared. Growth is weakening in energy-importing countries. Central banks face difficult trade-offs between curbing inflation and supporting economies. Officials urgently seek alternative energy supplies. And geopolitical risks have surged as western nations threaten to sanction Russia’s potential allies while governments everywhere have started to increase defence spending.
Investors need to navigate sharp bouts of volatility in the short term while considering longer term opportunities as the shock from the war has accelerated the transition to cleaner energy and other major trends. Please join us to hear experts from Bank of Singapore discuss the key Q2 investment themes: geopolitical uncertainty, rising inflation, China’s stability, and alternative assets in a volatile world.
Speakers
Jean Chia
Chief Investment Officer
Head of Portfolio Management & Research Office
Bank of Singapore
Mansoor Mohi-uddin
Chief Economist
Bank of Singapore
Eli Lee
Head of Investment Strategy
Bank of Singapore
Todd Schubert
Head of Fixed Income Research
Bank of Singapore
Alastair Bishop
Managing Director, Global Head of Sustainable Core Investing
BlackRock - Portfolio Management Group
Joy K. Perry
Managing Director & Investment Director
Wellington Commodities Fund
David Makoni
Senior Fixed Income Research Analyst
Bank of Singapore
Oleksiy Shkolnyk
Fixed Income Research Analyst
Bank of Singapore