Global Market Outlook, Investment Climate and Asset Allocation

Brexit, trade wars, a Chinese debt bomb, and intermittent capital flight from developing nations are some of the issues facing the global economy in 2019. The volatility in 2018 is expected to continue into 2019, although the growth is also expected to be similar at around 3%. The allocation of traditional and alternative assets globally is becoming more acute and complex as investors search for attractive yield and improved diversification across an ever-expanding array of investment opportunities in both public and private markets in an increasingly volatile investment climate. Where are the risks and opportunities? How can diversified portfolios deliver growth and income more efficiently and on an attractive risk adjusted basis? How does US fit in the global asset allocation equation?

US Economy Outlook

After a strong growth in 2018, the consensus predicts US economy to slow down in coming years. Several risks are identified which include escalating trade wars, reversal of fiscal policy, falling government spending and global volatility (Brexit, Chinese debt bomb and jittery stock markets). Still, the current uptrend has continued for 120 months which surpasses the 1991-2001 expansion to become the longest since at least 1857. Will current growth performance likely to continue? Will the trade war likely to escalate? Where are the major risks, opportunities and returns as we enter 2019? How can we address them?

Listing into US Stock Exchanges

US stock market is considered to be the largest and most liquid in the world. Listing in this stock market would allow investment from some of the largest global institutional investors as well as access to general investors worldwide. In addition, the listed companies also enjoy the prestige and brand equity associated with the listing. In this section we hear from the regulators, listed companies and underwriters on the requirements, benefits and challenges of listing into US stock markets.

FinTech, Blockchain and Digital Assets

FinTech, which is an umbrella term for blockchain, AI, IoT etc; would represent one of the biggest investment opportunity in the coming years, also one which might revolutionise the finance and investment industry, and business in general. Blockchain technology alone, has been identified to have many applications in finance, investments and other industries including aviation. However, as with other new revolutionary technology, FinTech can also represent great risk, especially at the early stages (past example would be the internet boom). For example, we have already seen many cryptocurrencies being issued without clear business case, followed by the corresponding euphoria and subsequent crash. Some commentators suggest that many of the investments into FinTech sectors would result in significant loss. How to invest and navigate the risk in this sector? Where are the emerging trends, disruptions, risks and opportunities? What are the roles of FinTech, and how do we navigate its development and managing the risk it might possess to the system?

Fast Growing ICO Companies Showcase

Blockchain technologies is refining commerce and fundamentally changing how industries function and operate. Chainstarter is helping to build the new infrastructure that creates the new Crypto Capital Markets so that institutions and individuals alike can engage in a single global economy free from tampering, and where the store value is protected.

Investors can meet and hear directly from a selection of successful and fast growing global blockchain companies presented by Chainstarter. Some of these companies have the potential to scale to over 1 million users in under a year and achieve USD1 billion market capitalization. Presented in 8 minute segments, this Showcase presents concise education following investment decisions. You are invited to further engage the ICO Showcase Companies’ executives at their showcase tables.

Fast Growing Companies Showcase

Investors will meet and hear directly from 6 fast growing companies. Each Fast Growing Company (FGC) has the potential to achieve USD100 million turnover within 5 years. Presented in 8 minute segments, this session presents concise information for investment decisions. Attendees are invited to further engage the FGC managers at the Showcase Hub. Participating FGC’s profiles are available online.

Innovations in Medical and Biotechnology

With ageing population, increased longevity (and the corresponding onset of certain chronic diseases) and the rise in popularity of a single lifestyle; medical and biotechnology represents some of the most lucrative investment opportunities. As with the case of Fintech within financial sector, we have seen the innovations (tech or otherwise) which can potentially revolutionise this industry. Some of the examples: stem cell research, 3D visualization and augmented reality for surgery, 3D printed organs, HPV vaccine, etc. What are the innovations to watch out for? What are the risks and opportunities? And how these innovations might help in addressing the demographic challenges and hence, deliver superior return to investors?

Venture Capital Investing

Venture capital investment is gaining popularity as an asset class globally, spurred by an entrepreneurial movement, global trends in ecommerce, disruptive technologies and business models, fintech developments, governmental support in some countries and increasing access by retail investors in addition to institutions and high net worth individuals. Individual investors are also seeing venture capital investing a quick way to make large gains and choosing to leverage the expertise of venture capital firms rather than investing directly in start-ups and small-medium enterprises. How does Venture Capital really work? What are Venture Capital Funds investing in US and Asia? Where are the risks and returns? How can individual investors participate?

Competition in Global Tech Innovation: Will US Maintain the Lead?

US and China led the tech innovation in 2018. It was not long ago that China was only copying technology from tech leading countries like US and Japan. In addition to the rapid economic growth, market protectionism and relatively lax of regulation, Chinese government expresses their ambition to become the leader in tech innovation and science globally. The current consensus already placed Shanghai behind San Fransisco (i.e. Silicon Valley) as a global tech hub. In addition to China; UK, Japan and India also increasingly recognized in global tech innovation. How does US maintain its position as the leader in global tech innovation (and should they)? Will the global tech innovation powerhouse in the future become increasingly diversified, and if so, is it bad for US?

Africa Outlook and Investment Opportunities

Advancements in emerging technologies such as battery and electric/hybrid automotive are driving increasing demand for resources from Africa. According to S&P Global forecast 2030 vs. 2016, the demand is expected to reach an additional 18% for copper, 56% for nickel and 314,000 tonnes of cobalt. In addition to the rise of specialist funds providing financing and investment opportunities to resource companies, the buoyant commodity prices have also triggered increased investor confidence, significant deal appetite, interest in private-public-partnerships, demand for quality assets and economic growth in many African markets. However political instability, lack of infrastructure, immature capital markets and bankability of investment projects remains major stumbling blocks. How can these challenges be overcome? Why does Africa remain ripe for investment? Where are the real returns in Africa? How can Africa fit within an investment portfolio?

Real Estate Trends and Returns

After falling by a third during the financial crisis a decade ago, U.S. house prices have mostly recovered all their losses, rising at more than double the rate of inflation and wages over the last five years. However, the US house price growth is expected to decrease significantly due to the expected slowing economy.

Globally, real estate remains an asset class of choice to generate, accumulate and preserve wealth. The combination of above average global economic growth, steady inflation, aging populations, unprecedented volatility and uncertainty in other asset classes created a favorable environment for real estate investing globally. What are the global real estate trends and opportunities moving forward into 2019? Where are the returns in familiar markets like UK, Australia and Asia? How is the outlook in US? How can you use real estate to build your wealth? This session features a panel of experts from real estate services, real estate investment trusts, banking and private equity.

Impact Investing

Impact investing has a purpose of not only generating financial return, but also beneficial social or environmental impact from the investments. While still representing a small fraction of total investment, impact investing has grown rapidly from USD138 billion in 2015 to USD228.1 billion in 2018, and forecasted to reach USD 307 billion by 2020. With millennials emphasize impact investing more than any previous generation, the market for impact investing might command the lion share of the investing market in the future. However, transitioning into impact investing might prove to be challenging due to common perception of the lower return that it entails. In addition, it would also limit the investment choices and might further put a limit on the potential return. Is it worth to consider impact investing from business point of view? Does impact investing indeed result in lower return? Should the government incentivise impact investing? Which area/problem (income inequality, reducing pollution etc) that impact investing can feasibly target?

From Family Business to Family Office

Many family businesses turn to family offices as a structured way to separate the management of the family’s personal wealth, maximise financial interests and investments, reduce complexity and handle the family’s daily affairs across multiple generations. Single family and multi-family offices are commonly used to preserve and grow family wealth and assets in US and the Europe. The demand for family offices will also increase as the number of UHNW families rise in emerging markets. This session brings together a team of experts from family businesses and single and multi-family offices to share insights on the journey from family business to family office, and how and where they are investing family wealth.

Asia Economy, Market Outlook and Investment Hotspots

Asia continues to be the fastest-growing region according to IMF despite concerns about slow productivity growth, rapidly aging society and growing protectionism. China and India continue to lead the charge. Booming economies like Philippines, Cambodia, Laos and Myanmar are increasingly investment magnets. This session gathers a team of experts from various Asian markets and industries to shed light on the growth trajectory, market trends, portfolio risks, returns and opportunities for investors into 2019.

Emerging Industries and Opportunities

Internet of Things, Artificial Intelligence, Virtual Reality, Genomics, Drones, Mobile Payments, Wearables…Entirely new or restructured industrial sectors are growing at rates faster than the overall economy and disrupting markets. Which existing companies and industries are in danger of being disrupted? Where are the potential for massive growth and returns? How can we capitalise on the opportunities and challenges globally and in US?

Preserving Assets and Wealth for the Next Generation

Many families fail to plan and pass on their wealth to the next generation successfully or efficiently. Why is this so especially in Asia? What are the financially prudent and effective ways to preserve wealth? What resources are available internationally and in Singapore? This session brings together experts from wealth management, private banking and family offices and services to provide insights into wealth protection and transfer.