Major geopolitical friction, sustained low rates and a potential extension to the longest credit cycle on record are testing institutional investors’ strategic and tactical asset allocations. While many investors see the trade war between America and China as something that won’t affect their long-term strategies, few are considering how an uninterrupted economic conflict between the world’s two superpowers might impact their portfolios. America has always been the world’s centre for global liquidity, so a bifurcated world threatens to upend their investment decisions. These forces, compounded by a seemingly endless era of low rates and cheap money, form the backdrop of AsianInvestor’s 11th Southeast Asia Institutional Investment Forum.
Throughout the day and a half of content, global and regional asset owners will be discussing how their portfolios could change and how they are adapting their strategic allocations to prepare for a sustained uncertainty. Through scenario-setting, debates, panel discussions, interviews and presentations, the event aims to answer the crucial questions: in a world where geopolitics and low rates collide, how should investors plan for the long-term?