As we approach the middle of 2022, the world is a very different place from the one we all inhabited a year or so ago. Then, the pandemic was still raging, and the virus was more worrisome, but inflation was still a distant prospect and rate rises, while anticipated, were predicted to be very gradual. The threat of a Russian invasion of Ukraine was far from anyone’s main concern. But now, faced with some really serious headline inflation numbers coming through in the US and Europe, in particular, with the Federal Reserve fast-tracking rate rises, and with all the uncertainties over Putin’s aggressions and ambitions, investors have been redefining their portfolios and adapting them for the current and anticipated situations.

Thematic investment strategies are considered of great value for the curation of key elements of robust portfolios, as they help take into account many of the world’s more immediate and predicted financial, economic and geopolitical uncertainties. A past Fidelity Viewpoint paper highlights how thematic investing strategies take into account long-term trends, ideas, beliefs, and values when choosing stocks, bonds, mutual funds, ETFs, and other investments, noting that among the most popular types of thematic strategies are those focused on disruption, megatrends, and ESG, adding that thematic mutual funds or ETFs can provide opportunities to invest in themes as well as offering the benefits of professional investment research and management.

And MSCI literature defines thematic investing as a top-down investment approach, designed to capitalise on opportunities created by macroeconomic, geopolitical and technological trends that are both structural and transformative in nature. In short, this investment approach therefore offers investors a fascinating way to capture powerful global trends that may drive future stock or asset performance.

On July 14, the Hubbis Digital Dialogue event will see a panel of wealth management and investment experts offer their views on some of the more interesting thematic investment strategies that wealthy private clients can adopt. They will consider how this can apply to the Asian wealth management market, and to private clients across the generations. They will review what are the private banks, the IAMs/EAMs and the fund management creators are doing to tailor and deliver more product and better solutions to meet the very clearly growing demand for thematic investing in the region.

Jul 14

What Thematic Strategies are in Favour and Why?

3.00pm - 4.00pm HKT/SGT

REGISTER
Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Mitchell Lam

CSOP Asset Management

John Ng

DBS Private Banking

Wendy Chen

GAM Investments

Isaac Poole

Oreana Financial Services

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event content
All event content

Experience our latest event for yourself

Middle East Wealth Management Forum 2020

3.00pm - 4.00pm HKT/SGT

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 15.00pm

    What Thematic Strategies are in Favour and Why?

    • What has changed in the world that makes thematic investing more relevant today?
    • What is the Asian WM community doing to adapt their products, services and expertise to the evolution of thematic investing amongst their private clients?
    • What are the expectations of wealthy private investors in relation to thematic investments and how should they fit these into their broader/diversified portfolios?
    • Do you buy into Passive or Active funds? Or perhaps both? Why?
    • Do you see increasing adoption of ETF strategies among wealth managers and investors in Asia? Why or why not?
    • How should HNW clients use thematic ETFs within their portfolios?
    • How does thematic investing differ from ESG investing, or perhaps align with ESG?
    • Does thematic investing fit well into the advisory and DPM mandates?
    • Where are some of the more interesting thematic investment opportunities today, and why?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Ng

    Head of Funds, DBS

    DBS Private Banking

    Arjan de Boer

    Deputy Chief Executive, Head of MIS, Asia Markets, Investments & Structuring, Asia

    Indosuez Wealth Management

    Isaac Poole

    Global Chief Investment Officer Portfolio Manager

    Oreana Financial Services

  • 16.00pm

    Webinar Ends

Jul 14

What Thematic Strategies are in Favour and Why?

3.00pm - 4.00pm HKT/SGT

REGISTER
Speakers

Mitchell Lam

CSOP Asset Management

John Ng

DBS Private Banking

Wendy Chen

GAM Investments

Isaac Poole

Oreana Financial Services

Jul 14

What Thematic Strategies are in Favour and Why?

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners
Jul 14

What Thematic Strategies are in Favour and Why?

3.00pm - 4.00pm HKT/SGT

REGISTER