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Asian Wealth Management Forum 2019 SG - Exclusive Insights - Haren Shah - 2

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1. What are the main investment themes and the products that will be most relevant in 2H 2019?

Video transcript

1. What are the main investment themes and the products that will be most relevant in 2H 2019?

It all depends on the investor’s expectations are. Every client has a different risk profile. Every client has different asset allocation. Some are very conservative but one thing is for sure, as we move into the second half of this year, definitely one needs to take risk off, because I think the best returns are behind us. I would say that clients need to look at and ask themselves are things going to get better or are they going to get a bit more difficult? I do feel with all the uncertainties and the fact we’re in a late stage economic run, the chances are that earnings are going to disappoint. Of central banks do cut industry that should not be bad news simply because I do feel that you can't continue to have a liquidity driven market, you need to have the fundamentals backing it up. We've been conservative. I think less risky assets will be the place to be. Alternatives might be an area where they maintain market neutral. But one definitely needs to take risk off the table.

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