Investment Solutions Forum 2019 SG - Highlights - Gary Dugan

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1. What are the challenges and opportunities for this industry?

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1. What are the challenges and opportunities for this industry?

With probably another wave of quantitative easing and interest rate cuts coming the way of investors, I think they are looking to take more risk in portfolios at the moment. Hence, people are looking back to emerging markets and to credit, whereas before they were about to hunker down just in plain government bonds. I think that risk-taking could be something that's in place probably for the next 12 months, so people are looking to take better strategic decisions to move back into emerging markets, back into the high yield market, where there are some good opportunities after some of the credit spread widening we've seen, on the fear that the world was coming to an end without the support of policymakers. Quantitative easing, lower interest rates, a positive environment for investment and for risk-taking.

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