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Investment Solutions Forum 2019 SG - Highlights - Johan Jooste

Johan Jooste of Bank of Singapore

Jun 17, 2019

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

Video transcript

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

The challenges really revolve around how to deal with all the things that are uncertain. We're starting to see some strains in liquidity. Investors really have to think more about liquidity and how they're going to move things around rather than possibly downturns in markets. That's going to be something to think about as a challenge. Opportunity-wise, it's just the flip side of the same coin, isn't it? Now you will have, sometimes, the opportunity to get things on the cheap as the markets move a lot. All sorts of new things that have come in. It's usually someone with a strange hairdo called Donald introducing opportunities to buy Mexican debt. Maybe cheap Hong Kong stocks, these things happen all the time. So it's geopolitical and it seems to be a little bit worse now than previously in the cycle. And then the big thing to manage, it can be a plus or minus, is just how central banks respond to all of this. There'll be threats, there'll be opportunities, probably too much to mention.