Insights for Investing in the New Normal

Acting on long term imbalances

Date: Wednesday, 11 November 2020
Time: 9:30 am SGT / HKT | 8:30 am BKT | 12:30 pm AEDT
Duration: 45 minutes

2020 has thrown the world into upheaval. While many would want to write off the last 11 months, economic and financial dislocations have created potential opportunities.

In this webinar, we will hear from Michael Hasenstab, CIO of Global Macro on the macro outlook and the impact of the US elections.


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Audience members may arrive 15 minutes before the scheduled start time.

Speaker


MICHAEL HASENSTAB, PH.D. 

Chief Investment Officer
Templeton Global Macro 

Michael Hasenstab, Ph.D., is executive vice president and chief investment officer for Templeton Global Macro, which conducts in-depth global macroeconomic analysis covering thematic topics, regional and country analysis, and interest rate, currency and sovereign credit market outlooks. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles ranging from retail mutual funds to unregistered, privately offered hedge funds. Dr. Hasenstab is a portfolio manager for a number of funds, including Templeton Global Bond Fund and Templeton Global Total Return Fund.

Dr. Hasenstab is economic advisor to the CEO of Franklin Resources, Inc., providing his perspective and insight through the lens of Templeton Global Macro. he is also a member of Franklin Resources' executive committee, a small group of the company's top leaders responsible for shaping the firm's overall strategy.

Dr. Hasenstab has received numerous industry awards and accolades throughout his investment career. Over the last decade, the funds that he and his team manage have collectively received more than 400 awards from various rating agencies globally, including Lipper and Morningstar. In addition, various publications have recognized Dr. Hasenstab's investment expertise including, most recently, his being named one of Forbes' Money Masters of 2015. Investment Week named him Global Bond Manager of the Year in 2008, 2010 and 2011 and recognized him as one of the most influential fund managers in 2010. Morningstar awarded him Fixed Income Manager of the Year in Canada in 2013 and Fund Manager of the Year in the U.S. in 2010. In 2011 and 2012, he was highlighted as one of the most influential young people in business in Fortune's 40 under 40.

Dr. Hasenstab holds a Ph.D. in economics from the Asia Pacific School of Economics and Management at Australian National University, a master's degree in economics of development from the Australian National University, and a B.A. in international relations/political economy from Carleton College in the United States.


Moderator


SUBASH PILLAI

Managing Director, Regional Head of Client Investment Solutions - APAC,
Franklin Templeton Investment Solutions, Singapore

Subash Pillai is the Regional Head of Client Investment Solutions (APAC) for Franklin Templeton Investment Solutions. Subash has responsibility for developing multi-asset, goals-based investment portfolios for our clients in the region. Franklin Templeton Investment Solutions builds on the broad range of investment capabilities across the firm's Fixed Income, Equity and Alternatives investment groups and affiliates, as well as accessing third party managers.

Subash has over 20 years experience as an asset allocator, fixed income and foreign exchange investor. Prior to joining Franklin Templeton in 2018, Subash worked for 18 years at Goldman Sachs. Subash was responsible for Goldman Sachs Asset Management's Fixed Income and Multi-Asset business in Australia as well as the Global Liquidity Business across APAC. He led macroeconomic analysis for Australia and New Zealand, informing rates and currency risk-taking activities as well as working extensively with Institutional, Government, Corporate and Third-party distribution clients across APAC. Subash commenced his career at the National Australia Bank in 1997, on the Foreign Exchange desk.

Subash has an MBA from the Melbourne Business School and Bachelor's degrees in Commerce(Hons) & Arts from Monash university in Melbourne Australia.