Location: Virtual
Time: 9:00 am - 5:30 pm SGT

The Next Decade: Charting the Road Ahead

A world of macro policy headwinds, accelerating secular waves, and rising geopolitical and regulatory risks should prompt a rethink about how we approach investing. It’s about asking crucial questions and searching for new and innovative investment solutions to replace - or complement - existing allocations. As sustained and significant changes loom, opportunity beckons to explore new investment frontiers.

The APAC Investor Forum 2022 will uncover crucial insights affecting investment trends through the next decade and beyond, including global issues shaping long-term strategies, sustainability, the rise of Asian wealth, technology and innovation, fixed income, and private markets.

Join Franklin Templeton’s specialist CIOs and portfolio managers, and luminaries from across the sector, for a day of insightful discussions as we look toward the next decade’s investment trends and dig deep on the impacts for investors.

 AGENDA 

WELCOME & OPENING REMARKS
Tariq Ahmad, Co-Head of Asia Pacific, Franklin Templeton


FORECASTING THE ROAD AHEAD: A CIO PANEL

A once in a century pandemic, the first military-backed invasion in Europe since World War II and the highest inflation recorded in over 40 years: Reality is surely stranger than fiction. We unpack all that with our CIOs and economists to discuss the potential real and financial ramifications of a recession and the shifting economic landscape.

Moderator:

  • Stephen Dover, Chief Market Strategist and Head of the Franklin Templeton Institute

Panelists:

  • Dr. Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income
  • Dr. Michael Hasenstab, Chief Investment Officer, Templeton Global Macro
  • Francis Scotland, Director of Global Macro Research, Brandywine Global Investment Management
  • Manraj Sekhon, CFA, Head, Templeton Global Investments
TRENDS THAT WILL SHAPE THE NEXT DECADE

Geopolitical concerns are at the forefront of most investors’ minds lately. Dive into various scenarios and trends that will impact the next 10+ years, specifically affecting Asia.

Speaker:

  • Sumana Rajarethnam, Director, South-East Asia of Economist Intelligence Corporate Network


GRAPPLING WITH HUNGER: FOOD INSECURITY, INNOVATION AND TECHNOLOGY
Food accounts for a relatively significant share (around 40%) of the CPI baskets for emerging markets, which increases the stickiness of inflationary effects arising from supply challenges and global warming, and the ongoing Russia-Ukraine conflict. Innovation in food and agriculture will be essential to address challenges of feeding growing population, while addressing negative impacts, such as climate change and human health. Food innovation and the future of food production will play a major role in markets over the coming decades.

Moderator:
  • Christy Tan, Investment Strategist, Franklin Templeton Institute
Panelists:
  • John Diener, Co-Founder and CEO, Vertical Oceans
  • Patrick Vizzone, Managing Director, Head of Agri-Food, Franklin Templeton Asia Pacific Alternatives


LUNCH & NETWORKING


ALTERNATIVE INVESTING: OPPORTUNITIES IN TODAY’S PRIVATE MARKETS
The allure of the private markets has never been more evident. By 2025, the global private equity market is expected to more than double in size. Learn about some of the opportunities available in the space.

Moderator:
  • Jing Vivatrat, President & COO, Global Private Equity
Panelists:
  • Tim Huang, Partner, Lexington Partners
  • Nainesh Jaisingh, Founding Partner and CEO, Affirma Capital
  • Richard Schaupp, Portfolio Manager, Clarion Partners


THE CASE FOR FIXED INCOME
With US economic growth maintaining sufficient momentum and high inflation becoming a political and social issue, we explore the implications for fixed income investors globally? How should investors engage with fixed income with bonds finally offering reasonable yield and income? How can Asia Fixed Income exposure complement a predominantly developed market fixed income portfolio?

Moderator:
  • Subash Pillai, Regional Head of Client Investment Solutions – APAC, Franklin Templeton Investment Solutions
Panelists:
  • Ben Barber, CFA, Director, Municipal Bond Department, Franklin Templeton Fixed Income
  • Andrew Canobi, CFA, Director of Australia Fixed Income, Franklin Templeton Fixed Income
  • Desmond Soon, CFA, Head of Investment Management, Asia (ex-Japan)/Portfolio Manager, Western Asset Management


NETWORKING BREAK


BRACING FOR ECONOMIC AND INVESTMENT SHIFTS IN SUSTAINABILITY
How will trends that shape the next decade impact investments? What are some of sustainable investment themes that investors should start paying attention to that could potentially reap benefits? Will sustainability take a backseat or continue to feature as a key priority in today’s world?

Moderator:
  • Daniel Fitzgerald, CFA, Portfolio Manager, Martin Currie

Panelists:
  • Christiaan Jordaan, CEO & Founder, Sicona Battery Technologies
  • Mary Jane McQuillen, Portfolio Manager and Head of ESG Investment, ClearBridge Investments
  • Andrew Ness, Portfolio Manager, Franklin Templeton Emerging Markets Equity


INVESTING IN A NEW DIGITAL ERA
The acceleration of digitalization continues to transform the world. This irreversible trend is reshaping the needs and expectations of businesses, consumers and investors alike, and no industry or market is untouched by the need to be faster, more efficient, and cutting-edge. In this session, our panel of experts uncover what the future of digital looks like for investors, and provide crucial insights including how investors can capitalize on the cloud, AI, 5G infrastructure, cybersecurity and blockchain over the next decade.

Moderator:
  • Chetan Karkhanis, SVP, Digital Strategy and Wealth Management, Asia Pacific, Franklin Templeton
Panelists:
  • Ferdinand Cheuk, Portfolio Manager, Templeton Global Equity Group
  • Jonathan Curtis, Portfolio Manager, Franklin Equity Group


WRAP UP

Stephen Dover, Chief Market Strategist and Head of the Franklin Templeton Institute


EVENT CLOSE
Matthew Harrison, Co-Head of Asia Pacific, Franklin Templeton