Game-changing investment trends to shape 2021 and beyond – On-demand


In October 2020, Morningstar and APB hosted a webinar that dissected key alpha opportunities for the year ahead.

Four months on, the Year of the Ox is upon us and the team at Morningstar return with fresh, timely and critical insights to help fund selectors, investment advisors and relationship managers evaluate the best themes and strategies – and their ideal providers – for the year ahead.

Key points over the hour long discussion include:

  • A review of demand for ESG funds from both private banks and their UHNWI clients in Asia and how to sort the wheat from the chaff to select the most appropriate ESG products
  • Further insights into China‘s onshore markets and where to focus on growth when faced with a massive suite of opportunities, and who to best provide that opportunity whether global or local providers
  • Fixed-income strategies and how the ever-intense search for yield can take place without undue risk in a world of low-to-no yielding assets
  • How can investors distinguish genuine mega-trends from short-term fads in the increasingly crowded field of thematic funds?

Join us on 18 March at 3pm HKT to hear insights and expertise on approaches and opportunities for the coming year.

About the speakers

Jansen Phee
Head of Funds Investment Solutions, Asia Pacific, UBS Global Wealth Management

Jansen Phee is the Head of Funds Investment Solutions for Asia Pacific at UBS Global Wealth Management. He is also the Head of Global Investment Management China.

In his first role, Jansen is responsible for UBS GWM’s fund offerings and fund agenda in the region. He is based in Singapore and chairs UBS’s Asia Pacific funds committee and is also a member of its global funds committee. In his other role, Jansen is responsible for UBS GWM’s funds, alternatives, and wealth planning (life insurance and family trust) businesses in onshore China. Jansen previously also headed UBS’s discretionary fixed income and equity teams and was the head of the Singapore and Malaysia Investment Specialist team where he helped advise and structure investment solutions for clients. He has over 18 years of experience in investment advisory, discretionary management and research roles.

Prior to re-joining UBS, he was with BNP Paribas WM as the head of equities within the discretionary portfolio management team and before that a senior investment counselor. Jansen also spent time at Mercer Consulting as an investment consultant and at Citigroup Private Bank as an investment portfolio counselor.

Jansen graduated from the London School of Economics with Honors in Econometrics and Mathematical Economics.

Rodolphe Larqué, CFA
Managing Director, Head of Managed Solutions, Asia Pacific, Credit Suisse

Rodolphe Larqué is Head of Managed Solutions for Credit Suisse Private Banking Asia Pacific.

Mr. Larqué manages the Fund Solutions (including Mutual Funds, ETFs, REITs, Hedge Funds, Private Equity and Real Estate) and Mandate Solutions (including discretionary and advisory mandates) platforms in the Asia Pacific region.

Mr. Larqué started heading the Managed Solutions Asia Pacific Team in January 2019. He was previously Head of Fund Solutions since January 2018, and Head of Mutual Funds and ETFs Asia Pacific since July 2014. Prior to this, he worked 10 years in Structured Products and headed the Structured Products Advisory Team for Credit Suisse Private Banking Asia Pacific. He also held positions as M&A Specialist in Switzerland and Economist in Canada.

Mr. Larqué holds a Degree in Economics and a Master in Banking & Finance from HEC Lausanne, Switzerland. He is also a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

Wing Chan
Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited

Wing Chan is the director of the EMEA and Asia manager research practices at Morningstar
Investment Management Asia Limited, a wholly owned subsidiary of Morningstar, Inc.

He is responsible for leading Morningstar’s global cross-border manager research teams based across Europe, the Middle East, Africa, and Asia, as well as overseeing the delivery of manager research services to financial institutions and intermediaries. Chan was previously director of manager research for Asia.

Prior to joining Morningstar in 2013, Chan was an investment counsellor and vice president for EFG Bank, where he advised on investment solutions for the bank’s clients and relationship managers and contributed to the bank’s mutual fund research and due-diligence effort in Asia. He also worked as an investment associate for Macquarie Private Bank and as an investment consultant for Lonsec Limited.

Chan holds a bachelor’s degree in economics and finance, with merit, from the University of New South Wales.


 

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