Where should investors be focusing in 2021?

Presented by

Jay Lee, Michael Wu, Phillip Zhong, Wing Chan (Morningstar Investment Management Asia Limited); Sebastian Enberg (APB)

About this talk

The past 12 months have tested the mettle of every professional investor and advisor around the globe. February’s unexpected market sell-off was followed by an even greater unexpected rebound in the months following. The dislocation between market indices and economic indicators remains a massive challenge for investors anticipating market adjustments and downside risk, whilst ensuring that growth opportunities are not missed. Research on COVID-19 vaccines meanwhile continues at breakneck speed, with hope to bring one to market soon so the global crisis can be eased and battered economies have a chance to recover. 2020 was certainly not for the fainthearted, and 2021 doesn’t look to be any easier, so we invite you to join Asian Private Banker and Morningstar for an hour long live discussion with experts debating key themes that should be on top of investors’ agendas for 2021 including: - Overview of Covid-19 vaccines development and other treatments – the key to recovery - What is the outlook of real estate based on behavioural and structural changes caused by work from home arrangements and growth in online retail demand? - Asia Banks: Focusing on Long-Term Fundamentals - Is China onshore fixed income the panacea in a world of zero rates and flat yield curves? - How to pick the best onshore equity managers in Chinese A-shares? SPEAKERS - Jay Lee, Equity Analyst Morningstar Investment Management Asia Limited - Michael Wu, Senior Equity Analyst, Morningstar Investment Management Asia Limited - Phillip Zhong, Senior Equity Analyst, Morningstar Investment Management Asia Limited - Wing Chan, Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited

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