UBS Wealth Insights 2020

The Decade of Transformation

The previous decade was a phenomenal one for financial markets. The S&P 500 gained 190% and the Nasdaq Composite Index tripled. But investing might not be as straightforward from hereon. What will the next 12 months – and the next decade – bring? What impact will the US presidential election and the China-US trade conflict have on investments? And how should investors position themselves in a low-yield, late-cycle environment?

More than 1,100 attendees gathered at Marina Bay Sands Expo & Convention Centre for UBS Wealth Insights 2020 Singapore to hear UBS – as well as external – experts weigh in on these issues. Kicking off the day was UBS CIO Global Wealth Management, which has a somewhat-optimistic view of equities, expecting global central banks to continue their easy monetary policy. The move from tightening to loosening liquidity in markets played a big role in pushing assets higher in 2019, and CIO expects this to continue in 2020.

Against this backdrop, however, geopolitical risks will bring uncertainty to markets. The top concern remains the China-US trade conflict, according to guests surveyed at the event. Guest speakers agree that the rivalry between the two largest economies is likely to stay, with China likely to push ahead with structural reforms and US, attempting to contain the former's emergence as a global superpower. The other risks are the US presidential election at the end of the year, the results of which may bring changes to the taxation and trade policies of the current administration.

Here are some highlights of Wealth Insights 2020 Singapore.

 

The Year Ahead
 

 

United States vs. China:
A new kind of cold war?

 

The Decade Ahead

Agenda
 

Please click on the agenda for details and latest update of the programme.

Focused Insights from our in-house experts

Get a head-start and find out more about opportunities in the year and the decade ahead


 

Event Host

 

August Hatecke

Co-Head Wealth Management Asia Pacific,
UBS Global Wealth Management

Biography (PDF, 72 KB)

UBS Speakers (In order of appearance)

 

Mark Haefele

Chief Investment Officer,
UBS Global Wealth Management

Biography (PDF, 67 KB)

 

  

Tan Min Lan

Head Chief Investment Office APAC,
UBS Global Wealth Management

Biography (PDF, 70 KB)

 

   

John G. Savercool

Senior Lobbyist,
U.S. Office of Public Policy,
UBS Americas Inc.

Biography (PDF, 69 KB)

 

Kelvin Tay

Regional Chief Investment Officer,
UBS Global Wealth Management

Biography (PDF, 71 KB)

 

Christian Raubach

Client Strategy Officer Asia Pacific,
UBS Global Wealth Management

Biography (PDF, 71 KB)

 

Paul Stefansson

Global Head Investment Funds,
UBS Global Wealth Management

Biography (PDF, 66 KB)

 

Sundeep Gantori

Equity Analyst,
Chief Investment Office,
UBS Global Wealth Management

Biography (PDF, 85 KB)

 

Jesper Moh

Investment Funds Specialist,
UBS Global Wealth Management

Biography (PDF, 79 KB)

 

Serena Tang

Structured Product Solutions Specialist,
UBS Global Wealth Management

Biography (PDF, 76 KB)

 

Venetia Lai

Analyst,
Direct Investments Group,
UBS Global Wealth Management

Biography (PDF, 59 KB)

 

Timothy Tay

Head APAC Credit,
Chief Investment Office,
UBS Global Wealth Management

Biography (PDF, 82 KB)

 

Ricardo Beninatto

Head Active Advisory Singapore,
UBS Global Wealth Management

Biography (PDF, 80 KB)

 

Michelle Chua

Portfolio Specialist,
UBS Global Wealth Management

Biography (PDF, 65 KB)

 

Ross Dilkes

Portfolio Manager,
UBS Asset Management

Biography (PDF, 71 KB)

 

Hartmut Issel

Head APAC Equities,
Chief Investment Office,
UBS Global Wealth Management

Biography (PDF, 85 KB)

 

Mario Knoepfel

Head Sustainable Investing Advisory Asia Pacific,
UBS Global Wealth Management

Biography (PDF, 66 KB)

 

Nicholas Cheng

Head Direct Investments APAC,
UBS Global Wealth Management

Biography (PDF, 61 KB)

Guest Speakers (In order of appearance)

 

Niall Campbell Ferguson

Senior Fellow, Hoover Institution,
Stanford University & Senior Faculty Fellow of the Belfer Center for Science & International Affairs, Harvard University

Biography (PDF, 100 KB)

 

Yu Yongding

Senior Fellow and Academician of Chinese Academy of Social Sciences;
Member of the Advisory Committee of National Planning of the National Development & Reform Committee of the People's Republic of China; Former Member of the Monetary Policy Committee of the People's Bank of China

Biography (PDF, 88 KB)

 

Mark Kiesel

CIO Global Credit,
PIMCO

Biography (PDF, 55 KB)

 

Joshua S. Friedman

Co-Founder, Co-Chairman & Co-CEO,
Canyon Partners, LLC

Biography (PDF, 92 KB)

 

Peter H. Diamandis

Founder & Executive Chairman, XPRIZE Foundation,
Executive Founder & Director, Singularity University

Biography (PDF, 92 KB)

 

Kiren Kumar

Chief Digital Industry Officer,
Digital Industry Singapore

Biography (PDF, 60 KB)

 

Harry C. Hui

Founding Managing Partner,
ClearVue Partners

Biography (PDF, 73 KB)

 

Rohan Talwar

Head of Corporate Development,
Circles.Life

Biography (PDF, 56 KB)

 

Bruno Paulson

Portfolio Manager,
International Equity Team,
Morgan Stanley

Biography (PDF, 59 KB)

 

Master of Ceremony

Patricia Quek

Market Head Singapore,
UBS Global Wealth Management

Biography (PDF, 69 KB)