Investors are increasingly concerned about the US debt ceiling fight in Congress and its impact on the economy and financial markets. The current state of play suggests that negotiations will run dangerously close to the 1 June X-date laid out by the US Treasury.
What are the forward scenarios and what are their implications? Importantly, how should investors position themselves?
Please join our investment experts from Bank of Singapore and guest speaker from J.P. Morgan Asset Management for a discussion on these top-of-mind topics.
Chief Investment Officer (CIO) & Head, Portfolio Management & Research Office (PMRO) Bank of Singapore
Jean Chia is responsible for Bank of Singapore’s CIO Views, Macroeconomics, Investment Strategy, FX, Equity & Fixed Income Research, as well as Discretionary Portfolio Management (DPM), Advisory Portfolio Management (APM) and Funds Selection teams at Bank of Singapore. She is a member of the board of directors for BOS International Funds, Luxembourg and a member of the OCBC Wealth Panel. Jean has over 20 years of experience in Private Banking and Asset Management. Prior to her current role, she was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services at UBS Wealth Management, Singapore. Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors). Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She recently completed a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL). Jean is currently a Financial Women’s Association of Singapore (FWA) Female Champion and an Institute of Banking and Finance (IBF)
Head of Investment Strategy Bank of Singapore
Eli Lee is Head of Investment Strategy at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank. He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction, and serves as a member of the OCBC Group Wealth Panel. He also previously led the Special Situations Research team at OCBC Investment Research. As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC. With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston. He graduated from Harvard University with an MA in Statistics.
Chief Economist Bank of Singapore
Mansoor is a macroeconomist and financial market strategist with two decades experience covering institutional investors around the world. Mansoor speaks to policymakers and central bankers and maintains links with think-tanks in Washington and Beijing. He appears on CNBC and Bloomberg Television, his work features in The Economist and he has written for the Financial Times. Mansoor was most recently at the Royal Bank of Scotland’s investment arm, NatWest Markets, where he was the Asia region's Macro Strategist and previously the bank’s Global Head of FX Strategy. Prior to joining RBS, Mansoor spent 17 years at UBS in London, Zurich and Singapore where he was also Global Head of FX Strategy from 2002 to 2014. Mansoor holds a Bachelors and a Masters degree in Economics from the London School of Economics. He was tutored by Professor Charles Goodhart, a former Chief Adviser at the Bank of England.
Investment Strategist Bank of Singapore
Joseph is an Investment Strategist within the highly regarded Portfolio Management and Research Office in Bank of Singapore. Joseph provides thought leadership on a host of cross asset investment topics, with a particular emphasis on global equities. Throughout his time in the bank, Joseph has been known for his timely calls and deep insights, and has been frequently interviewed and quoted by various media outlets. Prior to his current role, Joseph covered the Global Technology sector for the bank, and has experience navigating a range of topical issues pertaining to the internet, cloud, and the impact of geopolitics on technology. In his earlier career, Joseph has also spent time on the sell side in the area of real estate within Singapore and China. Joseph graduated with a BSc in Economics from the London School of Economics and holds a MSc in Management from the London Business School. Joseph is also a CFA® charterholder
Global Market Strategist J.P. Morgan Asset Management
Based in Melbourne, Kerry is responsible for communicating the latest market and economic views from our Global Market Insights Strategy Team. Prior to joining J.P. Morgan, Kerry worked in the UK pensions industry and also held several economic research positions in the New Zealand government. An employee since 2010, Kerry holds a master’s degree in Economics from the University of Auckland and is a CFA charterholder