Market Watch Live: Tech Selloff from AI Fears

Eli is Managing Director, Chief Investment Strategist at Bank of Singapore and plays a leading role in developing strategic and tactical portfolio asset allocation and thematic strategies across global asset classes and alternative investments for the overall banking group and portfolio management teams.

He is a central member of Bank of Singapore’s Investment Committee, which determines the bank’s overall investment direction, and is an internal member of the BOS-CIO Global Advisory Council.

He was previously Head of Investment Strategy, during which he and his team spearheaded the transformation of the group’s investment allocations to alternative investments and oversaw the
optimization of target allocations for the group’s medium- and long-term portfolio strategies. Before that, he was the Head of Equities Research and advanced the development of the group’s global equity coverage platform across US, Europe and Asia and investment processes in equity alpha generation.

Prior to joining Bank of Singapore and the OCBC Group, he was an investment analyst in the fixed income department at the Wellington Management Company in Boston. He began his career as an associate in Charles River Associates, a consulting firm in Boston specializing in arbitration in the financial sector. Eli also sits on the Wealth Panel of OCBC Group and serves as a member of the Investment Committee for The Salvation Army Singapore.

Eli graduated from Harvard University with a master’s degree in Statistics.

Joseph is a Senior Investment Strategist within the highly regarded Chief Investment
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.

Joseph also covers 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 sellside
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.

Low Pei Han, CFA, is the Head of Equity Research at the Chief Investment Office of Bank of
Singapore and she leads a dynamic team of analysts dedicated to delivering insightful,
actionable equity research to institutional and private clients.

With over 15 years of experience in the finance industry including her days as a sell-side analyst
at OCBC Investment Research, Pei Han brings a wealth of knowledge and a proven track
record of identifying investment opportunities across various sectors and markets.

She has won awards (Top Stock Pickers, Top Earnings Estimators, Asia’s Best Analyst in Oil and Gas) from the Refinitiv StarMine Analyst Awards by LSEG (London Stock Exchange Group), as well as The Wall Street Journal.

Pei Han is a CFA charter holder. She attained her undergraduate degree from the Tepper
School of Business at Carnegie Mellon University and her master’s degree from the Saïd Business
School at the University of Oxford.

Braydon Barcham is an Executive Director and Senior Portfolio Manager of Discretionary
Portfolio Management, he is responsible for managing global equity portfolios, with a particular
focus on Environmental, Social, and Governance (ESG) mandates.

With over 20 years of investment experience, his expertise span across prestigious firms such as Foord Asset Management, Aviva Investors, and Credit Suisse Asset Management and across key financial hubs, including Sydney, London, and Singapore, enabling him to bring a robust global
perspective for his role.

In addition to his practical experience, Braydon possesses a strong academic background that
complements his professional qualifications. He earned a Bachelor of Business degree from
Charles Sturt University and furthered his education with a Graduate Diploma in Applied Finance
& Investment from the Financial Services Institute of Australasia (FINSIA). His commitment to ESG
principles is underscored by several certifications, including the Certificate in ESG Investing from
the CFA Institute, as well as the Certificate in Climate & Investing and the Certificate in Impact
Investing from the CFA Society of the United Kingdom.

Braydon is also recognized as an EFFAS Certified ESG Analyst (CESGA) and is a CFA
charterholder. These credentials reflect his dedication to sustainable investing and his ability to
navigate the complexities of the global equity markets.

Richard Clode is a Portfolio Manager on the Global Technology Leaders Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014.

Prior to Henderson, Richard held positions with Gartmore, Moore Capital, and Pioneer
Investments as a technology analyst in emerging markets.

He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager.

Richard received a first-class honours degree in modern history from the University of Oxford. He holds the Chartered Financial Analyst designation and has 22 years of financial industry experience.