Asia Pacific Investment Forum 2024: Key takeaways

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Opportunities amidst change: Getting portfolios ready for 2024 and beyond

Repositioning portfolios for a world of disruption and change was the theme of this year’s Wellington Asia Pacific Investment Forum, which brought together Wellington experts and leading asset allocators from across the region in Hong Kong, Singapore, Malaysia and Thailand.

Here, we share insights that may help investors optimise portfolios for this new era and capitalise on new opportunities amidst change.

Key takeaways: Investing differently

  1. Identifying selective areas within traditional asset classes may enhance return potential. For instance, we believe Chinese equities may offer disproportionate upside if positive news were to trigger a sudden rally. We also see promising opportunities in US growth stocks and in value stocks elsewhere. In fixed income, dispersion is leaving pockets of value in sectors ranging from European high yield and financials to structured finance and African credit.
  2. Targeting technological breakthroughs may offer exciting opportunities across both public and private markets, most notably in artificial intelligence (AI), but patience and research are crucial to cut through the hype and identify long-term winners.
    Likewise, the pace of innovation in biotech is yielding attractive new investment angles as societies seek new ways to tackle ageing populations. Late-stage growth offers another appealing but underappreciated way of capturing innovation by offering access to the next generation of private companies that will change and disrupt industries and markets.
  3. Applying climate science by using future projections of physical risks as a novel data source can help inform investment decisions on sectors and themes most impacted by climate change.

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