2020 Quarter 1 Market Outlook - Equity, Fixed Income and Global Sukuk

Equity by Patrick Chang

We continue to see pockets of opportunities in the equity market for the first half of 2020. This is on the back of supportive central banks policies, stabilising earnings estimate, and some progressive outcomes coming from the US and China trade tension. Equity markets which underperformed in 2019 may now set to improve in 2020. 

Patrick Equity Q1 2020

In this video, Patrick will cover:

arrow The global outlook for the equity market

arrow Asia-Pacific and ASEAN outlook

arrow The strategy going forward

Fixed Income by Jesse Liew

2019 was a stellar year for bonds globally and a good year for risk assets in general. Asia will likely retain its position as the growth engine for the world with an expected GDP expansion of 4.9% versus the average world growth of 3.4%.

​​jesse fixed income q1 2020

In this video, Jesse will cover:

arrow A review of fixed income performance in 2019

arrow Macro and ASEAN outlook 

arrow Investment strategy moving forward

Global Sukuk by Mohd Fadzil Mohamed

The Global Sukuk asset class performed strongly in 2019. Our Global Sukuk fund delivered outstanding returns of 10.6% last year. The outlook for Global Sukuk continues to be positive as major central banks are expected to remain accommodative to support the slowing global growth.

fadzil q1 2020 global sukuk

In this video, Mohd Fadzil will cover:

arrow Market review

arrow Global Sukuk outlook