Name: Easing cycle and geo-politics favour government bonds
Start: 2024-10-15T13:00:00Z
End: 2024-10-15T13:00:39.000Z
Location: BrightTALK
Rating: 2

FTSE Russell is a leading global provider of index and benchmark solutions, spanning diverse asset classes and investment objectives. As a trusted investment partner we help investors make better-informed investment decisions, manage risk, and seize opportunities.

Market participants look to us for our expertise in developing and managing global index solutions across asset classes. Asset owners, asset managers, ETF providers and investment banks choose FTSE Russell solutions to benchmark their investment performance and create investment funds, ETFs, structured products, and index-based derivatives. Our clients use our solutions for asset allocation, investment strategy analysis and risk management, and value us for our robust governance process and operational integrity.

For over 35 years we have been at the forefront of driving change for the investor, always innovating to shape the next generation of benchmarks and investment solutions that open up new opportunities for the global investment community.

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Join APAC financial market specialists from FTSE Russell’s Global Investment Research team to hear analysis and commentary on the macro backdrop, market drivers, and trends shaping the APAC financial market. You will gain insights into their implications for fixed income, equity, and currency asset classes, as well as individual geographies within this diverse region.

What’s important to watch in APAC now?

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• Fixed Income: Government bond returns were strongest in Thailand and Indonesia. APAC government bond spreads to UST narrowed in October due to stronger economic data. The government bond curve steepened in China.

• Equity Performance: China and Hong Kong advanced significantly, driven by substantial monetary easing. Tech stocks drove Taiwan’s equity outperformance, while Korea’s equity lagged. Thailand equities led ASEAN gains. 

Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report, published shortly before this webinar.

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What are the important investment trends in APAC now?  For investors in the APAC time zone

Join experts from Vanguard and FTSE Russell for a review of global equity trends & ETF flows. And the benefits of FTSE Global Equity Index Series (GEIS) for targeting specific countries and regions.

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**Please note that this webinar is addressed exclusively to investors in jurisdictions where Vanguard's products are approved for distribution. The ETF(s) presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Vanguard Asset Management Ltd is not affiliated to FTSE Russell or LSEG.**

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**Please note that this webinar is addressed exclusively to investors in jurisdictions where Vanguard's products are approved for distribution. The ETF(s) presented are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Vanguard Asset Management Ltd is not affiliated to FTSE Russell or LSEG.**

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Join members of our Global Investment Research team, to hear the answers to key questions facing investors in Canadian fixed income markets, including:

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Fixed Income Insights (Canada)

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Join our webinar for analysis on the global macro backdrop, equity and fixed-income markets, and cross-asset comparisons with members of our Global Investment Research team who will examine financial market drivers, including:

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Hear from fixed income specialists from FTSE Russell and Global X ETFs as they discuss:
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*** Please note that this webinar is addressed exclusively to professional investors in jurisdictions where the mentioned investment products are approved for distribution. Global X’s products are not sponsored, endorsed, issued, sold or promoted by FTSE Russell or LSEG. Nor do FTSE Russell or LSEG make any representation regarding the advisability of investing in any of the products. Global X is not affiliated to FTSE Russell or LSEG. ***

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Get support for your investment decision-making:
• Clarity around the macro backdrop, and multiple and diverse markets within the region
• How this diverse region is performing in the context of global financial markets, the interplay between the APAC markets and global events
• How critical drivers impact different asset classes across individual APAC markets
• Market analysis provided by using extensive data sources like FTSE Russell’s multi-asset indices, Lipper flows data, Datastream, YieldBook and proprietary platforms such as LSEG’s Workspace.

Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report, published shortly before this webinar.

APAC Financial Markets in the Spotlight: for investors in the APAC time zone

In this quarterly webinar presented by our Global Investment Research team you will hear valuable intel that will help you navigate opportunities and risks across fixed income markets.

Hey highlights:

• Cyclical factors, central bank easing and geo-political risks favour government bonds
• Two-speed easing cycles unfold, with Fed in the slow lane
• High debt/GDP ratios leave onus on monetary policy to deliver recoveries
• Historical evidence shows long US Treasuries outperform in easing cycles
• High yield credit remains strongest performer in 2024 risk rally & since Covid
• Relative valuations favour govt bonds and higher-grade IG credits
• But yields on HY credits are not dear, assessed versus 10-year means

Throughout the discussion you will hear answers to key questions facing investors on market expectations and performance – along with actionable insights on global yield curves and credit spreads across sovereign, inflation-linked and corporate indices, and FX-adjusted return performance using data from our global fixed income indices. 
The discussion will draw upon key findings from our Fixed Income Insights reports, published shortly before this webinar.

Easing cycle and geo-politics favour government bonds

Asset Allocation

Data Analysis

Fixed Income

FTSE Russell

Global Bonds

Global Markets

Inflation

Macro Economics

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Easing cycle and geo-politics favour government bonds

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