Asia Risk Congress 2022
Asia Risk Congress 2022
Asia Risk Congress 2022
Asia Risk Congress 2022
Asia Risk Congress 2022
Dec 19, 2022
2023 will certainly be the year of the bonds. How exactly should an investor position themselves tactfully going into 2023?
On 23rd November 2022 at the Asia Risk Congress 2022, our CIO, Sanjay Guglani discussed “Asset Owners’ Perspective: What are the Trends for Long-term Investments in 2023”.
Amongst other things, Sanjay Guglani discussed the unprecedented environment we are in right now: Since 2009, 91% of the time, the Fed rates were below 2%. As a result, investors had to accept TINA (There Is No Alternative) and embrace riskier assets. Currently the bond yields are higher than S&P equity dividend yields. Hence, savvy investors can rely on BOB (Bring on Bonds).
The panel discussion was extremely well received by the audience. A huge Thank You to Risk.net and Peter Young for organizing.
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© 2025 Silverdale Capital Pte Ltd. All rights reserved. *Source: Silverdale Capital, as of 31 May 2025.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 201201653E), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2025 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2025 Silverdale Capital Pte Ltd. All rights reserved. *Source: Silverdale Capital, as of 31 May 2025.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 201201653E), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2025 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2025 Silverdale Capital Pte Ltd. All rights reserved. *Source: Silverdale Capital, as of 31 May 2025.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 201201653E), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2025 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2025 Silverdale Capital Pte Ltd. All rights reserved. *Source: Silverdale Capital, as of 31 May 2025.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 201201653E), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2025 Silverdale Capital Pte Ltd. All rights reserved.
Connecting the Dots.
Sign up to receive insights and analysis from Silverdale Funds
© 2025 Silverdale Capital Pte Ltd. All rights reserved. *Source: Silverdale Capital, as of 31 May 2025.
This material is distributed in Singapore by Silverdale Capital Pte Ltd (Company Registration No. 201201653E), which is licensed and regulated by the Monetary Authority of Singapore (MAS) under a Capital Markets Services Licence. This publication or website content has not been reviewed by the MAS.
All investments carry risk. Historical performance is not necessarily indicative of future returns. Forward-looking statements or projections are not guarantees and may not be realised. Any reliance on the information presented is at the discretion of the reader. Overseas investments may entail additional risks such as currency fluctuations, reduced market liquidity, weaker regulatory protections, and heightened political or economic instability. Fixed income securities may be affected by interest rate movements and credit events. As interest rates rise, bond prices typically decline. Credit risk arises if issuers are unable to meet interest or principal repayments.
This material is provided for general informational purposes only and does not constitute investment advice, research, an offer, or a solicitation to transact in any financial product. It does not take into account the specific investment objectives, financial situation, or particular needs of any individual. While the content is based on information believed to be reliable, Silverdale Capital makes no representations or warranties as to its completeness or accuracy. Any index references are for illustrative purposes only; direct investment in an index is not possible. Mentions of specific companies are for example purposes only and do not constitute a recommendation or opinion on their investment merits.
© 2025 Silverdale Capital Pte Ltd. All rights reserved.