Sanjay Guglani, CIO, Silverdale Funds at Fixed Income & FX Leaders Summit 2024

Sanjay Guglani, CIO, Silverdale Funds at Fixed Income & FX Leaders Summit 2024

Sanjay Guglani, CIO, Silverdale Funds at Fixed Income & FX Leaders Summit 2024

Sanjay Guglani, CIO, Silverdale Funds at Fixed Income & FX Leaders Summit 2024

Sanjay Guglani, CIO, Silverdale Funds at Fixed Income & FX Leaders Summit 2024

Dec 2, 2024

We are delighted to share that on 19th November 2024, our CIO, Sanjay Guglani, participated as the Moderator of the CIO Keynote Panel at the Fixed Income & FX Leaders Summit 2024, held at the Equarius Hotel, Singapore.

The panel featured a distinguished lineup of industry leaders who engaged in an insightful discussion on how evolving interest rates, yield curve dynamics, and currency considerations are shaping investment priorities and uncovering opportunities to maximize returns and alpha.

🔑Key topics included:
◾️ State of the US Economy and its outlook
◾️ The potential impact on long-term yields under the Trump administration
◾️ Fixed Income opportunities
◾️ Currency outlook
◾️ China

The session concluded with an optimistic outlook on fixed income markets:
With attractive yields, capital gains potential, and enhanced assurance in returns, fixed income is entering a golden era. As emphasized during the session, “The Bonds are back, and the show has just begun.”

A big thank you to the audience for your enthusiastic participation, and a special appreciation to Yaroslava Bhandari and the organizing team for orchestrating such a successful event.

Panelists:
▪️ Ana Isabel Gonzalez Encinas Group CIO, Farringdon Asset Management
▪️ Stephen Fisher, CIO, Degree Global Asset Management
▪️ Angus Hui TF, Deputy CIO & Head of Fixed Income, Fullerton Fund Management

Moderator:
Sanjay Guglani, CIO, Silverdale Funds

For any inquiries, please reach out to us at [email protected].

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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.

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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.