08:00 - 08:45
Registration and light breakfast
09:15 - 09:30
Year Ahead 2020: The Year of Choices. The Decade of Transformation.
The world feels more uncertain and interconnected than ever. The path forward is increasingly dominated by political choices. 2020 will be pivotal. The evolution of China-U.S. trade dispute, implementation of fiscal and monetary policies, and result of U.S. presidential election will be crucial in shaping the economic and financial market outcomes. But their consequences would not be limited to 2020. The current political development is short-term manifestation of larger issues the world would face over the next decade; aging population, resource utilization, technological disruption, rise of protectionism, inequality and need for structural reform.
How will these critical factors impact global economy? How can investors capture opportunities and mitigate risks in 2020 and beyond?
Mark HAEFELE, Chief Investment Officer, UBS Global Wealth Management
09:30 - 09:45
Asia 2020 outlook: A new era
2020 will mark the beginning of a new phase in Asia’s economic development. Beyond being an industrial powerhouse, the region is charging ahead into an era of technological leadership as it champions breakthrough innovations in 5G, artificial intelligence and autonomous driving. With Asia being home to 22 of the world’s 33 megacities, addressing challenges on sustainability driven by rapid urbanization has never been more important. While there are plenty to be optimistic about, geopolitical uncertainties continue to pose real risks to regional economic growth and financial markets.
What are the key questions for investors in the region? How can investors be optimally positioned in Asia’s new era?
TAN Min Lan, Head Chief Investment Office APAC, UBS Global Wealth Management
09:45 - 10:35
United States vs. China: A new kind of cold war?
The world appears to be de-globalizing with rivalry between U.S. and China fueling the trend. While any interim deal should help de-escalate trade conflict, it is no panacea. Strategic competition will likely persist in years ahead. Relationship between the two superpowers may never be the same. In the recent UBS Investor Watch survey on the Year Ahead, 40% of APAC investors expressed concern over the trade conflict affecting their portfolios in 2020. Only fewer than half are expecting the conflict to be resolved before U.S. presidential election.
The panel will discuss how the world’s most critical bilateral relations could evolve, where the next battleground may be, and how the U.S. presidential election could impact status quo.
Niall Campbell FERGUSON, Senior Fellow, Hoover Institution, Stanford University & Senior Faculty Fellow of the Belfer Center for Science & International Affairs, Harvard University
YU Yongding, Senior Fellow & Academician of Chinese Academy of Social Sciences; Member of the Advisory Committee of National Planning of the National Development & Reform Committee of the People's Republic of China; Former Member of the Monetary Policy Committee of the People's Bank of China
John G. SAVERCOOL, Senior Lobbyist, U.S. Office of Public Policy, UBS Americas Inc.
Moderator: TAN Min Lan, Head Chief Investment Office APAC, UBS Global Wealth Management
11:05 - 11:50
Decade of transformation
A Decade of Transformation now beckons. Workforces will begin to shrink in the developed world.
Major environmental and technological advances will disrupt existing norms. The coming decade will
be more challenging for investors and business owners. However, it will bring a world of
opportunities from technological revolution to demographic change. There will also be seismic shifts
in attitudes toward more sustainable products and services which will present myriad options for
investments of the future.
In the recent UBS Investor Watch survey, 91% of APAC investors are interested in aligning their portfolios with future mega-trends. This session will discuss key mega-trends critical in shaping outcomes for consumers, investors and business owners over the next decade.
Keynote Address (Live from the U.S. via video conferencing)
Meta-trends: The future is faster than you thinkTechnology is accelerating faster than anyone could have imagined. In the next decade, we will experience more upheaval and create more wealth than we have in the past hundred years. Peter will offer a compelling guide to entrepreneurs and leaders on the massive changes expected ahead and how he sees major industries transforming over time with the convergence of exponential technologies.
Peter H. DIAMANDIS, Founder & Executive Chairman, XPRIZE Foundation, Executive Founder & Director, Singularity University
11:50 - 12:20
Don't miss out on great opportunities to fund your 100-year life!This segment will advise you on investment solutions to implement our CIO's views – yield enhancement strategies with rates lower for longer, defensive and quality growth opportunities and mega-trends you can invest today for the next decade. As everything starts with a good plan, we will introduce the UBS Wealth Way. Your needs will evolve over time and having a good plan will better prepare you for future life events. UBS Wealth Way structures your needs into 3 distinct strategies – Liquidity. Longevity. Legacy. for today, tomorrow and for generations to come.
12:20 - 12:30