Hosted by WealthEnjoy
March 9th, 2021
Kenny Loh held a webinar organized by WealthEnjoy, with the title Big Trends To Ride in 2021 & Beyond To Build Your Resilient Portfolio.
In this webinar, Kenny Loh covers his investment strategy in 2021. He covers events that will affect markets worldwide, including the impact that 5G will have on current markets, the COVID-19 pandemic, China growth, Emerging Market growth, Artificial Intelligence etc. He will also cover the many different types of Investments in 2021, from alternative investments such as Cryptocurrency and Gold, to Investment Properties such as REITs and Unit Trusts, and how to start building your very own portfolio.
11:55 Start of Webinar
12:32 About Kenny Loh
13:52 Introduction: things to take note of
15:01 Investment Strategy
19:23 Summary of the Current Macro Environment
22:30 Thematic Portfolio 2021 (& explanation of Investment Portfolio)
26:01 Thematic Investing 2021 (Core Portfolio and Satellite Portfolio)
27:35 China’s Growth Story
29:43 China Equity
31:07 Technological Disruption
32:42 Artificial Intelligence
34:37 5G Networks
39:33 Internet of Things (IoT)
40:27 Effects of 5G
42:50 APAC ex Japan Equity
43:30 Financial Sector
44:45 Emerging Markets
47:41 Private Equity
49:01 Singapore REITs
54:28 Uses for cryptocurrency
1:00:25 Digital Currency Funds
1:02:17 Thematic Portfolio 2021 (Past Year Performance)
1:03:29 Thematic Portfolio Example (Kenny’s own portfolio)
1:04:29 Why and who should build a diversified portfolio?
1:06:15 How to build a diversified portfolio? (and ways to do it)
1:09:03 How to start investing now?
1:11:23 End of Webinar
1:12:49 Advisory and managed account services
Start of Q&A
1:14:39 Why is there a rotation from big cap industrial REITs to other stocks?
1:17:06 Will you manage accounts for your clients?
1:18:59 Mapletree REITs got beaten down this year. Is it a good time to buy?
1:20:31 Which REITs sectors do you think will be bullish in the near term?
1:22:15 What would be the minimum amount required for your advisory service and/or managed account service?
1:25:08 Are you looking only into Unit Trusts and not Stocks/ETFs?
1:27:39 Right now, is the market focused on recovery or inflation?
1:29:25 What is your personal view on the spike of yield spread and how to take advantage of it?
1:31:25 If I already have an investment portfolio, will you help to advise on my portfolio as part of your advisory service?
1:33:01 Gold prices have dropped substantially recently. Do you see a rebound on the gold price soon?
1:34:20 What are the fees for the advisory/managed account services?
1:35:05 Do you have any cryptocurrency assets in your portfolio and what percentage?
1:37:45 I noticed that you did not include US in your asset allocation. Is that true?
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