Syfe Portfolio Performance Review H1 2025: Dollar Down, Diversification Up
Key Takeaways:
Income+ portfolios continued to deliver attractive payout yields. The annualised distribution yield rose to 5.6% for Income+ Preserve (from 5.4% in Q1) and 5.9% for Income+ Enhance (from 5.5% in Q1).
REIT+ outperformed benchmarks and fared better than many global equity indices with YTD gains of +4.3%.
Cash+ Flexi portfolios...
Syfe H2 2025 Market Outlook: From US Dominance to Global Resurgence
The first half of 2025 marked a turning point in global markets. After years of US equity dominance, international markets surged ahead, reflecting deeper structural shifts.
Trump’s “One Big Beautiful Bill”: What You Need to Know
The “One Big Beautiful Bill” (OBBBA) is a sweeping package aiming to reshape taxes, spending, and social policies all at once. Here’s what you need to know.
Gold Shines as Dollar Wanes: Why Gold Is Becoming the World’s Go-To Safe Haven Asset
In a shift in global financial strategy, gold prices have surged above US$3,400 per ounce, making gold the second-largest reserve asset globally, after the US dollar.
Is It Still a Good Time to Buy Singapore Bank Stocks?
Global uncertainty has introduced new challenges to the economic landscape. Here’s how Singapore banks are holding up, and whether it’s a good time to buy their stocks.
What Makes Syfe Core Equity100 Different from SPY, VOO, CSPX, and VWRA
Many investors turn to well-known ETFs like the SPDR S&P 500 ETF (SPY), Vanguard S&P 500 ETF (VOO), iShares Core S&P 500 UCITS ETF (CSPX), or the FTSE All-World UCITS ETF (VWRA) to gain equity exposure. And while these ETFs provide a solid starting point, they’re not without limitations...
6-Month T-Bills Rate Falls to 2.05%. Where Else Can You Invest Your Money?
Singapore 6-month T-bills drop to 2.05%. Find out what’s behind the drop, where rates are headed, and smarter ways to earn higher income.
Should You Hold Onto Your REIT Investments? Here’s Why Syfe REIT+ Still Delivers
Volatility is a normal part of investing, especially in real estate. Here's why Syfe's REIT+ portfolio continues to deliver.
China Market Revival: Why Now Could Be the Best Time to Invest in Chinese Stocks
In our most recent seminar, we explored the future of China and the US’s economies in a time of tariffs, uncertainty, and shifting power nodes.
Special thanks to our speakers for the session, who shared their takes and perspectives:
Brendan Ahern, Chief Investment Officer at KraneShares
Aman Pujara, Director of Portfolio Construction...
Will Private Credit Perform in a Lower Rate Environment?
Most private debts are structured as floating-rate debt—that is, the interest rate changes periodically based on the prevailing environment. If interest rates rise, the income from floating-rate debt increases, and vice versa. So the natural question is: can private credit still deliver strong returns if interest rates fall again?