Market Insights

We’re pleased to share that we’ve completed major enhancements to our Core Portfolios (Equity100, Growth, Balanced, Defensive). This rebalance ensures the portfolios are aligned with current market conditions while optimising for long-term growth and performance. Key Benefits of the Portfolio Upgrades  Enhanced return potential We’ve enhanced the equity component of the...

What happened?  This week witnessed a remarkable surge in Chinese equities, fueled by recent supportive policy measures. Both onshore and offshore markets experienced a powerful rally. The Shanghai Composite Index and Hang Seng Index surged over +12%, marking their most significant weekly jump in ten years. What’s behind the market rally?  The...

S-REITs staged a strong comeback in Q3, fueled by the Fed's decisive move to cut interest rates. With inflation falling and the labour market softening, the Fed has recalibrated its monetary policy to focus on fostering economic growth. This change in monetary policy has created a more favourable backdrop...

https://www.youtube.com/watch?v=3wJ4WX1dmj8 Why did Syfe introduce the Downside Protected Portfolio now?  We believe now is a strategic time to consider the Downside Protected Portfolio (Or Protected Portfolio for short) for three key reasons: Firstly, Relatively Expensive Market: The S&P 500 is currently trading at relatively expensive valuations. While we remain optimistic due to...

The Federal Reserve (Fed) made a significant move yesterday to lower the benchmark interest rate by 50 basis points (bps)—the first rate cut since March 2020. I understand that market shifts can spark questions and concerns, and I'm here to offer some perspective. What Happened and Why It’s Significant In the...

https://www.youtube.com/watch?v=6MRVIm-sDy0 In today's volatile market, securing your investments while still aiming for growth can feel like an impossible balancing act. But it doesn't have to be. Introducing the Syfe Downside Protected Portfolio S&P 500 (the Protected Portfolio) , Singapore's first managed portfolio designed to let you tap into the long-term...

Investors may finally get their wish: interest rate cuts are on the horizon. Amid declining inflation and a softening labor market, the Federal Reserve(Fed) is prepared to lower its benchmark rate.  This marks a significant shift, as interest rates have a ripple effect across financial markets, impacting everything from bonds...

The financial markets are experiencing increased volatility. Investors are facing unpredictable shifts that often lead to large price swings, which can erode investor confidence and capital. Additionally, asset classes tend to react similarly to macroeconomic factors and move in tandem. This reduces diversification benefits and leaves investors with limited...

Over the past two months, we have observed strong investor interest in Singapore REITs (S-REITs). The iEdge S-REIT Index generated a total return of +10%, in just the first eight weeks of 2H24. The turn in sentiment was largely driven by the shift in the Fed's policy direction, as...

The word "recession" has been everywhere lately. Headlines warn of an impending US recession, social media is abuzz with predictions of a market crash, and it's hard not to feel a sense of unease. But what does a recession really mean, and how can we prepare? After studying recessions in...