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...

Singapore's banking sector has long been a source of pride and profit for local investors, with DBS, UOB, and OCBC consistently outshining their peers on the Straits Times Index. However, recent Q2 earnings reports coupled with the Fed's hints at potential interest rate cuts have left investors pondering: Which...

(5 min read) Earlier this week we covered the recent stock market sell-off and the resilience of our managed portfolios. Our Core Equity100 outperformed, slipping 1% less than its MSCI World benchmark and had half the drawdown of the ‘Magnificent Seven’, which plunged 14%.  Today we examine how our Core Equity100...

After a rally of over a year and a half, volatility has returned to the markets. Since mid-July's all-time high, the S&P 500 has lost -8.5% and the tech-heavy Nasdaq 100 has retraced -13.4%, entering into correction territory. This sudden downturn has left many investors feeling blindsided and uncertain....

Recent signals from the Fed, hinting at potential interest rate cuts as early as September, have sparked considerable interest among investors regarding the potential impact on the Singapore REIT (S-REIT) sector. Anticipating this potential shift, we hosted an in-person event on 24th July, titled "S-REITs Mid Year Outlook 2024: Approaching...

Singapore REITs have had a tough start in 2024. The expectation that the Fed may delay rate cuts has weighed on sentiments toward S-REITs. However, retail investors have continued to add to S-REITs, taking advantage of below long-term average valuations and attractive yields.  Here are the top 8 S-REITs that...

Positive sentiment persisted in the first half of 2024, bolstered by robust corporate earnings and easing inflation. However, the market landscape is poised to become more complex in the second half of the year. Ritesh Ganeriwal, our Managing Director of Investment & Advisory, analyses the crucial crossroads of change...

Concentration risk is the investing equivalent of ‘putting all your eggs in one basket’, it is the risk of holding a portfolio tilted heavily towards certain assets, sectors or countries. It can lead to wilder swings in returns compared to a more diversified approach.  Perhaps the first piece of advice...

In an increasingly interconnected global landscape, allocating your investments across various countries or geographic regions can be advantageous. This can help reduce portfolio volatility and maximise returns.  However, many investors still often exhibit home bias, favouring companies from their own country over those from other countries or regions due to...

What Happened?  The widely watched June FOMC meeting concluded on Wednesday, 12 June. Again, the Fed kept its benchmark interest rates unchanged at 5.25% to 5.5%. The Fed officials signalled just one interest rate cut this year and projected another four cuts in 2025. Despite keeping the rates unchanged, the Fed...