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UK-US Trade Deal Struck as Fed Holds Rates Steady

Optimism grew after a US-UK trade deal eased sector-specific tariffs, though investor sentiment stayed mixed amid concerns over stagflation.
us federal reserve

May FOMC Review: Fed Holds Steady Amid Trade Uncertainty

Stagflation risks and trade tensions cloud outlook. Here’s how investors can navigate the volatility. Key Announcements from the FOMC The Federal Open Market Committee (FOMC) kept the benchmark federal funds rate unchanged at 4.25%–4.5%, in line with expectations. The Fed highlighted rising uncertainty around the economic outlook due to ongoing trade tensions...

Is It Time to Shift from Singapore Banks to S-REITs?

Over the last five years, Singapore banks have significantly outperformed S-REITs. We analyse if is it time for investors to pivot from banks to REITs.

Post-Trump Tariffs: What’s Next? 5 Charts to Watch

Compared to the optimism when President Trump was re-elected in November 2024, market sentiment has shifted dramatically.  Since the announcement of reciprocal tariffs on April 2, volatility has surged across asset classes. Notably, even traditional safe havens like US Treasuries have seen sell-offs, while the US dollar has weakened. Some...
google alphabet inc

Weekly Update (21-27 April 2025): Alphabet Smashes Expectations

Alphabet, the parent company of Google and YouTube, reported stronger-than-expected first-quarter growth this week. Here's the lowdown.
Gold bars

Weekly Update (14-20 April 2025): Gold Glitters Amid Trade Turmoil

Tariff-induced trade tensions and central bank manoeuvres have pushed gold prices past a historical high of $3,341 per ounce. The SPDR Gold Trust gained +6.46% in the last week as investors poured into safe haven assets amid growing concerns over inflation and trade. What does this mean for you? With President...

Syfe Portfolio Performance Review Q1 2025: A Bumpy Start

After a strong end to 2024, the first quarter of 2025 began with global financial markets facing headwinds. Optimism has waned, as a mix of geopolitical tension, shifting economic policies, and fluctuating market expectations has created global uncertainty.  For Syfe investors, this quarter underscores the importance of diversification. Our managed...
private credit interest rate

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?

How Syfe Managed Portfolios Are Positioned Amid Tariff-Driven Volatility

The S&P 500 just experienced its sharpest two-day decline since March 2020. The sell-off was triggered by geopolitical tensions and tariff-related concerns, prompting a broad risk-off move across global markets. In this update, we take a closer look at how Syfe’s managed portfolios have held up, and how...

Putting the Tariff Selloff into Perspective

Markets have turned volatile following the announcement of sweeping new tariffs. While sharp selloffs can feel unsettling, especially when headlines dominate the narrative, it’s important to zoom out. Here are a few points to help put the tariff selloff into perspective. 1. Trump signals willingness to negotiate Tariff announcements are often...