Top 5 Investment Themes for 2025
DOWNLOAD SYFE MARKET OUTLOOK AND INVESTOR TRENDS 2025
As President Trump takes office, a new wave of policies—ranging from tariffs and tax cuts to America-first initiatives—is set to reshape the economic landscape. At the same time, investors face looming risks, including elevated valuations, potential trade tensions, and US fiscal challenges.
In...
Syfe Market Outlook 2025: Thriving Amid Trumponomics 2.0 and Innovation
Key Takeaways
2024 showcased surprising resilience, defying recession fears and delivering robust returns across various asset classes.
However, investors should brace for potentially volatile markets in 2025 as President Trump’s re-election and subsequent policy shifts introduce both opportunities and uncertainties.
Despite the potential bumps ahead, we encourage investors to remain invested. The...
December FOMC Update: What does this mean for 2025
What Happened?
In its final FOMC meeting of 2024, the Fed delivered a widely expected 25 basis point cut to its benchmark interest rate. This brings the total interest rate cuts to 100 basis points for the year.
However, what stood out to us was the committee’s acknowledgment of the economy’s...
October 2024: Core Portfolios All Outperform Benchmarks following Strategic Equity and Bond Adjustments
Whilst October saw global assets take a breather, with investors adopting a more defensive stance ahead of the US election, it was another great month for our flagship Core portfolios, with each one outperforming their benchmark and peers.
Core Equity100 portfolio delivered a solid 0.7% return in SGD for October,...
Singapore Bank Stocks at All-Time High: Buy DBS, OCBC, or UOB?
DBS, OCBC and UOB reported record profits in Q3
Future Health: Harnessing Innovations In Healthcare
Invest in the future of healthcare with the Syfe Select Healthcare Innovation portfolio
Welcome to Trump 2.0
The US presidential election has concluded, and Donald Trump has won the presidency a second time with a decisive victory. In addition to Trump's victory, his Republican party has clinched the Senate and looks likely to take control of the House of Representatives, with some results still pending.
So what...
US Elections Countdown: Your Quick Guide
The US elections, one of the year's most pivotal events, is just around the corner. On 5th November 2024, the US will hold one of the most polarised presidential elections in its history. We’ll dive into the current race, break down each candidate's policies, explore possible election scenarios, and...
Syfe Portfolio Performance Review Q3 2024: Strong Gains Amid Market Shifts
Despite a soft start of the quarter, global equities and bonds ended the quarter on a strong note. The quarter began with a sell-off in stocks as recession fears weighed on investors. Between 1 July and 5 August, the S&P 500 dropped by -7.5%. However, in the September 2024...
Syfe Core Portfolios Upgraded – Capture Long-Term Growth with Lower Risks and Costs
https://www.youtube.com/watch?v=o28tQ2bCXN4
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...