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...

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...

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...

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...

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...

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 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...