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Portfolio Updates

Portfolio updates , including portfolio re-optimisation

Fed’s ‘Higher for Longer’ Impact on Your Portfolios

Following the most recent FED meeting in September and its “higher for longer” interest rate guidance, global markets have experienced volatility. How should you position your investment portfolios going forward? Ritesh Ganeriwal, Syfe's Head of Investments and Advisory, will share a quick update on the markets and the performance...

REIT+: Keep Calm and Focus on the Long Term

Both the equity and bond markets faced volatility after the Fed's decision to halt interest rate increases, yet signalled one more hike by the end of this year.However, in the longer-term outlook for 2024 and 2025, interest rates are anticipated to trend downwards. In 2Q 2023 results, operating fundamentals for...

Syfe Portfolio Re-optimisation (September 2023)

We have re-optimised your Core portfolios (Equity100, Growth, Balanced, Defensive) and Thematic portfolios (Disruptive Technology, Healthcare Innovation, and ESG & Clean Energy). Syfe’s core and thematic portfolios are rebalanced twice a year to maintain their strategic asset allocations and enhance long-term returns. At Syfe, we advocate a passive, long-term investment...