In uncertain times, consider active management

It offers better protection against looming macro risks, which could have a very uneven impact across industries and countries

Singapore's falling birth rate and the rise in the proportion of those aged 65 and older do not bode well for IP insurers' risk pools.
THINKING ALOUD

Demographic trends challenge IP insurers’ sustainability

Singapore is expected to reach ‘super-aged’ status this year, and an ageing population will suffer more chronic diseases and need healthcare

Private wealth portfolios should have an allocation to infrastructure, says Lennart Blecher, chairperson of EQT Real Assets.

Stronger governance and an ‘industrial’ approach drive EQT’s outperformance

The trick is to identify good companies that can be made great by attracting the best people, says chair of EQT Real Assets

Historical precedent does not support the view that LNG price surges translate into sustained Straits Times Index underperformance.
INVESTING GLOBALLY & PROFITABLY

Singapore equities can weather the LNG storm

Global uncertainty is also driving capital reallocation, and the city-state stands to benefit

The investors who do best are the ones who build a diversified portfolio aligned to their goals.
SCIENCE OF WEALTH

The US dollar is not dead – but that should not be the focus for Singapore investors

The biggest financial risk is that inflation would erode their purchasing power

Brent crude futures prices are averaging north of US$100 per barrel since the escalation, versus a five-year average of US$81 per barrel.
CIO CORNER

Why it is commodities’ turn to shine

The asset class has risen 17% year to date

Nippon Life has been exploring various ways to enhance its asset management business.

SMFG, Nippon Life in talks to set up 500 billion yen private credit fund: sources

It will provide loans for leveraged buyouts and other areas such as real estate transactions and mezzanine financing

SpaceX is reportedly seeking a valuation at IPO of more than US$2 trillion.
MARK TO MARKET

SpaceX’s IPO may hold lessons for Singapore

When companies go public, their founders and managers should communicate a big vision rather than a plan to just deliver incremental gains

Group head of DBS Private Bank Joseph Poon (4th from right) at the Euromoney award ceremony.

Innovating and disrupting itself is what helped DBS win award for world’s best private bank

DBS is the first Asia-headquartered bank to land this recognition from Euromoney

With the new-design riders, you may need to tap more of your CPF Medisave account to cover a larger share of your hospitalisation bill.
MONEY MATTERS

A framework for thinking about the new Integrated Shield riders

Beyond understanding healthcare and insurance preferences, one should also have adequate emergency funds