CIO CORNER

Investing in the future: AI, nuclear energy and space

Invest in what you know, but it doesn’t mean you should avoid new areas. Understand them and go where the fundamentals are sound

Several pharmaceutical leaders including Novartis are approaching significant trial results and regulatory milestones that could reshape their earnings trajectories for years to come.
INVESTING GLOBALLY & PROFITABLY

Why Japan and Europe matter for investors

These markets provide important currency diversification beyond the US

With a weaker greenback, companies with significant overseas operations report higher profits because foreign currency-denominated earnings translate into more dollars.
CHART VIEW

The US dollar and its impact on markets

A stronger greenback benefits US importers, while a weaker currency has the opposite effect

Viewed in isolation, tight stop-losses appear prudent. But what looks like good risk control at the trade level can become opportunity destruction at the portfolio level.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Why tight stop-losses often hurt investors

The practice can unintentionally undermine investments’ long-term performance by truncating exposure and amplifying behavioural frictions

The Singapore Opportunities Income Strategy will place a particular emphasis on small and mid-cap companies.

Manulife unveils new equity income and growth strategy under EQDP

The portfolio is ‘constructed to balance income stability with capital appreciation’

Legendary investor Warren Buffett has said that frequent trading is good for brokers, but not for investors.
DIARY OF A PRIVATE INVESTOR

Do you trade or invest?

It is important to bear in mind that every trade costs money, and trading too frequently can eat into our overall returns

Nvidia announced bumper earnings in the final quarter of last year, but the market largely shrugged.

AI has driven investors to hallucinations

Competing visions on the next big technological revolution are discombobulating markets

Share buybacks are more beneficial if management believes that the company's shares are undervalued, or when it wants to signal confidence in its long-term prospects.
BT EXPLAINS

Special dividends or share buybacks: How companies decide and what each means for investors

Income-focused shareholders may prefer special dividends, while value investors may favour buybacks

Software companies have suffered big sell-offs on concerns that the emergence of AI agents may unravel their businesses
MARK TO MARKET

Citrini’s dystopian AI narrative may be wrong, but it could catalyse deeper thinking, policy change

The research firm imagined a tax on the use of AI, and the establishment of a public claim on the returns from AI infrastructure

The possibility of prolonged turmoil in the Middle East and the ripple effects of higher oil prices are giving money managers fresh reasons to sell equities and shift into safety.

Wall Street turns to ‘haven-first’ strategies amid Iran attacks

All eyes will be on energy markets when trading fully re-opens on Monday