Hong Kong close to proposing tax cuts to lure asset and wealth managers

Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong

The upheaval in the private debt market due to software-as-a-service exposure is likely to create opportunities in distressed debt.

Robust growth seen for Asia-Pacific private debt

Lighthouse Canton’s Sanket Sinha expects the market to expand by 15-20% a year

Private credit funds are seeing their "first true outflow cycle", says Morningstar's Brian Moriarty. "It's up to asset managers to prove they can handle that pressure."
MIND THE GAP

Redemption gates in private credit: stress signal or protective feature?

Gating isn’t a denial of investors’ rights, but a mechanism to protect the interests of the fund and investors

Salesforce's main AI product, Agentforce, has grown from zero to US$800 million in annual recurring revenue in 15 months, with more than 29,000 deals closed.
A SMART LOOK AT INVESTING

‘SaaS-pocalypse’ revisited: Three fears answered

Such software companies are not out of the woods, but the ones that thrive are those that fix customer pain points

Funds deployed to private credit in the Asia-Pacific are a small fraction compared with those allocated in the US, despite the region being the engine of global growth.

Asia avoids US-style crowding in private credit, says Lighthouse

Private credit in Asia is shifting from a niche alternative to a vital pillar of corporate finance

Investing skill is about constructing portfolios that are aligned with one’s objectives, constraints and tolerance for uncertainty.
INSIGHTS FROM CFA SOCIETY SINGAPORE

What retail investors should focus on: stable market principles

They can also rely on technology to build a strategic allocation that is aligned with their needs

Rather than attempting to predict every geopolitical development, investors should build diversified portfolios designed to withstand periods of uncertainty.
CIO CORNER

Staying invested through volatility

Studies on geopolitical shocks indicate that equity market drawdowns linked to such events are usually brief

CPF members should note that their savings in the life-cycle portfolios will be invested in financial markets and privately managed.
MONEY WISDOM

Before life-cycle portfolios: A primer on how CPF really works

The Retirement Scheme is structured around three life phases, with the aim of achieving three objectives

Research suggests many Singaporeans already appreciate the idea behind glide paths, even if the terminology itself is unfamiliar.

Why glide paths could shape the next phase of retirement investing in Singapore

Such strategies offer a framework that evolves over time but remains aligned with investors’ long-term needs