The Business Times

Audrey Goh

Investors often overlook the potential for upside surprises, which could keep markets advancing despite widespread caution.

Are investors overlooking the upside risk in markets?

Stronger earnings, improving market breadth, and modest investor positioning could keep markets advancing

The US dollar has long anchored the global monetary system. Now its advantages, including US economic power and deep and liquid capital markets, are no longer absolute.

Greenback’s reign isn’t over, but cracks are showing

The dollar is unlikely to lose its primacy anytime soon, but its share in global reserves, debt markets and transactions may continue...

Changes in government policy, whether in the US, Europe or Asia, can affect the near-term operating environment for clean energy and sustainability-linked sectors.
INVESTING FOR IMPACT

Sustainable investing is no passing fad

Instead, it is a reflection of a world in transition, and investors who recognise this shift early will be better positioned for...

From a market perspective, Trump’s policies could initially favour US assets and the USD.

Biden dropping out: Is it a game changer?

The election uncertainty is stirring investor anxiety

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