Cyrus Ng
Preparing your bond portfolio for the Fed’s next moves
Medium-term government and corporate bonds offer modest yield pickups, and are good options for income-focused investors to lock in yields with a...
Bond investing in 2025: Keep duration short and look for quality
Investors will likely enjoy attractive short-end rates for a while without incurring excessive duration risks, especially if the Fed stays hawkish
Keep bond duration short; rates may remain higher for longer
With the US labour market as well as core inflation remaining resilient, the Fed may not cut interest rates as widely expected
Amid tight valuations, stay active in Asian investment-grade bonds
THE Asian investment-grade (IG) bond segment delivered a 7.4 per cent return in 2023 (in local currency terms, based on Bloomberg indices),...
Choose wisely when it comes to the many options for your excess cash
Interest rates are likely to remain higher for longer, which makes it imperative for individuals to manage their cash wisely
Food for thought: Consumer staples to fortify your portfolio in recession
AMID last year’s drawdowns and volatility in the US equity market, the consumer staples sector stands out for its resilience. The S&P...
Turning more negative on the US dollar
The USD has been on a tear in 2022, but it is ripe for a correction, due to narrowing policy rate differentials...
Asean equities: Reopening and recovery underpin a positive view
ASEAN equities struggled in 2021, with a return of minus 3 per cent. But they have so far remained relatively resilient in...
