Hou Wey Fook

When it comes to private wealth, the task is not to “beat the index” but to protect and compound capital through cycles.
WHO’S WHO IN PRIVATE BANKING

Discipline, the time-tested alpha

In volatile markets, the real edge is the ability to hold the course and to distinguish signal from noise

Nuclear energy is quietly re-emerging as a compelling investment theme, driven by a perfect storm of geopolitical, environmental and technological tailwinds.
CIO CORNER

De-dollarisation and shifting safe havens

Markets are beginning to price in a world of persistent policy risk, stretched fiscal metrics and shifting trade dynamics

Minnesota Timberwolves against the Golden State Warriers in Game Three of the Western Conference Second Round NBA Playoffs in May. Teams in a US major leage like the NBA are highly coveted by investors.
CIO CORNER

Off the beaten track: Investing in sports

Access to ownerships of these teams has become much easier in recent times due to the recent involvement of private equity

The fundamental trust in the traditional balanced portfolio is being challenged at its core. Private markets may help.
CIO CORNER

The new diversification: a public-private play

The growing significance of private equity in the broader economy is evident in its evolving connection with public markets

Donald Trump 2.0 is set to usher in an era of trade tariffs, likely triggering retaliatory actions from other countries and possibly escalating into a larger-scale trade war.
CIO CORNER

US corporates and sports franchises may be lucrative plays for 2025

Against their global counterparts, US companies stand apart in innovation, efficiency and the size of their home market. The gap may yet...

Regardless of who wins the presidency, investors should look beyond short-term volatility and focus on long-term secular trends.
CIO CORNER

US presidential elections: The expected impact on assets

A Republican sweep creates short-term opportunities for tax-sensitive sectors while a Democrat win is likely to benefit industries such as healthcare, semiconductors and...

The space industry is experiencing a renaissance, thanks to a surge of investments by governments and private companies. The renewed fervour for space exploration ows much to companies like SpaceX.
CIO CORNER

The next investment frontier: space!

WHILE some might cite fire, the wheel, or iron as the backbone of civilisation, I believe it is human imagination. Much of...

GLP-1 drugs such as Ozempic are giving the healthcare sector a shot in the arm.
CIO CORNER

After the Magnificent Seven, a broadening rally

Energy and healthcare are beneficiaries of the equities rally. Instead of staying in cash, opt for bonds

Quiet luxury brands such as Hermes have outperformed in terms of operating margins, revenue growth and return on equity.
CIO CORNER

Quiet luxury brands ring in greater returns

Brands which eschew flashy logos and imaging outperform in terms of operating margins, revenue growth and return on equity

It's time to put cash to work in well-diversified portfolios.
CIO CORNER

Navigating shifting currents in 2024

After the steep hike in interest rates over the past 18 months, the relative attractiveness of bonds, cash and equities has changed