Hou Wey Fook

Capital deployed into low energy-intensity, high-quality compounders should outperform

The current market landscape necessitates a resilient portfolio that can also benefit from bouts of market stress

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

As societies continue to age, the convergence of sectors including healthcare and housing will increasingly define where sustainable growth and long-term value creation emerge

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

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

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

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

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

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 clean energy