Jean Chia

These structural shifts are already rapidly unfolding and will continue to play out

Over the next five years, structural supertrends are expected to intertwine and influence strategic decisions on how to allocate capital, manage risks and identify growth opportunities.

Investors should phase in their gold purchases to hit a portfolio weight in sync with their mid- to long-term investment objectives

Allocation to SGD-denominated assets could be an important investment decision, as a part of globally diversified multi-asset portfolios amid the shifts in international geo-economics

Expect more volatility as the deadline for the 90-day tariff reprieve approaches

Long-standing trade relations among major trading nations have been upended, sending financial markets into turmoil from the tit-for-tat, on-again off-again nature of tariff announcements

A new approach is required for this multistage ‘infinite game’, as the changing world order disrupts traditional rules of engagement

There is no better time than now to re-examine, rethink and recalibrate our perspectives about how to reframe investment portfolios to withstand uncertainty in the range of outcomes

In the context of a multi-asset portfolio, it is important to distinguish between a tactical short-term rally and longer-term performance of the Chinese market

Investors should focus on longer-term outcomes rather than react to short-term dislocations