Wealthy Middle East residents are house-hunting in Europe to escape war

Investors who might have ploughed money into the most popular Gulf property markets are also examining alternatives

Much like the equity market prior to EQDP, the SGD fixed income market has remained in a state of relatively low liquidity and insufficient supply issuance.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Revitalising Singapore’s bond market

A vibrant bond market is essential to match the liabilities of insurance and pension funds, as well as to finance the growth of local firms

In the long term, if you pick the right stock and the business improves, you can expect the stock price to follow, says the writer.
A SMART LOOK AT INVESTING

Letter to the 20-year-old investor

Give your investments the time they deserve, and give yourself the life you deserve

Boards and management teams of listed entities should always think of small, loyal shareholders, including retirees
SENSE & CENTS

A loyal shareholder reflects on riding through tough times in equities markets

Holding onto Singapore stocks may be irrational, but the hope is that doing so will pay off in the long term

The closure of the Strait of Hormuz has tightened the noose around global oil supplies and trade routes.
CIO CORNER

War and peace: portfolio ramifications

Investors should retain core investment exposures, complemented by hedges to reduce portfolio volatility

APG has around 10% of its total assets in real estate, and 5% to 6% in infrastructure, which will rise to 10% over time.

Europe’s biggest pension investor APG eyes private markets boost

It will increase its allocation to slightly more than 30%, from 26% currently

Companies need solid balance sheets, strong pricing power and investment narratives aligned with geopolitical currents.
MARK TO MARKET

From butter to guns: Why defence stocks are outperforming the S&P 500

If the new dual-listing bridge attracts companies that fail to perform, it may erode rather than enhance the vibrancy of the Singapore market

The margin of outperformance of the Magnificent Seven stocks has moderated, and is expected to narrow further.

In uncertain times, consider active management

It offers better protection against looming macro risks, which could have a very uneven impact across industries and countries

Singapore's falling birth rate and the rise in the proportion of those aged 65 and older do not bode well for IP insurers' risk pools.
THINKING ALOUD

Demographic trends challenge IP insurers’ sustainability

Singapore is expected to reach ‘super-aged’ status this year, and an ageing population will suffer more chronic diseases and need healthcare

Private wealth portfolios should have an allocation to infrastructure, says Lennart Blecher, chairperson of EQT Real Assets.

Stronger governance and an ‘industrial’ approach drive EQT’s outperformance

The trick is to identify good companies that can be made great by attracting the best people, says chair of EQT Real Assets