Investment portfolios

TOPLINE

Now back in the black, SGX-listed Trendlines doubles down on core bets

The group is concentrating on assets in its strongest portfolio companies, says CEO Haim Brosh

What are the real comparative advantages of active ETF strategies in the current market conditions?

Beyond the index: how active ETFs offer adaptability in volatile markets

Is passive investing a Trojan horse? Index funds now pose an extreme concentration risk. What should you do, then?

BlackRock chairman and chief executive Larry Fink says that moving towards self-reliance means giving up global economies of scale, at least temporarily.

Global self-reliance drive will strain capital, push burden to markets: BlackRock’s Larry Fink

Staying on the sidelines is a growing risk as global economies increase reliance on capital markets, he adds

Rather than attempting to predict every geopolitical development, investors should build diversified portfolios designed to withstand periods of uncertainty.
CIO CORNER

Staying invested through volatility

Studies on geopolitical shocks indicate that equity market drawdowns linked to such events are usually brief

What signals suggest that hidden concentration may be building over time?

Familiarity: portfolio’s silent risk, hidden concentration builds

Is comfort trapping your portfolio? Howie Lim learns to spot subtle shared risk drivers beyond sectors and adopt measured strategies for trimming concentrated positions.

How do we recognise and realise “technology alpha”: the outsized returns generated by tech-driven investments?

Tech alpha: why adoption and R&D matter more than P/E

What is Big Tech risk? How can we identify true game-changers amidst hype, and navigating the volatility of AI, geopolitics, and regulation? Howie Lim finds out.

What investment themes can carry you through the year with stable returns?

Best ideas for 2026, and the barbell approach to investing

DBS CIO Hou Wey Fook introduces the "barbell approach," which yielded 8.6% annual returns amid market volatility and downturns. The strategy balances explosive growth with stable income to deliver ret...

What are the risks or uncertainties investors should be mindful of when investing around policy-driven growth themes?

Policy to portfolio?

How will national priorities like AI and advanced manufacturing inform investment strategies? Howie Lim finds out.

In a high-cost, high-expectation society like Singapore, even high earners are not immune to insecurity, says the writer.

In Singapore, ‘Henry’ also worries about retiring with enough

The country’s ‘high earners but not rich yet’ are not immune to financial insecurity