Investment portfolios
The great yield shift: why banks are gaining altitude as Reits seek grounding
High-yield investments are diverging. Higher rates benefit banks, while Reits face challenges from narrowing spreads, rising debt costs, and low valuations. How do we navigate uncertainty to secure be...
Five themes offer durable value beyond the headlines
They present opportunities to look towards where durable value is being built
What type of forecaster are you?
The key is to consider how you would react if your views proved incorrect across different time horizons
Risk reset: differentiating a flash sale from a fundamental flaw
Is "buying the dip" still relevant? High interest rates and market volatility challenge old rules. Howie Lim seeks expert advice on systematic strategies to identify genuine bargains and avoid traps.
Institutions and wealth managers in Asia propel outsourced-CIO demand in an uncertain world
Government-related entities and family offices in Asia are adding to a healthy pipeline of partnerships for outsourced chief investment officer services, say senior executives
To risk or not to risk your risk-free 4% CPF return?
CPF's rock-solid 4 per cent Special Account return is changing. By 2028, a new life-cycle portfolio scheme will replace it. Is this upgrade necessary or too risky?
Singapore’s gold demand jumps record 42% in Q1 amid geopolitical risks, volatile prices
Inflows into Asia-listed gold ETFs outpace those in other regions, and offset outflows in West
End of the 60/40 model? What a multipolar world actually requires of your portfolio
The foundations of classic portfolio theory are shifting – and DNCA Investments argues that building a truly resilient portfolio in today’s volatility requires a deeper reset than most investors expec...
Navigating the new market reality of volatility and divergence
The current environment demands not only vigilance but also a strategic recalibration from investors
Beyond the algorithm: when AI says sell, who tells you no?
Can your financial plan withstand a market crash as AI drives wealth management? Algorithms offer efficiency, but human advisors manage emotions. What about AI's role versus the essential, empathetic ...
