Investment portfolios
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.
When markets are rattled by conflict, discipline matters more than prediction
A sensible portfolio mix gives investors room to stay patient
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...
Policy to portfolio?
How will national priorities like AI and advanced manufacturing inform investment strategies? Howie Lim finds out.
In Singapore, ‘Henry’ also worries about retiring with enough
The country’s ‘high earners but not rich yet’ are not immune to financial insecurity
Passive paycheck: Structuring your SME for predictable dividends
SME owners often rely on a speculative sale for retirement. Howie Lim interviews Grace Tay of finexis advisory on separating business and personal wealth to find true surplus.
Navigating volatility: Embrace risk and take a long-term view
Investment teams at Loomis Sayles, an affiliate of Natixis Investment Managers, say market leadership can change quickly and assets don’t always perform the same way across cycles, making it important...
Cash, courage and collateral: The share financing debate
Leveraged investing is a seductive but high-risk move where most lose everything. Experts help Howie Lim navigate this danger with tools like the portfolio pyramid.
Reasons to worry about America’s investment position with the rest of the world
Data shows that our global financial system is plagued with serious but often ignored imbalances
The bond riddle: Finding yield in volatile fixed income
How will credit risk, the AI capex bubble, and other risks affect your fixed income portfolio? Howie Lim finds out.
