Investment portfolios
The trouble with calling market bubbles
The durable edge is not in trying to make a better prediction, it is in following a better process
Nearly half of Apac’s wealthy expect market crash or correction, plan to rotate to cash: study
Respondents also flag economic recession as a significant worry
Preparing for retirement? Here’s how to invest in a volatile market
Seeking safety in cash is a common reflex but experts warn that it can be a costly mistake
Yield without fear: Navigating credit markets in a high-rate era
With $12 trillion in money markets, fixed income is vital. Discover bond selection, market opportunities, high-yield bond risks, and strategies for resilient portfolios amid unpredictable interest rat...
US private credit markets under pressure: Why Asia and Europe may be less exposed to the risks
Private credit has come under greater scrutiny, but according to Kilde chief executive officer Radek Jezbera, investors should avoid viewing the asset class as a single global market
How investors should deal with Trump’s market impact
Look for outstanding businesses that we can invest in for the long term
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.
