The Business Times
business-time-50

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

Summarise
google-preferred-sourceAdd BT as a preferred source
阅读简体中文版 (beta)
    • The margin of outperformance of the Magnificent Seven stocks has moderated, and is expected to narrow further.
    • The margin of outperformance of the Magnificent Seven stocks has moderated, and is expected to narrow further. PHOTO: REUTERS

    Jenny Johnson

    Published Fri, Apr 10, 2026 · 03:45 PM

    STOCK investors today confront high uncertainty across multiple dimensions, from global geopolitical developments to the artificial intelligence (AI) revolution. As evidenced by recent market turmoil, investors are struggling to price the attendant risks.

    Active investment management will prove the best strategy to navigate this environment, in my view. Let me explain why.

    Markets entered 2026 supported by resilient global growth and mounting excitement for AI. The corresponding surge in equity valuations created notable imbalances in the investment landscape.

    Fund managementInvestment portfoliosArtificial Intelligence

    TRENDING NOW

    Galven Tan has resigned to pursue new opportunities, says Knight Frank Singapore. 

    Knight Frank Singapore CEO Galven Tan resigns after 2.5 years at helm

    National Development Minister Chee Hong Tat says: “The best way is for the government to shape behaviours with the judicious use of market-based incentives, where possible.”

    ABSD deadline extended to up to 7 years for developers of large en bloc sites to encourage reuse of land

    National Development Minister Chee Hong Tat noted that the public housing market has seen a moderation in resale flat prices over the past few quarters, following multiple rounds of cooling measures as resale prices surged.

    15-month wait-out curb lifted for private property owners buying HDB resale flats

    The income upgrade has rendered the Philippines “too wealthy” to qualify for the concessional foreign aid and development loans.

    Philippines’ income upgrade hides grim reality for most Filipinos

    Latest T-bills Treasury Bills Results & Interest NewsLatest SSB Singapore Savings Bonds NewsLatest COE Certificate of Entitlement News
    Latest Johor-Singapore SEZ NewsLatest BTO Build To Order & Sales of Balance NewsLatest STI Straits Times Index NewsLatest SGX Dividends, Share Price NewsLatest Bonds Market NewsLatest Singapore Stocks To Buy NewsLatest Singapore Economy News
    View More