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ALL OUR PUBLICATIONS
ALL OUR PUBLICATIONS
Global Trump-Reflation
IN THE WEEKS LEADING UP TO THE PRESIDENTIAL ELECTION, EQUITIES FELL ANYTIME TRUMP GOT A BUMP IN THE POLLS, AND GAINED WHEN CLINTON ROSE IN THE POLLS.
Bond Investors: Caveat Emptor
THE LAST TIME A BOND BEAR MARKET WAS GETTING STARTED, I WAS STILL IN DIAPERS. IT WOULD BE DIFFICULT TO FIND ANY INVESTOR WHO LIVED THROUGH AND VIVIDLY REMEMBERS THE IMPACT OF LOSING MONEY YEAR AFTER YEAR IN BONDS, BUT…
Are Target Date/ Life Cycle investments right for your CPF?
AS WE GET OLDER AND INCH CLOSER TO OUR RETIREMENT AGE, WE INTUITIVELY UNDERSTAND THAT WE ARE SUPPOSED TO TAKE LESS RISK IN OUR INVESTMENTS, SHIFTING THE FOCUS FROM CAPITAL GAINS…
Brexit – Another Unexpected Event with Zero Long Term Impact
‘BREXIT’, THE UK VOTE TO EXIT THE EU, CAPTIVATED THE FINANCIAL WORLD IN THE END OF JUNE.
“Sell in May and Go Away”
INVESTING IS FULL OF MEMORABLE ONE-LINERS WHICH PURPORT TO GIVE GOOD INVESTMENT ADVICE THAT IS ALSO EASY TO REMEMBER.
“How are you ****ing us?” — The Big Short
ON A RECENT FLIGHT BACK TO SINGAPORE I HAD THE PLEASURE OF WATCHING THE MOVIE “THE BIG SHORT”
Is your Portfolio in line with Consensus Views?
AT THE BEGINNING OF EVERY YEAR IT’S A USEFUL EXERCISE TO GATHER THE MARKET CONSENSUS OF CHIEF ECONOMISTS AND CHIEF INVESTMENT OFFICERS, IN ORDER TO ASSESS WHERE YOUR OWN MARKET POSITIONING STANDS AGAINST THE PREVAILING VIEW
