Business Times articles
Investment longevity: the second lesson after three decades in wealth management
I have a collection of letters sent by fund managers to their investors when closing their fund
Read MoreMoney and happiness: two lessons I’ve learnt after three decades in wealth management
I’ve been reflecting on almost thirty years of managing other people’s money, as well as my own, and came to two important lessons I’ve learned about our relationship with money
Read MoreProjecting Retirement Needs
I vividly remember my professor describing a simple formula for how much money I’d need to retire: just multiply your annual expenses by 25
Read MoreCommodities in an inflationary environment
Markets are governed by cycles. In financial media, almost all the attention is given to shorter term cycles
Read MoreEmbracing All-Time Highs
The ascent to new peaks in stock markets ignites a potent mix of excitement and caution among investors
Read MoreHow much?
What risk-free, inflation-protected, after-tax return would you be willing to accept on the totality of your wealth for the rest of your life in order to completely and forever forgo any other investment opportunity?
Read MoreMomentum Trumps Fundamentals
One of the most valuable pieces of trading advice I ever received was during the early days of my finance career in Hong Kong…
Read MoreTen Surprises for 2024
Exactly a year ago I wrote about how indicators were lining up for a positive equity market performance this year, contrary to the pervasive bearishness that economists and investors were forecasting
Read MoreAre You Worried?
Despite a steady stream of negative newsflow, and despite a weak August, a further -5 per cent fall in September, and a -3 per cent drop in October, equity markets have so far stayed relatively calm, at the worst point giving back half of the year to date gains
Read MoreThe Illiquidity Premium and Private Credit
To put it mildly, I have not been a fan of illiquid investments
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