Investing strategy

Global effects of shareholder activism to be felt more than ever in the year ahead: JP Morgan
SINGAPORE (Jan 17): With  potentially volatile stock prices on the horizon, the impact of activists and shareholder activism – now permanent features of global capital markets – will be felt more than ever in 2019, says JP Morgan. See: A different notion of shareholder activism See: Minority rights According to the financial services firm’s Global M&A Outlook report for ...
Singapore stocks with high yield, low expectations are what Credit Suisse prefers for the year
SINGAPORE (Jan 8): Credit Suisse is recommending Singapore investors stick with a portfolio of quality, high-yield stocks and stocks with low embedded expectations to ride out any volatility in 2019 while positioning for a market recovery. And while the market’s upward momentum this year may be dulled by dimmer economic and corporate earnings growth outlook, the Swiss investment bank says ...
Why 2019 might be a better year for investors: Schroders
After the disappointment of 2018, Schroders chief executive Peter Harrison rounds up the factors its fund managers think could lead to a brighter year ahead. SINGAPORE (Jan 2): 2018 has been a disappointing year for most investors. Almost all markets, both stocks and bonds, fell in value last year, under pressure from rising interest rates, political developments such as Brexit, and the trade ...
The largest SGX tech stocks going into 2019
SINGAPORE (Dec 26): The technology sector in Singapore is deemed to be highly cyclical and with the recent increase in global demand for electronic products and services, along with new entrants within the sector, competition has been heating up. However, the competition within the sector has an economic impact of weighing both prices and margins. Furthermore, the recent US-China trade ...
Don't let your investing guard down in 2019, says RHB
SINGAPORE (Dec 26): RHB Research is targeting 3,300 for the Straits Times Index (STI) by end-2019 and advises investors to remain defensive amid anticipated volatility in the year ahead – by focusing on buying stocks that offer stable earnings, strong balance sheets and sustainable dividends. The research house’s caution comes despite inexpensive overall market valuations, in the research ...
Top fund proves value investing works with 159% return
SHANGHAI (Dec 24): Value investing is proving to be a profitable strategy in one of the world’s worst-performing stock markets, where a gush of momentum-chasing retail money has created boom-bust cycles. The US$442-million ($607.4 million) Bank of Communications Schroder Alpha Core Mixed Fund, which focuses on picking out bargain stocks in China’s onshore market, has returned 159% over ...
Emerging tech seen as key to keeping up with investment growth objectives: State Street
SINGAPORE (Dec 12): A recent survey of over 500 global asset managers shows that more than two thirds, or 68%, of global institutional investors are concerned about their ability to hit their growth objectives within the current market environment. Published by State Street Corporation, the study entitled New Routes to Growth found a majority 72% of asset owners expect to adopt a more ...
CPFIS funds up 0.75% in 3Q despite market fluctuation and volatility
SINGAPORE (Dec 3): Unit trusts and investment-linked insurance products (ILPs) included under the Central Provident Fund Investment Scheme (CPFIS) increased 0.75% on average in 3Q ended Sept, according to an update by Lipper on Monday. In particular, CPFIS-included unit trusts increased 1.28% and CPFIS-included ILPs rose 0.44%. By asset class, CPFIS-included funds, equities, bonds, mixed ...
Singapore investors hearing part of active vs passive debate: Natixis
SINGAPORE (Nov 29): Try making sense of this latest study of Singapore investors conducted by Natixis Investment Managers. More than six in 10 Singapore investors surveyed or 64% believe index funds are less risky than other investment vehicles. And two thirds (67%) believe index funds can help them minimise loss of returns while 66% of Singapore investors -- vs 58% globally -- trust that ...
Singapore Life gathers interest from 800 consumers to invest in its 3% Endowment Plan
SINGAPORE (Nov 27): Singapore Life announced that since its pre-registration opened on Nov 23, 2018, more than 800 prospective clients have lodged interest to invest in its third savings fund – 3% Endowment Plan. This savings fund will guarantee consumers 3% interest per annum for up to $6,000 per application over a lock-in period of three years. Subscribers investing up to $6,000 per ...