Investing strategy

Why Asian family businesses continue to dominate markets
SINGAPORE (Sept 12): The financial performance of Asia’s family-owned businesses is far superior to their peers in terms of growth and profitability, finds a recent report published by the Credit Suisse Research Institute (CSRI). According to the Credit Suisse Family 1000 in 2018 report, family-owned businesses outperformed broader equity markets across every region and sector on a long-term ...
Schroders launches new fund to deliver stable returns with reduced risk in 'all market conditions'
SINGAPORE (Aug 16): Schroder Investment Management (Singapore) has launched its new fund, the Schroder ISF Global Target Return, which aims to “grow wealth and preserve capital in all market conditions” by flexibly investing across asset classes globally. This includes a diversified range of growth, defensive and diversifying assets from more than 40 countries across 15,000 stocks, 18,000 ...
Interaction and advice makes wealth managing that much more meaningful
SINGAPORE (July 18): When it comes to wealth management, a constant dialogue with clients makes all the difference, says Dominique Jooris, South Asia CEO at Pictet Wealth Management. In an exclusive interview with The Edge Singapore, Jooris says “These dialogues are why one would go to a private bank. This is the type of service you would find here, that you would not find at commercial ...
Growth concerns, risks heightening, but investors should keep a clear head
SINGAPORE (July 16): The escalating, multi-front trade war between the US and major economies, particularly China, is casting a shadow on the global economic growth outlook. Coupled with rising interest rates and growing concerns that the longest US bull market in history might be on its last legs, investors could be starting to worry. In Singapore, the Straits Times Index has erased the gains it ...
Singapore added to Credit Suisse's preferred markets as 'the place to be' for equity investors
SINGAPORE (July 10): Credit Suisse says the Singapore market is the “place to be” for investors given it is trading at favourable valuations, offers a blend of cyclical exposure and is a beneficiary of higher interest rates. At present, the Singapore market has a 12-month forward P/E ratio of 12.4 times which is below the 10-year average of 13.3 times, thanks to the recent ...
Discretion should be better part of valour for investors as economic clouds darken: Natixis
SINGAPORE (July 3): The present global economy remains strong enough to support risk assets like stocks and the credit sectors of the bond market, says Natixis Investment Managers’ Midyear Update & Outlook. However, clouds on the horizon have become a bit darker in recent months, so discretion should be the better part of valour for investors. Six months into the year, the global ...
Trade war won't be full blown; stay overweight on US, says DBS
SINGAPORE (July 2): Worries over trade tensions between the US versus China and Europe may have rattled markets in recent months, but DBS believes that a protracted, full-blown war is not likely to happen. “End of the day, this will be resolved, it will not be full blown. Everyone recognises the costs,” says the bank’s chief investment officer Hou Wey Fook (photo). Drawing reference ...
One of the world’s hottest short sellers is changing tactics
TOKYO (June 29): Earlier this month, Soren Aandahl scored one of his biggest victories as a short seller when he dramatically took down the leader of a world-famous brand. In some ways, the resignation of Samsonite International SA’s chief executive officer after Aandahl’s report was business as usual for the Austin, Texas-based investor, who’s trouncing his peers over the past 18 months ...
Time to stock up on defensive assets for a volatile 2H18, says State Street
SINGAPORE (June 25): State Street Corporation advises investors to start adopting a more defensive stance on expectations of global volatility in 2H18, as the environment becomes more challenging for risky assets such as such as global equities, high-beta developed market currencies, and emerging markets (EMs) in general. In a Monday release, Lee Ferridge, head of Global Macro Strategy for ...
Who says Singapore's millennials live paycheck to paycheck? This study finds just the opposite
SINGAPORE (June 22): Contrary to stereotypes of being paycheck spenders and short-term planners, millennials are the most likely generation in Singapore to be ahead of their peers in property investment in more ways than one. This is according to HSBC’s Beyond the Bricks 2: The value of home global survey, which features views of more than 10,000 people across 10 countries and territories ...