Investment research

More young investors turn to AI for stock picks, but experts warn of risks in volatile market

While artificial intelligence can assist in planning investment strategies, limited human financial literacy could harm investment returns

Former Italian PM Mario Draghi recommended last year that the EU increase annual investment by more than 800 billion euros. His report has now become the intellectual foundation for an ambitious strategy to revitalise growth in the region.

Europe’s flawed investment strategy

The focus should be on strengthening its innovation ecosystem, rather than simply investing more

Generics of DBS building
BROKERS’ TAKE

‘Attractive valuations’: DBS says it’s time to buy these industrial S-Reits on easing trade tensions

Industrial S-Reits are set to rebound in growth and stability from FY2025 to FY2027, says the research house

Leading South-east Asian environmental, social and governance stock indices have outperformed their vanilla benchmarks since 2022.
ESG INSIGHTS

Issue 150: S-E Asia’s ESG indices outperform; Sembcorp builds up regional pipeline

This week in ESG: CGS-CIMB sees structural drivers for ESG investing; Sembcorp in Malaysia-Singapore-Vietnam energy consortium

The shrinking stock pool – in the US, the number of listed companies has fallen by half from a 1996 peak – also means fewer equity analysts are needed.
THE BOTTOM LINE

Wall Street analysts are getting irrelevant 

Bureaucracy is eroding the shrinking value-add that sell-side research can provide

In the first half of 2024, only 31 per cent of UK-focused active equity funds beat the average passive fund in their sector.

Challenging the passive versus active fund wisdom

Research into high-actives shows more volatility and sharper corrections than average

One of the most cited barriers that hinder gold investment is a lack of an established model to measure gold’s intrinsic value.

Asian investors expected to grow gold investments: survey

Increasing number of regional asset owners see gold as ‘core asset’ for the long term

Travellers at Changi Airport. The resurgence of tourism has led to increased acquisition activity in Singapore's hospitality sector.

Singapore top recipient of Q1 cross-border investments in Apac: Knight Frank

Institutional investors lead the inflow – especially in the hospitality sector – accounting for US$906 million

Tan Min Lan heads the chief investment office, Asia-Pacific, at UBS Global Wealth Management.
BT LUXE

Tan Min Lan: Deftly navigating the complexities of leadership 

She has proven her mettle through different roles and challenges in Swiss banking giant UBS