MIND THE GAP

Sustainable investing: Net inflows and relative returns slide

Outflows from the US may not be surprising, but the same is being observed elsewhere in the world

China's bond market trades on domestic fundamentals, reinforcing the country's role as a diversification anchor.

Asia’s different economic stories are opening up opportunities in fixed income

The region’s credit markets are weathering the recent geopolitical stress with resilience

 A portfolio career generates income across multiple streams from a mix of skills and experience. It requires intentional effort: upskilling or carving out time to explore alternative paths.
INSIGHTS FROM CFA SOCIETY SINGAPORE

Can the portfolio career be another piece of the retirement puzzle?

The approach gives people the flexibility to extend their income-producing years, and helps them stay active and engaged

Investors tend to have excessive cash deposits in their portfolios, because they recognise that the world is complex and do not want to invest at the wrong time.
CIO CORNER

What type of forecaster are you?

The key is to consider how you would react if your views proved incorrect across different time horizons

Planning for a 30-year horizon in retirement provides a comfortable margin of safety, but requires one to stay invested in a 50/50 mix of stocks and bonds through good times and bad.
A SMART LOOK AT INVESTING

How to make your million-dollar retirement fund last

Plan for the unexpected, and work in a margin wide enough that even the worst case won’t keep you up at night

Among the STI components that will trade ex-dividend this week are DBS and Frasers Logistics & Commercial Trust.
MARK TO MARKET

Power of payouts: A big chunk of the STI has just gone ex-dividend. What’s next?

The big question is whether the core businesses of the STI’s constituents can support its next leg up as the impact of major capital return initiatives wanes

With the ongoing war driving up oil prices, and increasing expectations of prolonged stagflation, investor demand for gold is likely to remain firm.
MONEY MATTERS

Why gold’s price is well-supported and holds more upside

Investors are increasingly open to the idea of adding the precious metal as a risk diversifier to their portfolios

BlackRock has collateral in the loan’s security package but no claims on the operating firms owning the physical assets.

BlackRock fund faces test in recovering defaulted China loan

The episode is drawing scrutiny within Asia’s private credit circles

Federal Reserve governor Michael Barr on Sunday warned that the market could spark “psychological contagion” and a broader credit crunch.

Global watchdog FSB unveils action plan on private-credit risks

It says ‘significant data challenges’ are frustrating its effort to assess vulnerabilities in the market