SCIENCE OF WEALTH

The trouble with calling market bubbles

The durable edge is not in trying to make a better prediction, it is in following a better process

Singapore accounts for roughly 20% of global semiconductor equipment production. Its position across memory, advanced packaging and equipment becomes structurally harder to bypass as AI chip complexity increases.
INVESTING GLOBALLY & PROFITABLY

NODX a macro tailwind, but can SGX-listed semiconductor stocks deliver?

April data is best read as validation of a structural thesis that Singapore has embedded itself in the AI hardware value chain

Agentic AI systems will act, plan, reason and execute complex tasks with minimal human intervention.
CIO CORNER

The Magnificent Seven: Old wineskin for new wine

Investors must look beyond these stocks to find companies positioned to lead in the race for agentic AI

Be wary of sales pitches that dangle high income but are not explicit on where risks lurk.
MIND THE GAP

Should you sacrifice some CPF Life income in favour of ILPs? Tread carefully

Consumers should educate themselves about the Retirement Sum Scheme and CPF Life, and view how these fit into their retirement plan

MAS says it expects financial adviser representatives to "act honestly and in the interests of customers when providing financial advice".

‘Capital guaranteed’ label for investment-linked policies misleading: MAS, Life Insurance Association

The death benefit of ILPs typically has a guaranteed component, but there is no capital guarantee

Joseph Pinto said the company has more resources in Apac markets such as Japan, Hong Kong and Singapore. He added: "We are going to also add a sales individual in Australia."

Buoyed by £7 billion in global inflows, M&G Investments pushes further into Asia-Pacific

The CEO of insurer M&G’s asset management arm sees greater European, Apac flows, eyes opportunities in private credit

If a new market index is created, it should be explicitly positioned to include companies that list on the Global Listing Board.
MARK TO MARKET

New dynamism: Singapore needs a market index without Reits to support passive flows

ETFs a means of riding market’s revitalisation while neutralising risk of picking the wrong companies, abandoning strong performers too early

Nearly a third of top private wealth firms slash US dollar asset allocations, according to UBS report.

UBS family office clients cut US dollar exposure in wealth revamp

About half of the money managers also say they are overexposed to the greenback

Spanning 10 diverse economies including Singapore, Asean has a combined GDP of over US$4 trillion, making it one of the most dynamic growth engines globally.
BRANDED CONTENT

While the world looks West, returns are shifting East

In a year defined by market turbulence and shifting global alliances, Asia is moving from a small, often overlooked part of portfolios to a more deliberate allocation