Wealth & Investing

THINKING ALOUD

Buy gold on dips? With sky-high volatility, caution is warranted

The metal has since clawed its way back to US$5,054 per ounce, but is still off the year’s high

Market leader DBS can benefit from investors allocating more capital to Singapore stocks.
SENSE & CENTS

‘Pricey’ DBS can still be worth buying 

Strong growth drivers support the local bourse’s leader 

Asian high-yield bonds have posted robust gains over the past two years as investors focused on solid yields, shorter maturities, and improving company finances despite geopolitical tensions.

UBS fund manager says Asia junk bond rally has further to go

Optimism over Asian high-yield bonds comes from healthier balance sheets, less reliance on US assets and renewed opportunities in China

As investors, we should always ask: Are we reacting to what has happened, or to what we fear might happen?
A SMART LOOK AT INVESTING

The SaaS apocalyse: When fear does the thinking

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure.

Geo-economic shifts, the emergence of game-changing technology and demographic shifts are clouding visibility over the next half-decade.
CIO CORNER

Supertrends to boost portfolios over the next five years

These structural shifts are already rapidly unfolding and will continue to play out

Apollo CEO Marc Rowan has set targets to manage $1 trillion by 2026 and US$1.5 trillion by 2029.

Apollo’s Q4 profit rises on strong inflows

An origination of US$97 billion in new loans and other investments has driven its quarterly growth, it says

The Brazilian central bank's headquarters in Brasilia. Like some other Latin American economies, Brazil faces an election cycle that may introduce volatility, but market-friendly outcomes could act as a tailwind.

Emerging market bonds: Resilient amid slower rate cuts

Latin America stands out as one of the more compelling regions

Risk-off periods also tend to trigger flight-to-safety behaviour. Investors move into high-quality sovereign bonds, including US Treasuries and other liquid government securities.
THE WEALTH CODE

Navigating a future market sell-off

The challenge is not predicting when it will occur, but dealing with it without undermining long-term outcomes

Apollo will work with Schroders to offer new investment products to wealthy investors in the UK.

Apollo, Schroders join forces to sell funds to wealthy investors

The partnership comes as investors are fretting about private capital managers’ exposure to software companies

Minister for National Development Chee Hong Tat says: "We are not trying to go for a silver bullet that can, on its own, solve all the problems. There is no magic pill."
MARK TO MARKET

Time to introduce a Japan, Korea-style value-up programme, to drive Singapore market’s next leg-up

This move may be a crucial part of the ongoing holistic approach to restoring the vibrancy of the local market