Webinar: Endowus Q3 2022 Market Insights & Performance Review

Updated

Mar 2025

published

Oct 2022

Events and webinars

Portfolio performance

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About the event

Major markets breached June 2022 lows in late September as US inflation continues to rage on. The Fed has been unwavering in taking an aggressive rate hike path all through to the end of this year, and into 2023.

With just a quarter left in 2022, how should investors be positioned?

In this quarterly update, join our Chairman and Chief Investment Officer, Samuel Rhee, and Director of Investment Research, Min Axthelm, as they discuss:

Key events and news to look out for in Q4 2022
Expectations of Fed interest rate policies and stagflation risk
How equities and fixed income markets performed in Q3 2022
How the different Endowus portfolios stacked up against benchmarks

About the speakers

Samuel Rhee, Chairman and Chief Investment Officer, Endowus

Samuel Rhee is Chairman of Endowus, a leading digital wealth platform in Asia. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with 27 years of institutional investing experience in Singapore, Hong Kong and London.

As Endowus’ Chief Investment Officer, Sam heads the Investment Office and ensures holistic portfolios for every investor, including the Endowus ESG Portfolios — the first of its kind in Asia. He is also responsible for the company’s asset allocation and investment selection across all offerings.

He is a firm believer that individuals should have access to the same knowledge and resources that are made available to institutional investors. With this vision, Sam passionately advocates digital adoption in wealth services by creating an interactive and seamless user experience, and making investing and smart financial planning easy and painless.

Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading to the firm becoming the first and only digital advisor for CPF investing in Singapore.

Min Axthelm, Director of Investment Research, Endowus

Min Axthelm is the Director of Investment Research at Endowus, a leading digital wealth platform in Asia.

In her current role, Min leads the efforts at Endowus’ Investment Office on research and content creation on the macro market and asset allocation, portfolio construction & optimisation and investment manager due diligence. She also works closely with the Product team on product research and development.

Min has more than a decade of experience in the investment industry, including fund manager due diligence and asset management, and joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office, overseeing the due diligence process from inception to completion for US Equity strategies and mutual funds.

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Disclaimers

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Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endow.us Pte. Ltd (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus Pte. Ltd., its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors, The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

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