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About the session
What’s next for investors in the second half of the year?
In this quarterly update, join Min Axthelm, our Director of Investment Research, and Yulin Liu, Investment Lead, as they discuss:
- How key Endowus Portfolios performed in Q2 2023
- How equities and fixed income markets moved during the quarter
- Key macro events and news to look out for in the months ahead
Ask your questions here.
Watch the webinar
Chapters:
- 00:00 – Introduction
- 00:54 – How the equity and fixed-income markets performed in Q2 2023
- 02:27 – What investors can watch out for in the second half of 2023
- 04:10 – The S&P 500 rally and Big Tech stocks
- 05:16 – Performance review: How the Endowus portfolios did
- 05:21 – Flagship Cash/SRS Portfolios
- 06:22 – Flagship CPF Portfolios
- 07:43 – Factor Portfolios by Dimensional
- 08:09 – ESG Portfolios
- 08:51 – Income Portfolios
- 09:57 – Cash Smart Portfolios
- 10:54 – Satellite Portfolios: China Equity, Global Real Estate, Megatrends, Technology, China Fixed Income, Low Volatility Fixed Income
For more on the market update and outlook, refer to this article. For further details on how all the Endowus advised portfolios — including Flagship, ESG, Income, Cash Smart, and Satellite — performed in the second quarter and year-to-date period, click here.
Have a question? Ask us!
If you have questions about the financial markets, the outlook ahead, or the Endowus portfolios, you may submit them at this Q&A page.
The Endowus Investment Office and our MAS-licensed client experts will address your questions shortly, at the same link.
To contact support or schedule a 1-on-1 consultation with our team of client experts, please click here.
About the speakers
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.
Yulin Liu, Investment Lead, Endowus
Yulin Liu is the Investment Lead at Endowus. Yulin focuses on investment due diligence and portfolio construction, and coordinates with other departments on investment-related matters. She is a member of the Investment Committee and is passionate about making investing more accessible and easier for individuals.
Her most recent role was with AQR Capital Management, where she served major institutional investors across Asia in their investment and portfolio monitoring needs.
Yulin holds a Masters in Financial Analysis (Distinction) from London Business School, and a MEng in Engineering, Economics and Management (First Class Honours) from the University of Oxford.
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