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Is uncertainty the new certainty? — Market Insights (July 2025)

An additional tariff extension between the US and China looms while the Endowus Investment Office comments on market trends and global performance in July.

August 21, 2025

When should you use benchmarks to evaluate your portfolio?

What are benchmarks, and when should you use them? Learn the uses of benchmarks in investing and other considerations when building or reviewing your portfolio.

Lessons from golf for the astute investor

“No one will move your ball; no one is moving the course — you are in total control of implementing your game,” says Gregory Van, CEO of Endowus, as he reflects on the common ground between golf and investing.

What role does private credit play in long-term portfolios?

What is private credit and how can it help diversify your investment portfolio? Read more for an expert overview of how it can benefit you long term.

Webinars and Events

Articles

Investing 

Is uncertainty the new certainty? — Market Insights (July 2025)

An additional tariff extension between the US and China looms while the Endowus Investment Office comments on market trends and global performance in July.

When should you use benchmarks to evaluate your portfolio?

What are benchmarks, and when should you use them? Learn the uses of benchmarks in investing and other considerations when building or reviewing your portfolio.

In-Person Event: Fixed Income Outlook — Essential Guide to Income Investing with Barings

Join our exclusive in-person event on 2 September

Lessons from golf for the astute investor

“No one will move your ball; no one is moving the course — you are in total control of implementing your game,” says Gregory Van, CEO of Endowus, as he reflects on the common ground between golf and investing.

What role does private credit play in long-term portfolios?

New to alts? Here are 5 questions you’re probably asking

Markets are roaring back, which begs the question...

As global dynamics shift, where do opportunities lie? Fund manager views

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Investment Solutions 

Exclusive | Private Markets & Hedge Funds Access Unlocked

Join our in-person session to learn about accessing private markets & hedge funds through Endowus Private Wealth. Exclusive for Professional Investors only

Hong Kong fixed deposit and money market funds: Grow your idle cash (August 2025)

Explore optimal ways to grow your savings with flexible cash management solutions.

Endowus Fund Smart — Most Popular and Best Performing Funds of 1H 2025

Find out which funds were best performing in 1H 2025, as well as investors' favourites on Endowus Hong Kong.

Endowus HK Q2 2025 Portfolios Performance Review

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite portfolios held up against uncertainty in Q2 2025.

In-Person Event: Unlocking Opportunities in Infrastructure with Macquarie

Multi-currency investments are now available: AUD, CAD, EUR, and GBP

Webinar: A Conversation with Point72: Capturing Artificial Intelligence's High Growth Potential

In-Person Event: Exclusive Evening with Carlyle US$400B+ Private Markets Giant

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Personal Finance 

Is the ‘HK$1 million by 30’ goal still relevant?

Aiming for HK$1 million by 30 in Hong Kong? Learn the best strategies for saving and investing to achieve it.

A banker’s diary: Why is it so hard to manage my own money?

With over a decade of experience in leading banks, Endowus’ Chief Client Officer, Sin Ting So, writes a story reflecting the struggles of bankers in managing their personal finances.

In-Person Event: Personal Investing for Doctors & Lawyers

Join Endowus for an exclusive personal investing for doctors & lawyers on 27 August 2025 from 6:30-8pm

In-Person Event | Endowus x Capital Group: NextGen Guide to Smart Investing

Join Endowus and Capital Group for an exclusive Investing 101 summer workshop for your children on 30 July 2025 from 3-6pm.

Rewriting the rules: Challenging outdated notions of luck, risk, and gender

Invaluable lessons on money, as told by Endowus parents

Warren Buffett’s Berkshire Hathaway sells stocks. Why is it not a template to copy?

Tax guide 2025: calculation, allowances, and management tips

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Retirement 

The science behind why we are bad at saving for retirement

Our minds are vulnerable to innate cognitive biases and psychological pitfalls when it comes to taking actions that will benefit us in the long term.

How much do you need to retire in Hong Kong?

Retirement: Some Hongkongers dream of it, others dread it | Learn how much you need for your golden years and how to start planning now.

MPF Must-knows: Consolidation and Tax-deductible Voluntary Contributions (TVC)

Simplify the management of your MPF account and enjoy additional tax benefits with TVC.

Gen X, it’s not too late to start investing in your 40s

If you didn’t begin investing in your 20s or 30s, you may wonder if the investing ship has sailed. Fret not — here’s a guide for Gen X investors to get started.

FIRE: Financial independence, retire early in Hong Kong

Find out about the types of FIRE and whether the FIRE movement is right for you.

Why is legacy planning important for retirement?

Legacy planning is not just for the ultra-wealthy. Learn why it is important for everyone, and how it is done in Hong Kong.

Why decumulation is useful as a retirement strategy

Besides planning how to grow our wealth, few think about how to draw down those funds when we retire. Learn why decumulation is a key retirement strategy.

Plan for retirement with this simple checklist

Preparing early for our retirement years is important. Here's a basic checklist of what to keep in mind and how to start the planning process.

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About Endowus 

What is a robo advisor and why Endowus is different

Discover how Endowus stands out among robo-advisors like Stashaway, Syfe and Aqumon. Learn about Endowus’ unique approach with real advisors offering personalised support

Wealth management conflicts of interest are failing investors. Here’s what’s needed

The 'fee-based' model – as pioneered in mature financial markets – encourages wealth managers to uphold their fiduciary responsibility, instead of chasing lucrative commissions.

4 New features on the Endowus platform

Explore eDDA, fund holdings transfer-in, automatic statement forwarding, and more new features on Endowus HK!

How your money and assets are kept safe and secured when investing through Endowus Hong Kong

Find out how Endowus keeps your money and assets safe and secured.

A letter from Endowus' Co-founders

A successful US$35M fundraise, a glimpse of the future, and a sincere Thank You. 成功融資3,500萬美元，衷心感謝一路有您，與您一起展望未來

Choosing Endowus when investing in Hong Kong

Learn more about why investing with Endowus is special in Hong Kong, as we bring better investment advice, better products, and lower cost to everyone.

Why invest through Endowus

What sets Endowus Hong Kong apart from other investment platforms? Access top-tier funds and personalised advice to grow your wealth at low and fair fees.

Introducing the Endowus HK team

Get to know the core team at Asia’s leading fund platform Endowus, as we expand to Hong Kong to bring better investment advice, better products, and lower cost to everyone.

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General Information
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This Website is operated by Endowus HK Limited, which is licensed (CE No. BQR225) under the Securities and Futures Ordinance (Cap571) to carry on business in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 9 (Asset Management) regulated activities. You can verify this information on the Hong Kong Securities and Futures Commission (SFC) website here.

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