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Is the 60/40 portfolio the future?

The most dangerous four words in investing are “this time is different.” Using the long-term performance of the 60/40 portfolio as a case study, our chairman and Group CIO Samuel Rhee illustrates how history often rhymes—but doesn’t repeat—and why anchoring expectations to recent events can lead us astray.

October 8, 2025

Why getting rich shouldn’t be your goal

Figuring out how to get rich? Find out how you can break down this goal into an actionable and sustainable financial plan.

Webinar: A Closer Look at Multi-Strategy Hedge Funds

This webinar is only open to Endowus clients who are Professional Investors. Discover how Multi-Strategy Hedge Funds can potentially help enhance an investor's long term returns.

The rally continues to broaden — Market Insights (August 2025)

The Endowus Investment Office comments on market trends and global performance in August, amid the ongoing 90-day tariff stalls between the US and China.

Webinars and Events

Articles

Investing 

Why US government shutdown shouldn’t rattle your confidence

The US has found itself in a government shutdown once again. Find out how markets had responded to previous shutdowns, and why the latest one shouldn’t derail your goals.

Is the 60/40 portfolio the future?

The most dangerous four words in investing are “this time is different.” Using the long-term performance of the 60/40 portfolio as a case study, our chairman and Group CIO Samuel Rhee illustrates how history often rhymes—but doesn’t repeat—and why anchoring expectations to recent events can lead us astray.

The rally continues to broaden — Market Insights (August 2025)

The Endowus Investment Office comments on market trends and global performance in August, amid the ongoing 90-day tariff stalls between the US and China.

Debunking dividend investing myths

Discover why chasing dividends alone can mislead investors. Learn how Endowus advocates for a total return approach to build resilient, diversified portfolios and sustainable long-term wealth.

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

When should you use benchmarks to evaluate your portfolio?

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

Lessons from golf for the astute investor

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Investment Solutions 

Webinar: A Closer Look at Multi-Strategy Hedge Funds

This webinar is only open to Endowus clients who are Professional Investors. Discover how Multi-Strategy Hedge Funds can potentially help enhance an investor's long term returns.

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

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

Endowus Fund Smart: Dividend equity funds in focus

Achieving your financial goals hinges on making informed investment decisions. That's why we're committed to helping you cut through the noise and focus on what truly matters. Our curated selection of funds on Endowus Fund Smart is designed to help you build portfolios. Read the list of curated dividend equity funds.

Rediscover China equity funds

Learn about the factors driving this round of rebound and find curated China equity funds from top managers, including Fidelity, FSSA Investment Managers, J.P. Morgan AM, Schroders, and more.

In Person Event: Deep Dive into Private Equity: Seizing Opportunities in Private Markets

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

Endowus HK Q2 2025 Portfolios Performance Review

In-Person Event: Unlocking Opportunities in Infrastructure with Macquarie

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Personal Finance 

Why getting rich shouldn’t be your goal

Figuring out how to get rich? Find out how you can break down this goal into an actionable and sustainable financial plan.

From grit to growth: A young investor’s journey to financial success

Your financial journey is about building a lasting portfolio. Learn about how to achieve financial freedom in Hong Kong with Endowus’ Chief Client Officer.

In-Person Event: Personal Investing for Tech Professionals

Join Endowus and Garage Society for an exclusive networking event on personal investing for tech professionals on 16 September 2025 at 6:30pm

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?

In-Person Event: Personal Investing for Doctors & Lawyers

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

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

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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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