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Trump's win sparks market rally, but headwinds loom — Market Insights (November 2024)

Markets rallied across the board post-Trump’s win. Eyes are on headwinds.

December 17, 2024

How to not fail at your New Year's resolutions (again)

Make New Year's resolutions and financial goals that you can achieve, with simple and practical strategies for saving, investing, and financial planning.

As the Fed cuts rates, what can we expect from private credit?

Private credit faces a regime shift with the potential end of high interest rates. What makes it attractive, and why should it still complement a public market portfolio?

Is FOMO back? : Science of Wealth

Investors must try to drown out the noise from the charlatans making new forecasts and publishing outlooks for the new year that will invariably turn out to be wrong.

Webinars and Events

Articles

Investing 

Trump's win sparks market rally, but headwinds loom — Market Insights (November 2024)

Markets rallied across the board post-Trump’s win. Eyes are on headwinds.

Final Fed move: Will December deliver a rate cut? — Endowus cash management solutions (Dec 2024)

Bond traders anticipate a modest rate cut at the final Fed meeting of the year. Explore optimal ways to grow your savings with flexible cash management solutions.

As the Fed cuts rates, what can we expect from private credit?

Private credit faces a regime shift with the potential end of high interest rates. What makes it attractive, and why should it still complement a public market portfolio?

Is FOMO back? : Science of Wealth

Investors must try to drown out the noise from the charlatans making new forecasts and publishing outlooks for the new year that will invariably turn out to be wrong.

Point72's winning strategy: How Steve Cohen built an elite investment business

In-person Event: 2025 Market Outlook: A New World Order Ahead?

What Trump’s return could mean for the economy and markets

Highlights from the Endowus WealthTech Conference 2024

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Investment Solutions 

Fed’s latest move as Trump is re-elected as US President — Endowus cash management solutions (Nov 2024)

The US Federal Reserve set rates lower. Explore the optimal way to grow your cash savings by comparing flexible, high-yield cash management solutions on Endowus.

Introducing 3 new funds by JP Morgan Asset Management on Endowus HK

From US technology and China A-shares, to Hong Kong dollar cash, your investment needs can be expressed with the new funds on our Fund Smart Platform.

Beyond Public Markets: Private Credit, Private Equity & Secondaries

Hosted by Endowus Private Wealth, the event features EQT Partners, HarbourVest Partners and HPS Investment Partners, leading alternative investment managers.

Endowus HK Q3 2024 Model Portfolios Performance Review

Find out how the Flagship Portfolios, CashUp, IncomeUp, and Satellite model portfolios held up against uncertainty in Q3 2024.

Introducing risk mitigation as a strategy

More cuts on the horizon? — Endowus cash management solutions (October 2024)

In-person Event: From Hikes to Cuts: Navigating market cycle with fixed income expert Thornburg

Inflation back on the Agenda — Endowus cash management solutions (September 2024)

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Personal Finance 

5 Money management tips for fresh graduates in Hong Kong

Give yourself a financial head start as a fresh graduate by tracking your expenses, setting goals and compounding your cash.

How to not fail at your New Year's resolutions (again)

Make New Year's resolutions and financial goals that you can achieve, with simple and practical strategies for saving, investing, and financial planning.

The wisdom of the crowds and market pricing

Markets are a crowd. Every time we buy or sell, our collective decisions weed out outliers and aggregate our choices into the market price.

What your MBTI says about your investing style

We analyse the 16 MBTI personality types and offer tips on how to develop an investment strategy tailored to your personality type.

Think you know your partner? Ask these 10 questions before you purchasing home

5 Moves to build your financial resilience against recessions

In-person Event: CPF Mastery Abroad: Essential Financial Tips for Singaporeans in HK

What is financial wellness and how to achieve it?

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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.

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.

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.

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.

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About Endowus 

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.

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.

Not offer, solicitation or sale of any investment product
This website is for information purposes. Nothing contained on this Website constitutes tax, accounting, regulatory, legal or investment advice. Neither the information, nor any opinion, contained on this Website constitutes a promotion, recommendation, solicitation, invitation or offer by Endowus or its affiliates to buy or sell any securities, collective investment schemes or other financial instruments or services, nor shall any such security, collective investment scheme, or other financial instruments or services be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This is not intended to be an invitation or offer made to the public to subscribe for any financial product or other transaction.

The contents of this Website have been prepared without regard to the investment objectives, financial situation, or means of any particular person or entity, and the Website is not soliciting any action based upon them. Any opinions expressed on this Website may change as subsequent conditions vary.

Past performance is no guarantee of future results
Investment involves risk. The value of an investment may go down as well as up and investors may not get back their money originally invested. Past performance is no guarantee of future results. An investment in a portfolio is not the same as a deposit with a banking institution. Please refer to the respective fund disclosure documentation for details about potential risks, charges and expenses.

Accuracy of Information on this Website
Although this material is based upon information that Endowus considers reliable and endeavours to keep current, Endowus does not assure that this material is accurate, current or complete, and it should not be relied upon as such. The information and services provided on this Website are provided "AS IS" and without warranties of any kind, either expressed or implied. Endowus does not warrant, either expressly or impliedly, the accuracy or completeness of the information, text, graphics, links or other items contained on this Website and does not warrant that the functions contained in this Website will be uninterrupted or error-free, that defects will be corrected, or that the Website will be free of viruses or other harmful components. Endowus expressly disclaims all liability for errors and omissions in the materials on this Website and for the use or interpretation by others of information contained on the Website.

For the avoidance of doubt, all information and Endowus’ dealings with you are subject to Endowus’ Platform Agreement, Privacy Policy and Terms and Conditions, which will be available here.

The material contained in this Website has not been reviewed by the SFC or any regulatory authority in Hong Kong.