Video: Endowus Q3 2023 Market Insights
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Video: Endowus Q3 2023 Market Insights

Updated
14 Dec
2023
published
26 Nov
2023

About the session

The third quarter of 2023 closed with both global equity and fixed income markets in negative territory, amidst growing uneasiness over the Fed’s hawkish tone. While yields for cash and money market instruments have surged.

So what’s next for investors for the rest of 2023? In this quarterly update, join Sean Wong, Head of Investments, and Yuhan Tan, Investment Lead, as they discuss:

  1. How equities and fixed income markets moved during the quarter
  2. Key macro events and news to look out for in the months ahead

For our full Q3 2023 market update and outlook, refer to this article.

Watch the video

Chapters

00:00 – Introduction

00:53 – How the equity and fixed-income markets performed in Q3 2023

02:40 – What investors can watch out for in Q4 of 2023

03:41 – Can fixed income be fixed?

Click here for our full Q3 2023 market update and outlook. You can also read more on how all the Endowus advised portfolios — including Global, Passive Income, CashUp, and Satellite model portfolios — performed in the third quarter and year-to-date period, click .

Have a question? Ask us!

If you have any questions, contact support.hk@endowus.com or schedule a free 1-on-1 free consultation with our team of SFC licensed client advisors.

About the speakers

Sean Wong, Head of Investments, Endowus

Sean Wong is the Head of Investments of Endowus, a leading digital wealth platform in Asia.

Sean oversees Endowus’ advisory and investment solutions, and leads the investment office in optimising portfolio strategies and fund selection to drive growth. Sean also focuses on developing strategic relationships with fund management companies, broadening the range of investment solutions and market innovations in the sector.

Prior to his current role, Sean was an Executive Director in the Investment Management Services team at Morgan Stanley Private Wealth Management Asia, serving as their Head of Offerings. In this role, Sean was responsible for the identification, selection, due diligence, as well as sales and distribution of all fee-based products and discretionary portfolio offerings to the firms’ Wealth Management clients.

Sean graduated from Northwestern University with a Bachelor of Arts in Psychology and Business.

Yuhan Tan, Investment Lead, Endowus

Yuhan is responsible for the sourcing and screening of alternative strategies, along with other functions of the Endowus Investment Office.

Yuhan was previously at Mercer and Cambridge Associates, two investment consulting firms that provide investment portfolio management and advisory services to institutional investors. Yuhan was also with Hawksburn Capital, a multi-family office that provides investment advisory services to high net worth individuals.

Yuhan graduated from Singapore Management University with a Bachelor of Science in Economics.

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Risk Warnings

Investment involves risk. Past performance is not an indicator nor a guarantee of future performance. 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. 

Opinions

Whilst Endowus HK Limited (“Endowus”) has tried to provide accurate and timely information, there may be inadvertent delays, omissions, technical or factual inaccuracies or typographical errors.

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 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, 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.

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This advertisement has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.

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