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 model 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
- 02:29 – What investors can watch out for in the second half of 2023
- 04:12 – The S&P 500 rally and Big Tech stocks
- 05:19 – Performance review: How the Endowus portfolios did
- 05:23 – Global model portfolios
- 06:32 – Cash Management model portfolios
- 06:55 – Passive Income model portfolios
- 07:57 – Satellite model portfolios: China Equity, Sustainability, Future Trends, Technology
For more on the market update and outlook, refer to this article. For further details on how the Endowus model portfolios — including Global, Passive Income, Cash Management, China Equities, and Technology — performed in the second quarter and year-to-date period, click here.
Follow this link to get an overview of the Endowus model portfolios.
Have a question? Ask us!
If you have questions about the financial markets, the outlook ahead, or the Endowus model portfolios, you may submit them at this Q&A page. Our team of licensed advisors will address your questions shortly, at the same link.
To contact support or schedule a 1-on-1 consultation, please click here.
Start your investment journey with Endowus HK by creating an account with us today.
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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Complex Products
Some of the funds contained in this article are complex products and investors should exercise caution when investing in these products. Though these products have been authorised by the SFC, authorization does not imply official recommendation. SFC authorization is not a recommendation or endorsement of a product nor does it guarantee the commercial merits of a product or its performance.
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 HK Limited (“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 HK Limited, 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 whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.
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This article has not been reviewed by the Securities and Futures Commission or any regulatory authority in Hong Kong.
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