Market Views
Stay informed with the latest market insights and analysis from the Endowus Investment Office and our partner fund managers.
Opportunities on higher ground: Revisiting your bond portfolio amid higher yields
October 12, 2026
The rate cut that never came, and the case for bonds
The dollar cycle and the limits of the rate story
AI trade rebounds but the Fed turns hawkish
More Articles
The US is a rich man borrowing against his assets
September 9, 2026
AI rally cracks but market holds on
August 25, 2026
Endowus Q2 2026 Market Update and Outlook: Tech and Ceasefire Talks Fuelled a Strong Rebound
July 22, 2026
The first half of 2026 in review: what a semiconductor-led market taught investors
July 20, 2026
The $100 billion question that SpaceX raised
July 7, 2026
AI rally holds, but breadth narrows
June 17, 2026
The AI trade roars back
May 19, 2026
Endowus Q1 2026 Market Update and Outlook: Oil, AI, and Uncertainty
April 21, 2026
Corporate governance reforms in Asian equities: Opportunities for long-term upside
April 21, 2026
The dollar is not dead—and that is not the point
April 8, 2026
Managers' Perspective: Building a Truly Diversified Equity Portfolio
March 30, 2026
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Northeast Asia takes center stage
March 18, 2026
Shariah Investing: Capturing Growth in a Changing Global Landscape
March 12, 2026
War, oil price, inflation, and volatility
March 10, 2026
The emerging markets story continues
February 19, 2026
Year of the Horse investment themes: AI investing and Diversification
February 3, 2026
2026 Market Outlook: Opportunities Amid Evolving Global Shifts
January 23, 2026
Endowus Q4 2025 Market Update and Outlook – Diversification reaffirms its relevance
January 20, 2026
Will the US market and US dollar continue to underperform?
January 7, 2026
Concerns mount over AI
December 17, 2025
All about AI
November 18, 2025
Highlights from the Endowus Wealth Summit 2025
November 10, 2025
Fed rate cuts, gold and the US dollar
November 4, 2025
Endowus Q3 2025 Market Update and Outlook — Stocks soar, Gold glitters
October 17, 2025
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The enduring power of equity income: Insights from Allspring
October 6, 2025
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Why US government shutdown shouldn’t rattle your confidence
October 6, 2025
The rally continues to broaden
September 17, 2025
Is uncertainty the new certainty?
August 20, 2025
Will the Singapore market continue to outperform?
August 5, 2025
As global dynamics shift, where do opportunities lie? Fund manager views
July 30, 2025
Endowus Q2 & June 2025 Market Update and Outlook - Are we over the hurdle?
July 15, 2025
Why are markets reaching new highs, while the USD stays weak?
July 9, 2025
Market rallies, tariff negotiations, are we on the cusp of a full recovery?
June 16, 2025
Megatrends: How and where to find visible and global shifts
June 3, 2025
Why Asia IG bonds look to be more resilient than peers
May 20, 2025
Are we heading towards a new world order?
May 9, 2025
Endowus Q1 & March 2025 Market Update and Outlook - Freedom or fallout?
April 17, 2025
Highlights of Endowus Investment Summit 2025
April 15, 2025
New US policies and the economy in focus
April 14, 2025
Catalysts and risks in European equities: Fund manager views
April 3, 2025
The US stumbles, China and Europe to catch up
March 18, 2025
Why ignoring diversification could cost you in the future
March 11, 2025
Global trade in flux: The impact of US tariffs on China, Asia and beyond
March 5, 2025
DeepSeek dethrones ChatGPT, Nvidia crashes
February 18, 2025
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Top 8 convictions in the Year of the Snake
January 24, 2025
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Growth stocks, AI, and more: Fund manager sentiment survey 2025
January 22, 2025
Top 3 concerns of fund managers in 2025
January 22, 2025
2025 market outlook: Interest rates, Trump, and AI
January 17, 2025
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Fed rate cuts: What’s next for small-cap stocks?
December 18, 2024
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Trump's win sparks market rally, but headwinds loom
December 16, 2024
Is FOMO back?
December 3, 2024
What Trump’s return could mean for the economy and markets
November 15, 2024
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What do real returns mean to portfolio managers?
November 15, 2024
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A red sweep: What it means for your portfolio
November 14, 2024
Highlights from the Endowus WealthTech Conference 2024 (Part II)
November 6, 2024
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Webinar: Endowus Q3 2024 Market Insights & Portfolio Performance
October 28, 2024
Endowus Q3 2024 Market Update—A glimmer of hope
October 23, 2024
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Why does the market care so much about the US elections?
October 8, 2024
FOMO on China stock rally: Are you really missing out?
October 3, 2024
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Manager's perspective: Fixed income strategies in a post-rate cut era
September 26, 2024
The cash party: The music is about to stop
September 17, 2024
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Fed rate cuts on the way: Fund managers’ view
September 13, 2024
As the Fed starts cutting interest rates
September 3, 2024
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Recession or soft landing: What’s next for the US economy?
August 23, 2024
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Inside the market sell-off, why & what's next?
August 14, 2024
4 Things that will not change with the Democrat President elect-to-be— Kamala Harris
July 24, 2024
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Endowus Q2 2024 Market Update and H2 Outlook— Shifting economic landscape and challenges
July 24, 2024
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Endowus H2 2024 Market Insights & Portfolio Performance
July 16, 2024
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Exclusive Interviews with Dimensional Fund Advisors
July 16, 2024
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Ageing populations and innovation: Opportunities in the healthcare sector
June 28, 2024
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Endowus Portfolios Performance Update (May 2024) — Ballots, bulls and bears: India’s recent election
June 19, 2024
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Neuberger Berman: Seeking diversified income source with resilience
June 12, 2024
Endowus Q1 2024 Market Update & Outlook—Geopolitical risks and markets
April 24, 2024
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Webinar: Endowus Q1 2024 Market Insights and Performance Review
April 24, 2024
Endowus Portfolios Performance Update (February 2024) — Land of the Rising Sun
March 19, 2024
3 observations on artificial intelligence (AI) and a winning strategy for investors
March 8, 2024
Will China’s economy soar in the Year of Loong?
February 28, 2024
A fragmented world: 2024 market outlook survey
February 28, 2024
Endowus Portfolios Performance Update (January 2024) — Fed rates held steady
February 22, 2024
S&P 500 reaches a new all-time high. What’s next in 2025?
February 21, 2024
Endowus Q4 2023 Market Update and Outlook — The year of AI
January 24, 2024
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Webinar: Endowus Q4 2023 Market Insights and Performance Review
January 19, 2024
Webinar: Endowus Q4 2023 Market Insights and Performance Review
January 19, 2024
Five big things in 2023 and the outlook for 2024
January 11, 2024
Endowus Portfolios Performance Update (November 2023) — A November to remember
December 19, 2023
Endowus Portfolios Performance Update (October 2023) — Risk off, risk on
November 14, 2023
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Decoding Dimensional: Exclusive fireside chat with Dimensional Co-CEO Dave Butler and film premiere of ‘Tune out the Noise'
November 10, 2023
What do markets typically do during times of war?
November 7, 2023
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Highlights from the Endowus WealthTech Conference 2023
October 27, 2023
Webinar: Endowus Q3 2023 Market Insights & Performance Review
October 25, 2023
Endowus Q3 2023 Market Update and Outlook — Can fixed income be fixed?
October 17, 2023
Where are interest rates headed and why it is important for investors
October 9, 2023
Making sense of changing macroeconomic realities
September 19, 2023
Endowus Portfolios Performance Update (August 2023) — Taking stock of experts' market forecasts
September 12, 2023
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Investing for income and growth through a multi-asset approach
September 11, 2023
Is China's slowdown cause for concern?
September 5, 2023
Endowus Portfolios Performance Update (July 2023) — The US Downgrade
August 14, 2023
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Fed rate hikes and recession odds: Will the US pull off a soft landing?
August 1, 2023
Webinar: Endowus Q2 2023 Market Insights & Performance Review
July 25, 2023
Endowus Q2 2023 Market Update and Outlook — The Big Tech Rally
July 19, 2023
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