Read the latest research and market commentaries from our Investment Office.

Science of Wealth SOW bull

Why are markets reaching new highs, while the USD stays weak?

Market rallies, tariff negotiations, are we on the cusp of a full recovery?

Man standing in desert

Are we heading towards a new world order?

Sun shining through storm clouds

Endowus Q1 2025 Market Update and Outlook - Freedom or fallout?

Endowus Q1 2025 Market Update and Outlook

More Articles

The US stumbles, China and Europe to catch up

golden eggs in a nest

Why ignoring diversification could cost you in the future

network connected throughout earth

DeepSeek dethrones ChatGPT, Nvidia crashes

February 18, 2025

A man on the top of mountain

2025 market outlook: Interest rates, Trump, and AI

January 17, 2025

Small-cap stocks rate cut

Fed rate cuts: What’s next for small-cap stocks?

December 18, 2024

Trump's win sparks market rally, but headwinds loom

December 16, 2024

Science of Wealth Dec 2024 - Is FOMO back

Is FOMO back?

December 3, 2024

US flag low angle

A red sweep: What it means for your portfolio

November 14, 2024

Q3 review webinar

Webinar: Endowus Q3 2024 Market Insights & Portfolio Performance

October 28, 2024

A glimmer of hope. China Shanghai

Endowus Q3 2024 Market Update—A glimmer of hope

October 23, 2024

Oct 2024 Science of Wealth: US election

Why does the market care so much about the US elections?

October 8, 2024

US Dollar representing US Treasury and cash yield

The cash party: The music is about to stop

September 17, 2024

Science of Wealth by Endowus Sep 2024 on Federal Reserve and rate cycles

As the Fed starts cutting interest rates

September 3, 2024

A man stands in front of the giant text Recession

Recession or soft landing: What’s next for the US economy?

August 23, 2024

Endowus Q2 2024 Market Update and H2 Outlook— Shifting economic landscape and challenges

Endowus Portfolios Performance Update (May 2024) — Ballots, bulls and bears: India’s recent election

2024Q1 market commentary

Endowus Q1 2024 Market Update & Outlook—Geopolitical risks and markets

Endowus Q1 2024 Market Insights and Performance Review webinar

Webinar: Endowus Q1 2024 Market Insights and Performance Review

Sakura blooms in Japan

Endowus Portfolios Performance Update (February 2024) — Land of the Rising Sun

Bull Bear Red and Blue

Endowus Portfolios Performance Update (January 2024) — Fed rates held steady

February 22, 2024

photo showing S&P blocks with up and down arrows

S&P 500 reaches a new all-time high. What’s next in 2025?

February 21, 2024

endowus-portfolios-performance-update-december-2023

Endowus Q4 2023 Market Update and Outlook — The year of AI

January 24, 2024

Webinar: Endowus Q4 2023 Market Insights and Performance Reviewsddsf

Webinar: Endowus Q4 2023 Market Insights and Performance Review

January 19, 2024

Webinar: Endowus Q4 2023 Market Insights and Performance Review

Webinar: Endowus Q4 2023 Market Insights and Performance Review

January 19, 2024

Endowus 2024 outlook and Five big things that happened in 2023

Five big things in 2023 and the outlook for 2024

January 11, 2024

endowus-portfolios-performance-update-november-2023

Endowus Portfolios Performance Update (November 2023) — A November to remember

December 19, 2023

endowus-portfolios-performance-update-october-2023

Endowus Portfolios Performance Update (October 2023) — Risk off, risk on

November 14, 2023

market-performance-in-times-of-war

What do markets typically do during times of war?

November 7, 2023

Webinar: Endowus Q3 2023 Market Insights & Performance Review

Webinar: Endowus Q3 2023 Market Insights & Performance Review

October 25, 2023

q3-2023-market-update-outlook

Endowus Q3 2023 Market Update and Outlook — Can fixed income be fixed?

October 17, 2023

where-are-interest-rates-headed

Where are interest rates headed and why it is important for investors

October 9, 2023

Endowus Portfolios Performance Update (August 2023) — Taking stock of experts’ market forecasts

Endowus Portfolios Performance Update (August 2023) — Taking stock of experts' market forecasts

September 12, 2023

US rating downgrade - Endowus Portfolios Performance Update (July 2023)

Endowus Portfolios Performance Update (July 2023) — The US Downgrade

August 14, 2023

Webinar: Endowus Q2 2023 Market Insights & Performance Review

Webinar: Endowus Q2 2023 Market Insights & Performance Review

The Big Tech equity rally: Q2 2023 market outlook and commentary

Endowus Q2 2023 Market Update and Outlook — The Big Tech Rally

Endowus Q2 2023 portfolio performance review

Endowus Q2 2023 Performance Review

The fog has been lifting from the US markets, while overall data on the US economy was more resilient than expected. Find out how the key Endowus portfolios held up amid uncertainty.

Endowus Portfolios Performance Update (May 2023) — US Economy: From Strength to Strength

Joe Biden and Kevin McCarthy - US debt ceiling standoff - Counting down to X-date

Endowus Portfolios Performance Update (April 2023) — Counting down to X-date

Endowus Q1 2023 Market Update and Outlook — Markets Rally: Is A Recession Priced In Already?

Endowus Q1 2023 Market Update and Outlook — Markets Rally: Is A Recession Priced In Already?

Endowus Q1 2023 Performance Review

Endowus Q1 2023 Performance Review

Webinar: Endowus Q1 2023 Market Insights & Performance Review

Webinar: Endowus Q1 2023 Market Insights & Performance Review

Credit Suisse - UBS rescue deal, AT1 bonds, past CS scandals, and how Endowus sees limited direct impact on your investments

Credit Suisse: A crisis of confidence

silicon-valley-bank

The rise and fall of Silicon Valley Bank

SIlicon Valley Bank (SVB) (SIVB) - The echoes from Silicon Valley - portfolio performance update

Endowus Portfolios Performance Update (February 2023) — The Echoes from Silicon Valley

Webinar image for the Endowus Q4 2022 Market Insights & Performance Review

Webinar: Endowus Q4 2022 Market Insights & Performance Review

January 30, 2023

Endowus Q4 Performance Review - key portfolios including Flagship, Cash Smart, Income, Satellite

Endowus Q4 2022 Performance Review

January 17, 2023

A game of chicken between investors and the Fed - Endowus market insights

Endowus Q4 2022 Market Update and Outlook — A Game of Chicken

January 17, 2023

Webinar: Endowus 2023 Market Outlook: Navigating Through Turbulence

Webinar: Endowus 2023 Market Outlook: Navigating Through Turbulence

January 4, 2023

2023 - major investment themes for the year

Five big investing questions for 2023

January 3, 2023

Speed bump, slowdown - interest rate hikes - Endowus portfolio performance review (Nov 2022)

Endowus Portfolios performance update (November 2022) — It's not over till Powell says so

December 20, 2022

Year in review - Endowus 2022 wrap

Five big things that happened in 2022

December 19, 2022

Image for Singapore Property Market Review 2022

Is the Singapore property market due for a correction: a 2022 review

December 6, 2022

allocations to fixed income vs equities in investment portfolios

Risk-off, yield-on — asset allocation outlook

November 29, 2022

A less hawkish Fed ahead? (Inflation, interest rates) Endowus October portfolios performance review

Endowus Portfolios Performance Update (October 2022) — A less hawkish Fed ahead?

November 17, 2022

US federal reserve - inflation - Endowus market update & outlook

Endowus Q3 2022 Market Update and Outlook — Don't fight the Fed

October 18, 2022

endowus-q3-review

Webinar: Endowus Q3 2022 Market Insights & Performance Review

October 11, 2022

Fed chair Jerome Powell - inflation, interest rate hikes

Endowus Portfolios Performance Update (August 2022) — The "I" Word

September 15, 2022

Market volatility in reaction to Fed and inflation news

Why markets are swinging so much on economic news

September 6, 2022

US technology stocks: New bull market or bear market bounce

Is the latest tech rally a bull trap or a new bull market?

August 17, 2022

glass half full or half empty - Endowus key portfolios held up amid uncertainty

Endowus Portfolios Performance Update (July 2022) — Glass Half Empty or Half Full?

August 17, 2022

endowus-q2-webinar-update

Webinar: Endowus Q2 2022 Market Insights & Performance Review

q2-2022-market-update-and-outlook

Endowus Q2 2022 Market Update and Outlook — Recession or Recovery?

q2-2022-market-update-and-outlook

Endowus Q2 2022 Performance Review

The Powell Play

Endowus Portfolios Performance Update (May 2022) — The Powell Play

ask-your-cio-correction

Webinar: Ask Your CIO: How should you invest during a market correction?

Q1-market-outlook-Endowus

Endowus Q1 2022 Market Update and Outlook — The Perfect Storm

ukraine flag - war with russia

Russia-Ukraine war: The only certainty now is uncertainty

Endowus Q4 2021 Performance Review — Will The Tiger Be Unleashed This Year?

Endowus Q4 2021 Performance Review — Will The Tiger Be Unleashed This Year?

January 31, 2022

Webinar: Endowus Q4 2021 - Market Insights & Performance Review

Webinar: Endowus Q4 2021 - Market Insights & Performance Review

January 17, 2022

Looking back at market surprises in 2021

Looking back at market surprises in 2021

January 4, 2022

can-tech-improve-returns

Panel Discussion - Can technology improve investment returns?

October 26, 2021

q3-performance-review

Endowus Q3 2021 performance review — A pause that refreshes?

October 20, 2021

webinar-q3-2021-performance-review

Webinar: Endowus Q3 2021 Performance review and market insights

October 15, 2021

Endowus Q2 2021 Performance Review- Global equities on a rally

Endowus Q2 2021 Performance Review- Global equities on a rally

Webinar: Endowus Q2 2021: Performance review and market insights

Webinar: Endowus Q2 2021: Performance review and market insights

Webinar: Can economists predict the future of financial markets?

Webinar: Can economists predict the future of financial markets?

Webinar: Travel, Market and Crypto Bubbles

Webinar: Travel, market and crypto bubbles

Is there a bubble in the financial markets?

We are heading into bubble trouble

Endowus Q1 2021 Performance Review- Herd Immunity and Herd Instincts

Endowus Q1 2021 Performance Review- Herd Immunity and Herd Instincts

Webinar: Endowus Q1 2021 Portfolio Review and Returns Analysis

Webinar: Endowus Q1 2021 Portfolio Review and Returns Analysis

endowus 2020 review and 2021 outlook

Endowus 2020 review and 2021 outlook

February 22, 2021

Biden vs Trump: How the US elections impact the financial markets

Biden vs Trump: How the US elections impact the financial markets

November 18, 2020

The data behind US presidents and markets

The data behind US presidents and markets

November 7, 2020

suited man writing with marker

Webinar: Markets vs Economy: Why markets have rebounded sharply despite a grim economic outlook

August 28, 2020

Endowus Insurance vs Investment: Protect and grow your wealth

Webinar: Insurance vs Investment: Winning strategies to protect and grow your wealth

August 27, 2020

stats and resources on covid-19

Stats and resources on the 2019 Novel Coronavirus

Black Monday: Here's what matters

market declines and recoveries, pandemics

The anatomy of market corrections — Covid-19 (Part II)

are pandemics good for the financial markets

Are epidemics good for financial markets? — Covid-19 (Part I)

February 16, 2020

endowus quarterly q2 2019

Endowus Quarterly: Q2 2019

Market predictions

A (lack) of forecast for 2019: The key to stock market predictions

January 5, 2019

The art of (trade) war

A (lack of) prediction for 2018

A (lack of) prediction for 2018

January 19, 2018

The shortest summary of China's National Congress

The shortest summary of China's National Congress

December 1, 2017