Stay informed with the latest market insights and analysis from the Endowus Investment Office and our partner fund managers.

Singapore themed rocket

Will the Singapore market continue to outperform?

As global dynamics shift, where do opportunities lie? Fund manager views

global investment opportunities beyond the US

Endowus Q2 & June 2025 Market Update and Outlook - Are we over the hurdle?

single umbrella on the beach

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

Science of Wealth SOW bull

More Articles

Man standing in desert

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

NB_Global Megatrends

Megatrends: How and where to find visible and global shifts

Why Asian investment grade bonds look to be more resilient to their peers

Why Asia IG bonds look to be more resilient than peers

Sun shining through storm clouds

Are we heading towards a new world order?

Endowus Q1 2025 Market Update and Outlook

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

endowus investment summit 2025

Highlights of Endowus Investment Summit 2025

new US policies and the economy in focus

New US policies and the economy in focus

Catalysts and risks in European equities: Fund manager views

Catalysts and risks in European equities: Fund manager views

The US stumbles, China and Europe to catch up

golden eggs in a nest

Why ignoring diversification could cost you in the future

Global trade in flux: The impact of US tariffs on China, Asia and beyond

network connected throughout earth

DeepSeek dethrones ChatGPT, Nvidia crashes

February 18, 2025

Fidelity 2025 Top Convictions

Top 8 convictions in the Year of the Snake

January 24, 2025

Athelete starting

Growth stocks, AI, and more: Fund manager sentiment survey 2025

January 22, 2025

2025 FMC outlook survey

Top 3 concerns of fund managers in 2025

January 22, 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

implication of Trump's second act

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

November 15, 2024

What do real returns mean to portfolio managers?

November 15, 2024

US flag low angle

A red sweep: What it means for your portfolio

November 14, 2024

endowus wealthtech conference 2024

Highlights from the Endowus WealthTech Conference 2024 (Part II)

November 6, 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

Beijing skyscraper

FOMO on China stock rally: Are you really missing out?

October 3, 2024

Webinar: Manager's Perspective: Fixed income strategies in a post-rate cut era

Manager's perspective: Fixed income strategies in a post-rate cut era

September 26, 2024

US Dollar representing US Treasury and cash yield

The cash party: The music is about to stop

September 17, 2024

A closeup of a US cent penny coin (tails side).

Fed rate cuts on the way: Fund managers’ view

September 13, 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

Inside the market sell-off, why & what's next?

Inside the market sell-off, why & what's next?

August 14, 2024

us president abraham lincoln

4 Things that will not change with the Democrat President elect-to-be— Kamala Harris

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

endowus-q2-2024-portfolio-webinar-details

Endowus H2 2024 Market Insights & Portfolio Performance

Dimensions of Investing

Exclusive Interviews with Dimensional Fund Advisors

Ageing populations and innovation: Opportunities in the healthcare sector

Ageing populations and innovation: Opportunities in the healthcare sector

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

Neuberger Berman Strategic Income Fund on Endowus

Neuberger Berman: Seeking diversified income source with resilience

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

Natixis Thematics syndicated article on AI and robotics

3 observations on artificial intelligence (AI) and a winning strategy for investors

Dragon decoration on the roof

Will China’s economy soar in the Year of Loong?

February 28, 2024

fund manager outlook survey 2024

A fragmented world: 2024 market outlook survey

February 28, 2024

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

Decoding Dimensional: Exclusive fireside chat with Dimensional CEO Dave Butler and film premiere of ‘Tune out the Noise'

Decoding Dimensional: Exclusive fireside chat with Dimensional Co-CEO Dave Butler and film premiere of ‘Tune out the Noise'

November 10, 2023

market-performance-in-times-of-war

What do markets typically do during times of war?

November 7, 2023

highlights-endowus-wealthtech-conference-2023

Highlights from the Endowus WealthTech Conference 2023

October 27, 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

Learn how investors may position their portfolios for resilience and minimise losses amid volatility, and to benefit from potential growth

Making sense of changing macroeconomic realities

September 19, 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

Generate passive income with a multi-asset approach - Goldman Sachs Asset Management’s David Copsey answers five key questions from income investors

Investing for income and growth through a multi-asset approach

September 11, 2023

Is China's economic slowdown cause for concern for investors?

Is China's slowdown cause for concern?

September 5, 2023

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

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

August 14, 2023

Fed rate hikes and recession odds: Will the US pull off a soft landing?

Fed rate hikes and recession odds: Will the US pull off a soft landing?

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

Fixed deposits vs bonds - which is better? Manulife Investment Management notes that fixed-income investments may be the key to earning higher returns.

Fixed deposits vs fixed income — which is better?

The Fed pause: Is fixed income the best way to play it?

Webinar: The Fed pause: Is fixed income the best way to play it?

US stocks, technology stocks, S&P 500 rally - is this the start of a bull run?

Is this the start of a bull run?

Investment opportunities in artificial intelligence - Franklin Templeton

The age of artificial intelligence

Markets are in for a period of heightened volatility, PIMCO notes. The fund manager believes that returns across asset classes are likely to be more differentiated.

The aftershock economy — secular outlook

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

Tapping into fixed income opportunities in uncertain times - the image shows a woman meditating in a field. Bonds can help diversify portfolios and smooth out volatility. Find out how leading fund managers are thinking about fixed income amid uncertainty over the rate path.

Tapping into fixed income opportunities in uncertain times

Nvidia is but one of the winners from the artificial intelligence boom. Learn about AI and tech investing, FAANG stocks, and how you can uncover the gems, in our Q&A with Franklin Templeton.

Artificial intelligence and technology investing — Q&A with Franklin Templeton

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

Read about fund managers’ views on how the US debt ceiling debate would impact financial markets. This comes as the Treasury has warned that the federal government could run short of cash soon.

How should investors assess the latest US debt ceiling standoff?

Persistent fears about inflation in Singapore and Hong Kong may be driving emotional decisions about investing. Here's how to keep that in check.

How we learnt to stop fearing inflation in Singapore — and start investing

Are AT1s dead? Should investors shun bank stocks and bonds? Market commentators expect Asian banks to stay resilient and see noteworthy opportunities with their AT1 bonds.

Following the AT1 shock, a closer look at bonds from Asian banks

Webinar: Does ChatGPT herald a new era for AI and tech investing? - with Franklin Templeton

Webinar: Does ChatGPT herald a new era for AI and tech investing?

Webinar: Unlocking the Potential of Asia Fixed Income - with Schroders and Eastspring Investments

Webinar: Unlocking the Potential of Asian Fixed Income

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

Asia fixed income - Endowus, Eastspring Investments, Schroders

Asia fixed income: a bright spot for investors

A closer look at inflation and interest rates in 2023

A closer look at inflation and rates in 2023

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

Endowus market outlook survey of fund management companies - uncertainty, inflation, interest rates, and economic growth

An uncertain 2023: market outlook survey

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

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

Endowus Leadership Forum panel discussion - speakers from BlackRock, Fidelity, Natixis, GMO - International Women's Day

Sustainable, inclusive growth: Highlights from the Endowus Leadership Forum 2023

South Korea - Asia fixed income - Schroders

Market regime shift and Asia fixed income

Endowus Leadership Forum 2023 panel discussion - International Women's Day

Lessons in leadership: Highlights from the Endowus Leadership Forum 2023

Singapore skyline - Singapore dollar (SGD) bond market

Singapore bonds: A low-risk diversifier amid uncertainty

The January effect — when stock prices generally rise more in January than in other months of the year

Endowus Portfolios Performance Update (January 2023) — Exploring the January Effect

February 16, 2023

What's next for China stocks and bonds? Fund managers weigh in

China — better fortunes to come?

February 13, 2023

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

Webinar: Endowus Q4 2022 Market Insights & Performance Review

January 30, 2023

racing - investors are excited about bonds again in 2023

Bonds are back (Part II)

January 20, 2023