Endowus Insights SG

Leap into prosperity this CNY 💰 Get an $88 head start to growing your wealth.

Leap into prosperity this CNY 💰Get a $88 head start to growing your wealth.

Trump's win sparks market rally, but headwinds loom

Science of Wealth Dec 2024 - Is FOMO back

Is FOMO back?

implication of Trump's second act

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

US flag low angle

A red sweep: What it means for your portfolio

Highlights from the Endowus WealthTech Conference 2024 (Part I)

Q3 review webinar

Webinar: Endowus Q3 2024 Market Insights & Portfolio Performance

A glimmer of hope. China Shanghai

Endowus Q3 2024 Market Update—A glimmer of hope

Oct 2024 Science of Wealth: US election

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

Beijing skyscraper

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

plane passed through a thunderstorm

Endowus August 2024 Performance Review

US Dollar representing US Treasury and cash yield

The cash party: The music is about to stop

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

Fed rate cuts on the way: Fund managers’ view

webinar details for endowus fed rate cuts

Guide to riding through US Fed rate cuts

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

As the Fed starts cutting interest rates

Mountain bike through the woodlands

Endowus July 2024 Performance Review

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

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

us president abraham lincoln

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

running on track

Endowus Q2 2024 Performance Review

endowus-q2-2024-portfolio-webinar-details

Endowus H2 2024 Market Insights & Portfolio Performance

Is diversification dead?

Neuberger Berman Strategic Income Fund on Endowus

Neuberger Berman: Seeking diversified income source with resilience

SOW: Risk is not volatility

Risk is not volatility

2024Q1 market commentary

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

Natixis Thematics syndicated article on AI and robotics

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

A fragmented world: 2024 market outlook survey

Dragon decoration on the roof

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

q4-2023-performance-review

Endowus Q4 2023 Performance Review

Webinar: Endowus Q4 2023 Market Insights and Performance Review

Webinar: Endowus Q4 2023 Market Insights and Performance Review

Why is everyone predicting falling interest rates | Science of Wealth

Why is everyone predicting falling interest rates?

new-year-resolutions-and-markets

Why we are terrible at New Year's resolutions and forecasting

Why should I invest in stocks when I can get 5% “guaranteed”, and how to take advantage of SRS season

Why invest in stocks when I can get 5% “guaranteed”? | Science of Wealth

market-performance-in-times-of-war

What do markets typically do during times of war?

mckinsey-report-apac-wealthtech-landscape

Unlocking Opportunities in Asia-Pacific's WealthTech Landscape: Insights from McKinsey

Webinar: Endowus Q3 2023 Market Insights & Performance Review

Webinar: Endowus Q3 2023 Market Insights & Performance Review

q3-2023-market-update-outlook

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

q3-2023-performance-review

Endowus Q3 2023 Performance Review

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

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

Endowus Portfolios Performance Update (August 2023) — Taking Stock of Experts' Market Forecasts

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

Is China's slowdown cause for concern?

JP Morgan and Endowus Q&A - fixed income investing amid uncertainty

Fixed income investing amid uncertainty — Q&A with J.P. Morgan

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

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

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

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?

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

Is this the start of a bull run?

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?

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

Endowus Investment Office Monthly Fund Digest (May 2023) - A focus on fixed income - curated bond funds

A focus on fixed income — curated bond funds (Fund Digest May 2023)

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?

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?

Webinar: Endowus Q1 2023 Market Insights & Performance Review

Webinar: Endowus Q1 2023 Market Insights & Performance Review

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

South Korea - Asia fixed income - Schroders

Market regime shift and Asia fixed income

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

An uncertain 2023: market outlook survey

silicon-valley-bank

The rise and fall of Silicon Valley Bank

Singapore skyline - Singapore dollar (SGD) bond market

Singapore bonds: A low-risk diversifier amid uncertainty

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

China — better fortunes to come?

Income investing - Endowus Income Portfolios: update on payout targets and outlook

Endowus Income Portfolios: Higher payout targets, outlook, and 2022 review

racing - bonds are back in favour, amid improved yields

Bonds are back (Part I)

racing - investors are excited about bonds again in 2023

Bonds are back (Part II)

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

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

2023 - major investment themes for the year

Five big investing questions for 2023

China stocks - Endowus China Equities Portfolio performance and outlook

Endowus Satellite Portfolios: On China equities — a 2022 update

allocations to fixed income vs equities in investment portfolios

Risk-off, yield-on — asset allocation outlook

robot, artificial intelligence - technology funds

Endowus Satellite Portfolios: On technology — a 2022 update

Property - Endowus Global Real Estate Portfolio

Endowus Satellite Portfolios: On global real estate — a 2022 update

US federal reserve - inflation - Endowus market update & outlook

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

Jakarta, Indonesia skyline - Asian bonds

Yield hunters help prop up Asia's bond markets

India equities and economy - companies and banks - PineBridge Investments

India: A micro and macro anchor amid global uncertainty

focusing on investment goals, rational and resilient portfolios

As we test market lows, remember these three important things

LNG, renewable energy, ESG in Europe

The impact of war on European energy policy

India stocks and economy - Hawa Mahal (Jaipur) - PineBridge

India equities glimmer against a resilient, rising economy

green, social, and sustainability bonds - Singapore greenery - Eastspring

Tapping opportunities in Asia's growing sustainable bond market

bond yields, interest rate hikes, inflation, and recession fears

Reflections on a volatile bond market

semiconductor - computer chip - technology stocks, artificial intelligence, autonomous tech

Don't write off tech stocks just yet

EWC 2022 - Endowus WealthTech Conference

Highlights from the Endowus WealthTech Conference 2022

chinese yuan - currencies - forex

China's trilemma and the renminbi's fall

Sustainable investing - renewable energy - Russia-Ukraine war

Has the Russia-Ukraine conflict slowed the clean energy transition?

How is global real estate faring amid inflation and growth concerns

How are global real estate and REITs faring amid inflation and growth concerns?

q2-2022-market-update-and-outlook

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

webinar-us-economy-tough-recession

Webinar: Is the US economy headed for a tough recession?

bonds, yield curve, recession

Don't fear the yield curve inversions

Staying invested in the market downturn — with the right plan

China and supply chains — from disruption to diversification

Rational investment strategies to win in a tumultuous market

ask-your-cio-correction

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

The tech sell-off: Buy the dip, average down, or avoid the growth trap?

The tech sell-off: buy the dip, average down, or avoid the growth trap?

china-growth-outlook

China's growth outlook: counting the cost of Covid lockdowns

Q1-market-outlook-Endowus

Endowus Q1 2022 Market Update and Outlook — The Perfect Storm