Webinar: Endowus Q1 2022 Market Insights & Performance Review

‍About the event ‍

The global financial markets have taken investors on a bumpy ride since the start of 2022. Just as various economies emerge into endemic Covid-19 states, they are hit with news of geopolitical conflicts, supply chain shocks, oil spikes, and Fed rate hikes. Prices for daily commodities have risen sharply, as the Russia-Ukraine war and persistent lockdowns in China continue to disrupt global supply chains. 

Against this economic backdrop, we look back on how markets have performed so far in 2022 and what the outlook is for the rest of the year. 

In this quarterly update, join our Chairman and Chief Investment Officer, Samuel Rhee, and Investment Lead, Yulin Liu, as they discuss: 

• The impact of geopolitical conflict and inflation on global financial markets
• The high-wire act of targeting inflation and maintaining growth 
• The extent of the threat of stagflation
• How the different Endowus portfolios have performed against benchmarks 
• Macro & market outlook for the rest of 2022

About the speakers

Samuel Rhee is Chairman of Endowus, a leading digital wealth platform in Asia. He is the former CEO and CIO of Morgan Stanley Investment Management in Asia, with 27 years of institutional investing experience in Singapore, Hong Kong and London. 

As Endowus’ Chief Investment Officer, Sam heads the Investment Office and ensures holistic portfolios for every investor, including the Endowus ESG Portfolios — the first of its kind in Asia. He is also responsible for the company’s asset allocation and investment selection across all offerings. 

He is a firm believer that individuals should have access to the same knowledge and resources that are made available to institutional investors. With this vision, Sam passionately advocates digital adoption in wealth services by creating an interactive and seamless user experience, and making investing and smart financial planning easy and painless. 

Endowus solves the biggest problems of wealth and investing, and retirement adequacy, leading to the firm becoming the first and only digital advisor for CPF investing in Singapore.

‍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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