Webinar: Endowus Q2 2023 Market Insights & Performance Review

About the session

What’s next for investors in the second half of the year?

In this quarterly update, join Min Axthelm, our Director of Investment Research, and Yulin Liu, Investment Lead, as they discuss:

1. How key Endowus Portfolios performed in Q2 2023
2. How equities and fixed income markets moved during the quarter
3. Key macro events and news to look out for in the months ahead

Ask your questions here.

Watch the webinar

Chapters:

• 00:00 – Introduction
• 00:54 – How the equity and fixed-income markets performed in Q2 2023
• 02:27 – What investors can watch out for in the second half of 2023
• 04:10 – The S&P 500 rally and Big Tech stocks
• 05:16 – Performance review: How the Endowus portfolios did
• 05:21 – Flagship Cash/SRS Portfolios
• 06:22 – Flagship CPF Portfolios
• 07:43 – Factor Portfolios by Dimensional
• 08:09 – ESG Portfolios
• 08:51 – Income Portfolios
• 09:57 – Cash Smart Portfolios
• ‍10:54 – Satellite Portfolios: China Equity, Global Real Estate, Megatrends, Technology, China Fixed Income, Low Volatility Fixed Income

For more on the market update and outlook, refer to this article. For further details on how all the Endowus advised portfolios — including Flagship, ESG, Income, Cash Smart, and Satellite — performed in the second quarter and year-to-date period, click here.

Have a question? Ask us!

If you have questions about the financial markets, the outlook ahead, or the Endowus portfolios, you may submit them at this Q&A page.

The Endowus Investment Office and our MAS-licensed client experts will address your questions shortly, at the same link.

To contact support or schedule a 1-on-1 consultation with our team of client experts, please click here.

About the speakers

Min Axthelm, Director of Investment Research, Endowus‍

Min Axthelm is the Director of Investment Research at Endowus, a leading digital wealth platform in Asia.

In her current role, Min leads the efforts at Endowus’ Investment Office on research and content creation on the macro market and asset allocation, portfolio construction & optimisation and investment manager due diligence. She also works closely with the Product team on product research and development.

Min has more than a decade of experience in the investment industry, including fund manager due diligence and asset management, and joined Endowus from Morgan Stanley in New York, where she was Lead Analyst with its Wealth Management Global Investment Office, overseeing the due diligence process from inception to completion for US Equity strategies and mutual funds.

Yulin Liu, Investment Lead, Endowus ‍

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.

<divider><divider>

Investment involves risk. Past performance is not necessarily a guide to future performance or returns. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.

Any forward-looking statements, prediction, projection or forecast on the economy, stock market, bond market or economic trends of the markets contained in this material are subject to market influences and contingent upon matters outside the control of Endowus Singapore Pte. Ltd. (“Endowus”) and therefore may not be realised in the future. Further, any opinion or estimate is made on a general basis and subject to change without notice. In presenting the information above, none of Endowus, its affiliates, directors, employees, representatives or agents have given any consideration to, nor have made any investigation of the objective, financial situation or particular need of any user, reader, any specific person or group of persons. Therefore, no representation is made as to the completeness and adequacy of the information to make an informed decision. You should carefully consider (i) whether any investment views and products/ services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances. You may also wish to seek financial advice through a financial advisor or the Endowus platform and independent legal, accounting, regulatory or tax advice, as appropriate.

Investment into collective investment schemes: Please refer to respective funds’ prospectuses for details of the funds, their related fees, charges and risk factors. The listing of units of the fund on a stock exchange does not guarantee a liquid market for the units. Before making an investment decision, you are reminded to refer to the relevant prospectus for specific risk considerations.

For Cash Smart Secure, Cash Smart Enhanced, Cash Smart Ultra: It is not a bank deposit and not capital guaranteed, and is subject to investment risks, including the possible loss of the principal amount invested. Investment products are not insured products under the provisions of the Deposit Insurance and Policy Owners Protection Schemes Act 2011 of Singapore and are not eligible for deposit insurance coverage under the Deposit Insurance Scheme. Interest rates are indicative and subject to change at any time.

Product Risk Rating: Please note that any product risk rating (the “PRR”) provided by us is an internal rating assigned based on our product risk assessment model, and is for your reference only. The PRR is subject to change from time to time. The PRR does not take into account your individual circumstances, objectives or needs and should not be regarded as advice or recommendation to purchase, hold or sell any fund or make any other investment decisions. Accordingly, you should not solely rely on the PRR in making your investment decision in the relevant Fund.

This advertisement has not been reviewed by the Monetary Authority of Singapore.