As fixed income markets head into a third consecutive year of losses, investors should assess the likely fallout from higher-for-longer interest rates. Samuel Rhee, co-founder and CIO at Endowus, shared that growth, as the only silver lining, is the biggest risk to future returns for equity and bond markets. Therefore, amidst the unpredictability in a growth-scarce environment, quality is what matters. Quality growth in equities and higher-quality credit in the fixed income markets have performed relatively better and are likely to continue to do so.

While the markets have been on a sharp move since July, Samuel Rhee, Chairman and CIO of Endowus, shared his opinions on the stock and bond market, and the state of the US economy. A mismatch in demand and supply within the market is a cause for concern, as the surge of supply from the US Treasuries could be a key explanation for the sudden rise in yields. As inflationary pressures increase and market growth is expected to be more volatile, overall market uncertainty is set to rise.

Samuel Rhee, co-founder and CIO of Endowus shared insights about the Bank of Japan's potential intervention situation, as well as the bond market, the state of the US economy, US treasuries, and alternatives. While Japan's finance officials will do what they can to moderate the depreciating yen, in the US, central banks are tightening financial conditions due to persistent inflation and high interest rates. Globally, even as interest rates are a cause of concern, opportunities are arising in the fixed income space.

Endowus has expanded its private wealth solutions in a partnership with private equity firm EQT. Endowus' Private Wealth clients in Singapore and Hong Kong can access EQT funds, along with other funds from Balyasny, Brevan Howard, and more via the Endowus digital wealth platform.

Endowus, a Singapore-based digital wealth management firm has unveiled a partnership with global alts giant EQT. The partnership will allow Endowus' clients in Singapore and Hong Kong access to EQT funds, broadening their access to private markets at lower minimums and with shorter lock-up periods. Samuel Rhee, co-founder and CIO of Endowus shared how the partnership helps investors to further diversify their portfolios and reduce overall risk in volatile market periods.

Endowus has partnered with EQT to allow its Private Wealth clients in Singapore and Hong Kong to access high-performing EQT funds via investment solutions offered on the Endowus digital wealth platform. Samuel Rhee, co-founder and CIO of Endowus expressed Endowus’ excitement in this partnership to give investors greater and well-managed access to alternative solutions.

Against the backdrop of MoneyOwl and GrabAutoInvest closures, Gregory Van, Endowus’ CEO, shared that there will be increased consolidation as wealthtechs in Singapore and Asia mature, leading to some players exiting the market, and smaller players closing down. However, Endowus’ group asset management has exceeded S$6 billion as of Aug 2023, while its net inflows and revenue are at its peak for the first half of 2023 and surpassed the first half of 2022.

(From 13:00) On a Money Mind broadcast, Min Axthelm, Director of Investment Research at Endowus, discussed the considerations of adding ESG funds into one’s portfolio. Companies with a higher ESG score tend to have higher growth, but energy transition funds may have more value. The belief is that ESG would help companies outperform in the future, but investors should still look for a fund that is diversified in terms of sector and country.

In this op-ed, Samuel Rhee, Chairman and CIO of Endowus unpacked two key factors that prevent individuals from investing: When individuals are afraid of losing money, and when individuals feel like they already lost money due to not buying when the market was up. However, times when markets fall are fewer than people expect, and statistically, financial markets have always skewed positively. Investors are advised to stick to a regular investment plan as the markets will generate returns in the long run.

Samuel Rhee, Endowus’ Chairman and CIO, was on the Money Hacks podcast to discuss the benefits of staying invested amid a persistent inflationary environment. Staying invested in the long term increases one's success in reaching their future financial goals while beating inflation. Investors who do so will ride out market volatility to drive long-term returns in the future.

Endowus’ Chairman and Co-founder, Samuel Rhee, is a Robb Report Thought Leader and was interviewed on his personal values and professional journey. His experience at Morgan Stanley had urged him to grow progressively and laterally, and as a result, co-establish Endowus to provide personalised wealth solutions at the lowest cost possible. Endowus was lauded for its efforts as it was named 2023 Technology Pioneer by the World Economic Forum and raised US$35 million in its latest funding round.

Singapore-based Endowus has raised a total of US$95 million in funding to date, from partners including Citi Ventures, MUFG and four Asian billionaire families. Reporting 80% revenue growth in 2022, the wealthtech firm now looks to enhance its offerings in Hong Kong. The initial market launch included a fee-only wealth platform, a self-serve fund platform with 200+ funds, and private wealth management. Endowus' dedicated tech stack for Hong Kong has yielded positive initial responses, solidifying its standing in the competitive wealth management sector.