Endowus Commentary
Read the latest research and market commentaries from our Investment Office.
The dollar cycle and the limits of the rate story
October 1, 2026
AI trade rebounds but the Fed turns hawkish
The US is a rich man borrowing against his assets
AI rally cracks but market holds on
More Articles
Endowus Q2 2026 Market Update and Outlook: Tech and Ceasefire Talks Fuelled a Strong Rebound
July 22, 2026
The first half of 2026 in review: what a semiconductor-led market taught investors
July 20, 2026
The $100 billion question that SpaceX raised
July 7, 2026
AI rally holds, but breadth narrows
June 17, 2026
The AI trade roars back
May 19, 2026
Endowus Q1 2026 Market Update and Outlook: Oil, AI, and Uncertainty
April 21, 2026
Corporate governance reforms in Asian equities: Opportunities for long-term upside
April 21, 2026
The dollar is not dead—and that is not the point
April 8, 2026
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Northeast Asia takes center stage
March 18, 2026
War, oil price, inflation, and volatility
March 10, 2026
The emerging markets story continues
February 19, 2026
Endowus Q4 2025 Market Update and Outlook – Diversification reaffirms its relevance
January 20, 2026
Will the US market and US dollar continue to underperform?
January 7, 2026
Concerns mount over AI
December 17, 2025
All about AI
November 18, 2025
Fed rate cuts, gold and the US dollar
November 4, 2025
Endowus Q3 2025 Market Update and Outlook — Stocks soar, Gold glitters
October 17, 2025
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Why US government shutdown shouldn’t rattle your confidence
October 6, 2025
The rally continues to broaden
September 17, 2025
Is uncertainty the new certainty?
August 20, 2025
Will the Singapore market continue to outperform?
August 5, 2025
Endowus Q2 & June 2025 Market Update and Outlook - Are we over the hurdle?
July 15, 2025
Why are markets reaching new highs, while the USD stays weak?
July 9, 2025
Market rallies, tariff negotiations, are we on the cusp of a full recovery?
June 16, 2025
Are we heading towards a new world order?
May 9, 2025
Endowus Q1 & March 2025 Market Update and Outlook - Freedom or fallout?
April 17, 2025
The US stumbles, China and Europe to catch up
March 18, 2025
Why ignoring diversification could cost you in the future
March 11, 2025
DeepSeek dethrones ChatGPT, Nvidia crashes
February 18, 2025
2025 market outlook: Interest rates, Trump, and AI
January 17, 2025
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Fed rate cuts: What’s next for small-cap stocks?
December 18, 2024
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Trump's win sparks market rally, but headwinds loom
December 16, 2024
Is FOMO back?
December 3, 2024
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A red sweep: What it means for your portfolio
November 14, 2024
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Webinar: Endowus Q3 2024 Market Insights & Portfolio Performance
October 28, 2024
Endowus Q3 2024 Market Update—A glimmer of hope
October 23, 2024
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Why does the market care so much about the US elections?
October 8, 2024
The cash party: The music is about to stop
September 17, 2024
As the Fed starts cutting interest rates
September 3, 2024
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Recession or soft landing: What’s next for the US economy?
August 23, 2024
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Endowus Q2 2024 Market Update and H2 Outlook— Shifting economic landscape and challenges
July 24, 2024
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Endowus H2 2024 Market Insights & Portfolio Performance
July 16, 2024
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Endowus Portfolios Performance Update (May 2024) — Ballots, bulls and bears: India’s recent election
June 19, 2024
Endowus Q1 2024 Market Update & Outlook—Geopolitical risks and markets
April 24, 2024
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Webinar: Endowus Q1 2024 Market Insights and Performance Review
April 24, 2024
Endowus Portfolios Performance Update (February 2024) — Land of the Rising Sun
March 19, 2024
Endowus Portfolios Performance Update (January 2024) — Fed rates held steady
February 22, 2024
S&P 500 reaches a new all-time high. What’s next in 2025?
February 21, 2024
Endowus Q4 2023 Market Update and Outlook — The year of AI
January 24, 2024
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Webinar: Endowus Q4 2023 Market Insights and Performance Review
January 19, 2024
Webinar: Endowus Q4 2023 Market Insights and Performance Review
January 19, 2024
Five big things in 2023 and the outlook for 2024
January 11, 2024
Endowus Portfolios Performance Update (November 2023) — A November to remember
December 19, 2023
Endowus Portfolios Performance Update (October 2023) — Risk off, risk on
November 14, 2023
What do markets typically do during times of war?
November 7, 2023
Webinar: Endowus Q3 2023 Market Insights & Performance Review
October 25, 2023
Endowus Q3 2023 Market Update and Outlook — Can fixed income be fixed?
October 17, 2023
Where are interest rates headed and why it is important for investors
October 9, 2023
Endowus Portfolios Performance Update (August 2023) — Taking stock of experts' market forecasts
September 12, 2023
Endowus Portfolios Performance Update (July 2023) — The US Downgrade
August 14, 2023
Webinar: Endowus Q2 2023 Market Insights & Performance Review
July 25, 2023
Endowus Q2 2023 Market Update and Outlook — The Big Tech Rally
July 19, 2023
Endowus Q2 2023 Performance Review
July 19, 2023
Endowus Portfolios Performance Update (May 2023) — US Economy: From Strength to Strength
June 13, 2023
Endowus Portfolios Performance Update (April 2023) — Counting down to X-date
May 16, 2023
Endowus Q1 2023 Market Update and Outlook — Markets Rally: Is A Recession Priced In Already?
April 18, 2023
Endowus Q1 2023 Performance Review
April 18, 2023
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Webinar: Endowus Q1 2023 Market Insights & Performance Review
April 14, 2023
Credit Suisse: A crisis of confidence
March 22, 2023
The rise and fall of Silicon Valley Bank
March 14, 2023
Endowus Portfolios Performance Update (February 2023) — The Echoes from Silicon Valley
March 14, 2023
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Webinar: Endowus Q4 2022 Market Insights & Performance Review
January 30, 2023
Endowus Q4 2022 Performance Review
January 17, 2023
Endowus Q4 2022 Market Update and Outlook — A Game of Chicken
January 17, 2023
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Webinar: Endowus 2023 Market Outlook: Navigating Through Turbulence
January 4, 2023
Five big investing questions for 2023
January 3, 2023
Endowus Portfolios performance update (November 2022) — It's not over till Powell says so
December 20, 2022
Five big things that happened in 2022
December 19, 2022
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Is the Singapore property market due for a correction: a 2022 review
December 6, 2022
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Risk-off, yield-on — asset allocation outlook
November 29, 2022
Endowus Portfolios Performance Update (October 2022) — A less hawkish Fed ahead?
November 17, 2022
Endowus Q3 2022 Market Update and Outlook — Don't fight the Fed
October 18, 2022
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Webinar: Endowus Q3 2022 Market Insights & Performance Review
October 11, 2022
Endowus Portfolios Performance Update (August 2022) — The "I" Word
September 15, 2022
Why markets are swinging so much on economic news
September 6, 2022
Is the latest tech rally a bull trap or a new bull market?
August 17, 2022
Endowus Portfolios Performance Update (July 2022) — Glass Half Empty or Half Full?
August 17, 2022
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Webinar: Endowus Q2 2022 Market Insights & Performance Review
July 20, 2022
Endowus Q2 2022 Market Update and Outlook — Recession or Recovery?
July 18, 2022
Endowus Q2 2022 Performance Review
July 18, 2022
Endowus Portfolios Performance Update (May 2022) — The Powell Play
June 17, 2022
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Webinar: Ask Your CIO: How should you invest during a market correction?
May 27, 2022
Endowus Q1 2022 Market Update and Outlook — The Perfect Storm
May 9, 2022
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Webinar: Endowus Q1 2022 Market Insights & Performance Review
April 20, 2022
Russia-Ukraine war: The only certainty now is uncertainty
March 8, 2022
Endowus Q4 2021 Performance Review — Will The Tiger Be Unleashed This Year?
January 31, 2022
Webinar: Endowus Q4 2021 - Market Insights & Performance Review
January 17, 2022
Looking back at market surprises in 2021
January 4, 2022
Panel Discussion - Can technology improve investment returns?
October 26, 2021
Endowus Q3 2021 performance review — A pause that refreshes?
October 20, 2021
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