Bond funds suffer as rate-cut hopes fade, but there is a silver lining
UP until early this year, strategists celebrated the return of income to fixed income; and urged investors to move out of cash...
SGX RegCo should push companies to help minorities requisition resolutions at AGMs
When minority shareholders invoke their right to requisition an extraordinary general meeting (EGM), it often spells trouble for the incumbent board and...
What to do when you’ve been de-banked
BEING de-banked – that is, having your account abruptly closed by your bank – is often a logistical nightmare. It has very...
How should investors assess climate transition risk in their portfolios?
FINANCIAL markets are among the most effective tools we have to fight climate change, and the net-zero transition will require trillions of...
Equities still best for riding the tech wave
AFTER the fastest interest rate hike cycle in decades, inflation is coming down without economic growth coming to a complete halt. Apart...
Australia’s First Sentier shuts A$14b of funds after growth disappoints
AUSTRALIAN asset manager First Sentier Investors plans to shutter investment funds with a total of A$14 billion (S$12.3 billion) in assets under...
Investors in US stocks set to demand more dividends
COULD the next opportunity in the US stock market lie in dividend stocks? Daniel Peris believes so, and after reading his insightful...
Paradox of high interest rates and a resilient economy
THE US’ booming stock market has brought much cheer to investors. From December 2019 to March 2024, the S&P 500 index saw...
At 5% yields, investors find it’s worth paying for actively managed bond funds again
BOND powerhouses including Pacific Investment Management, BlackRock and Capital Group are dangling the prospect of 5 per cent yields to convince investors...
A more reliable way to get enough investment returns
A WEEK ago, I was in Guangzhou to participate in a closed-door meeting with the Chinese investment advisory industry leaders and government...