portfolio diversification

"“In a portfolio, we believe energy stocks can serve as a good hedge against both geopolitical and inflation risks."

AAM’s fund managers place weight on value investing metrics, which are incorporated into proprietary machine learning models.

The brokerage notes that MINT has been improving portfolio quality through strategic moves in the data centre space. Analysts are positive on acquisitions such 18 Tai Seng, Paya Lebar iPark and two portfolios of data centers in the US.

The virus-led volatility has invoked memories of the 2008 Global Financial Crisis and the 2000 dotcom bust. Yet, Hou’s message is clear: This too shall pass.

DBS chief investment officer Hou Wey Fook believes the virus outbreak is a disaster that – despite inflicting some sharp medium-term bouts of pain – will eventually fade away.

SINGAPORE (Jan 17): In the second half of last year, investors sought refuge in safe haven assets as macroeconomic uncertainties and market turmoil continued.

UBS, which oversees more than US$2.5 trillion of assets, also recommends investing in 5G technology and gene therapy as themes for the decade.

SINGAPORE (Jan 10): Why take risks? We get many questions about why, given the government-legislated CPF Ordinary Account interest rate of 2.5%, anyone should take a risk by investing their CPF money in the financial markets.