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Investing strategies
Why Bank of Singapore is remaining cautious on equities
SINGAPORE (March 14): Bank of Singapore (BoS) is maintaining its moderately defensive asset allocation stance with a preference for credit over equity, as a Fed hike in March is “all but certain” with two more hikes forecast to occur by end-2017.
March 14, 2017
In print this week
How one portfolio manager plans to keep investors happy in the face of rising rates
SINGAPORE (Feb 24): The prospect of higher interest rates has bond market investors racing for the exits.
February 24, 2017
This is how Trump could sway the FOMC
SINGAPORE (Feb 15): US President Donald Trump could potentially appoint five new voting members to the Federal Open Market Committee (FOMC) within the next 18 months following the end of the terms for Fed Chair Janet Yellen and Vice-Chair Stanley Fischer.
February 15, 2017
Investing strategies
Grey swans emerge globally with the dawn of a Trump era
SINGAPORE (Jan 24): Tail risks, no matter how unlikely, are not entirely implausible, exceptionally rare, or unknown. Despite falling short of base case expectations, the improbability does not undermine their potential impact to financial markets.
January 24, 2017
US growth already getting a downgrade before polling day
SINGAPORE (Oct 4): Fitch Ratings has revised down its forecast for US growth in FY16 to 1.4% from 1.8% in July, according to its latest bimonthly Global Economic Outlook (GEO) report for Sept.
October 04, 2016
Private bankers, you have worse coming. Don't fight it: Bloomberg Gadfly
SINGAPORE (Oct 3): The profession of providing tender loving care to the wealth of the world's rich people is heading for its annus horribilis. Private bankers in Asia could deal with 2017 -- and the headaches the year will bring -- by following one s
October 03, 2016
Here’s the most underpriced event of the market this year and how to prepare for it
SINGAPORE (Aug 13): It’s true they say that stock investors have a short-term memory. While Brexit may have come as a rude shock to them, it turns out they aren’t pricing in the possibility of Donald Trump as the new US President either.
August 13, 2016
Brexit
Expect more central bank easing, strength in yen, greenback and gold post Brexit, say experts
SINGAPORE (June 24): The UK officially decided to leave the European Union on June 23, with leave votes trumping remain by 51.9% to 48.1%. A total of 33.5 million voted. Mayhem ensued in the markets, with the British pound dropping more than 10% to a 30-y
June 24, 2016
Citi maintains expectations of Sept rate hike by US Fed
SINGAPORE (June 22): Citi Research is maintaining its expectations of an interest rate hike by the US Federal Reserve in September, with December as a close alternative if the Fed does not move in September, according to a Tuesday report. The research hou
June 22, 2016