Our perspectives on trends & issues that are reshaping the industry and the investment community
Good news may be bad news – look ahead not backwards
So far in 2019, markets have moved positively and our worst fears from Q4 remain unfounded. However, investors should not be complacent and interpret this period of good news as predictive of the rest of 2019. Markets are likely to again fear the future. In this week’s post, our advisor Say Boon Lim
Feb 18, 2019
Emerging ASEAN and Asia Innovation, 6 months after launch
As we pass the 6-month anniversary of our latest ETFs, we review their performance since launch, the underlying story behind the exposures and the potential for returns going forward.
Feb 13, 2019
Cycles turning - what it means for investors
We enter this year at a crossroads for markets, with multiple cycles coming to an end. In his first insight as our senior advisor, Say Boon Lim offers his thoughts on asset allocation amid diverging economic, market and currency cycles. Following his thoughts as a guide, we introduce a number of ETF
Jan 25, 2019
Why investors are calling for EM outperformance in 2019 and how to position?
Emerging markets seem to be one of the top picks among both sell-side strategies and well-known investors in 2019. We would like to examine if their views are valid and understand better about the reasons behind. To make it into an actionable advice, we also share our thought why emerging ASEAN mayb
Jan 14, 2019
A-shares in 2019: quality merchandise on sale
As we wrap up 2018, it’s hard not to reflect on a -25% year in A-shares. As investors, however, we have to look forward and ask ourselves – what’s in store for 2019? Will the trade war result in continued downward momentum? Or will policy accommodation and an improved trade environment result in a m
Dec 17, 2018
ESG in Need: Beyond the ‘Good Karma’ Lens
ESG investing has become more in vogue in the past five years. Part of this may be driven by an on-faith belief, supported by shallow anecdotal evidence, that investing in ethical companies (high ESG companies) must lead to better investment outcome. You could call this belief the “good karma” principal in investing.
Jan 10, 2019