Dovish US Fed helps markets bounce back from early August disorder.
Continue readingMonthly Market Wrap: August 2024
Quarterly Commentary: Q2 2024
Stubborn US inflation clouds the global economy.
Continue readingHow we manage risk when selecting managers
Our investment philosophy, framework and process is at the very core of our decision making, permeating throughout the entire investment process. Risks and returns are inextricably linked and as such, investment risk management forms an integral part of the investment process.
Continue readingActive Share – a powerful metric or a limited utility?
In the realm of investment management, Active Share is a metric that gained prominence
for its supposed ability to distinguish between true active management and closet
indexing.
CoFI Bill – DFMs now have an even bigger role to play
Financial advisers and intermediaries have embraced several challenges over the past couple of years, from Covid-19 to an onerous regulatory environment.
Continue readingDisallowed retirement fund contributions – do not undervalue AT and IN retirement tax benefits
Not many individuals are aware of the fact that any retirement contributions that did not qualify for an income tax deduction pre-retirement – in other words, disallowed contributions – can be used to reduce tax payable on (1) retirement lump sums and (2) annuity income in retirement.
Continue readingMonthly Market Wrap: July 2024
Strong month for global and local equities.
Continue readingMonthly Wrap: May 2024
Global equities rise after April setback.
Continue readingQuarterly Commentary: Q1 2024
US inflation remains sticky – rate cut expectations pushed out
Continue readingMonthly Market Wrap: February 2024
US inflation remains sticky – rate cut expectations pushed out
Continue reading