Daniel Lam

Singapore’s sovereign wealth fund GIC is bracing for a period of “profound uncertainty” as the fund looks to rely on more “granular” diversification and maintaining price discipline to traverse the environment. In its 2023/ 2024 annual report the fund’s chief executive Chow Kiat Lim warned there are “no maps” for investors to navigate the volatility ahead, and the fund is looking to play into its strength as a provider of long-term capital. https://lnkd.in/dFBcXfNu #gic

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According to MPF Ratings' latest MPFR Index, the top 10 MPF fund categories showed remarkable performance in July, with returns of between 1.34 per cent and 4.15 per cent. The significant threefold difference in these returns underlines the diversity of performance across the MPF landscape. In particular, returns for US equity funds fell from 4.72% in May to 3.01% in June and further to 1.43% in July, but remained positive throughout the period. See the details of MPF Ratings' MPFR Index returns by asset class here: https://lnkd.in/g5RNs35e #mpfratings  #MPFScorecard  #MPFHealthCheck  #MPFFastMover  #MPFRConsistentPerformers  #MarketInsights  #MPFMarketShare  #MPFFundFlows  #MPFNetReturns  #MPFIndustry #pensionschemes  #assetmanagement  #investmentmanagement  #mpf  #investment  #empf

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𝐒𝐚𝐧𝐣𝐚𝐲 𝐆𝐮𝐠𝐥𝐚𝐧𝐢, 𝐂𝐈𝐎, 𝐒𝐢𝐥𝐯𝐞𝐫𝐝𝐚𝐥𝐞 𝐅𝐮𝐧𝐝𝐬 𝐨𝐧 𝐁𝐥𝐨𝐨𝐦𝐛𝐞𝐫𝐠 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐀𝐬𝐢𝐚, 𝟮𝟯 𝐃𝐞𝐜𝐞𝐦𝐛𝐞𝐫 𝟮𝟬𝟮𝟰 Our Chief Investment Officer, Sanjay Guglani, will be sharing his expert views on Bloomberg Markets Asia, providing insights on Fixed Income Outlook 2025 after the recent Fed rate cuts. 📺 Catch him 𝐋𝐈𝐕𝐄 at 11am SGT | 11pm EST | 8:30am IST on Bloomberg TV. Stay tuned for a post-interview synopsis where we’ll break down key takeaways from the conversation! #BloombergMarkets #InvestmentInsights #FinancialMarkets #MarketTrends #BloombergTV #Finance

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Developments driven by a combination of innovation and sustainability point to long-term growth and an acceleration of the green transition, argues Bonnie Y Chan, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited (HKEX) #AMNC24

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MPF Ratings released Q1 2024 MPF Asset Class Fund Flow Summary by highlighting that US equities received over $9bn of MPF’s net inflows in Q1 2024, by far the largest quarterly MPF net inflows into US equities ever recorded, and a concerning trend which Mr Chung attributes to a confluence of new fund launches, disappointing local equity results and MPF members trying to capitalize on the strong momentum of the US market. Find out more here: https://lnkd.in/eRJmq4ne #mpfratings #MPFRIntelligence #MPFRConsistentPerformers #MPFFastMover #MarketInsights #MPFMarketShare #MPFFundFlows #MPFNetReturns #MPFIndustry #pensionschemes #assetmanagement #investmentmanagement #mpf #investment #empf

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MPF Ratings today released its July MPF Performance Survey, pointing out that total MPF assets have reached a new record all-time high on the back of MPF’s 5th positive performance month this year. Aided by approximately $6.8bn in performance earnings in July, average MPF account balances are now approximately just under $260,000 at $259,900. The Nasdaq entered correction territory, a warning that MPF members have too much to lose if they get market timing wrong. Find out more here: https://lnkd.in/g5RNs35e #mpfratings #MPFScorecard #MPFHealthCheck #MPFFastMover #MPFRConsistentPerformers #MarketInsights #MPFMarketShare #MPFFundFlows #MPFNetReturns #MPFIndustry #pensionschemes #assetmanagement #investmentmanagement #mpf #investment #empf

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Is Yen Depreciation a Headwind for Small and Mid-Cap Stocks? Takenari Okumura, Manager, SPARX Japan Equity Small and Mid cap Strategy The significant decline of the Japanese yen in 2024 has posed challenges for Japan's small and mid-cap stocks. However, we believe that there are exceptional companies that view changes in the business environment, such as yen depreciation and inflation, not just as challenges but as opportunities for growth. Our latest article delves into how yen depreciation impacts these stocks and explores the shifting landscape and strategic investment opportunities in Japan. Read the full article to understand the current situation and the potential for growth. https://lnkd.in/gt_ugPS6 #SPARX #JapanEquity #InvestmentInsights #InvestJapan

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As per MPF Ratings’ MPF Asset Class Fund Flow Summary,  Q3 2024 saw MPF attract estimated net inflows of $11.51bn, 11.1% lower than MPF’s 5 year quarterly average of $12.95bn and 3.8% lower than its 5 year Q3 average of $11.96bn. Net inflow estimate year-to-date is $37.16bn, 5.8% lower than MPF’s 5 year historical year-to-date average of $39.45bn. Find out more here: https://lnkd.in/gUyW4drA #mpfratings #MPFScorecard #MPFHealthCheck #MPFFastMover #MPFRConsistentPerformers #MarketInsights #MPFMarketShare #MPFFundFlows #MPFNetReturns #MPFIndustry #pensionschemes #assetmanagement #investmentmanagement #mpf #investment #empf

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[Exclusive] Pictet Wealth Management loses China market head. https://lnkd.in/gVmrCaJx Following her departure, Hong Kong branch CEO Alex Ng will lead the China team in Hong Kong, while finding an internal or external replacement. #peoplemoves #pictet #wealthmanagement

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PWMA: Preference for Hong Kong as Wealth Hub Drops: Wealth management clients' preference for Hong Kong as their hub of choice fell in 2024 with political risk cited as the top concern, according to a PWMA report. #PWMA #privatebanking

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✅ Have you valued any of my information or insights this year? If so, please consider showing your support by voting in the Extel Asia Survey 2025. Voting is open now and runs until 6th December. You can find me in the ‘INDIA’ research category 🌏 VOTING INFO 👉 http://grp.hsbc/6048s1FjG HSBC in Extel 👉 http://grp.hsbc/6042s1FjK Revisit some of the key highlights from my year in research by watching the video below 👇 #HSBCResearch #Extel #Asia #Survey #India

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"South East Asian Private Credit - Trends, Opportunities, Future Outlook and Investment Strategies in Distressed Situations and Beyond", by David Chew (Partner, DHC Capital). Check out this new article published on the Singapore Global Restructuring Initiative (SGRI) Blog! #restructuring #insolvency #distressed #privatecredit #finance #investments #Asia https://lnkd.in/dPaCvJgr

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Amid falling interest rates, cash investors looking for potentially more attractive returns may consider the Fullerton Short Term Interest Rate Fund. The Fund is designed to achieve medium-term capital appreciation for investors seeking short-dated, quality bonds. It has a stable 20-years return track record since inception. Learn how to optimise your cash further at: https://lnkd.in/gAsjPvyb #interestrates #fixedincome #quality #stability Mark Yuen Angus Hui Kylie S. Melvin Lee Cynara Tan Stephen Tan Sharon Chua, CAIA Jocelyn Tay Zhi Wei Tan, CFA, CESGA Ernest Yeo Sam Ye Calvin Liew, CFA   Disclaimer: Prepared by Fullerton Fund Management Company Ltd (UEN: 200312672W). The value of the units may fall or rise. Please read the prospectus on fullertonfund.com before investing. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. 

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FSRG's latest update on #assetmanagement in Hong Kong was launched in January, with expert comment on mutual funds, ETFs and private assets. See new blog post for a summary. https://lnkd.in/gE2AivPA

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🌐 Navigating the Investment Landscape: Key Insights from Endowus' Private Wealth Report 2024 🌐 Endowus has released its comprehensive Private Wealth Report 2024, offering invaluable insights into current investment trends, portfolio strategies, and the economic outlook for the upcoming year. This report delves into various asset classes, risk management practices, and how global events are shaping financial strategies. Read the full report for in-depth analysis and expert perspectives: Source: [Endowus Private Wealth Report 2024](https://lnkd.in/eWRPeVV4)

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Edmund Goh, head of fixed income - China at abrdn explains what policies he would like to see to encourage further investments into China's capital markets. Goh was speaking at an event organized by The Asset Events. For more information, please go here: https://lnkd.in/gdEE9BAv #Finance #Investment #China #APAC #Bonds #FixedIncome #TheAssetTalk

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Are you interested in the advantages of investing in Asian bond market? In this episode, we continue the interview with Ian Cheung at China Asset Management (Hong Kong) to discuss how their experienced team can navigate the fast-changing market and captures the opportunities in the fast-growing Asian market. Let’s unlock your investment potential with ChinaAMC(HK)!                             #HASLASIA #Q4MarketOutlook #ChinaAMCHK #ILAS #Investment #FinancialPlanning #GetMoreFromLife #MoreAcademy #AsianBond

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"In this interview with AM Best, Dadong Yan discusses what portfolio finance is and how it offers an attractive opportunity for insurance companies today. Dadong Yan, Head of Barings Portfolio Finance, said portfolio finance is the next extension in the evolution of private investment grade assets. “To source portfolio finance investment opportunities, you need to invest the time to build deep, meaningful relationships with asset managers,” he said. Following are excerpts from an interview." https://lnkd.in/eVdUQ6PV #insurance #investments #alternatives

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