Monthly Market Research
View the latest research and analyses on current market movements
May 2025 Research Report
Build exposure in quality investments to reap longer-term returns.
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April 2025 Research Report
Prioritising a fundamentals-driven approach with diversification remains key to achieving optimal long-term portfolio returns.
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March 2025 Research Report
Stay invested in a diversified portfolio amidst Trump's policy uncertainty.
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February 2025 Research Report
Prioritising a fundamentals-driven approach with diversification remains key to achieving optimal long-term portfolio returns.
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January 2025 Research Report
The combination of resilient growth and accommodative monetary policy should support markets going into 2025.
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December 2024 Research Report
Robust growth momentum should lend support to markets despite lingering rates and geopolitical uncertainties.
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November 2024 Research Report
The macro outlook remains constructive for both equities and bonds.
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October 2024 Research Report
Continue to advocate a balanced portfolio allocation with a focus on diversification and margin of safety.
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September 2024 Research Report
Maintain a strong focus on diversification and margin of safety.
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August 2024 Research Report
Seek quality investments in both equities and bonds amidst heightened macro and election uncertainties.
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July 2024 Research Report
Stay invested in a well-diversified portfolio to achieve an optimal investment outcome.
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June 2024 Research Report
While inflation and geopolitical uncertainties may persist, a multi-asset approach should help diversify risk and achieve steady returns over time.
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May 2024 Research Report
Stay invested in quality assets within a well-diversified portfolio amidst near-term market volatility.
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April 2024 Research Report
While we have a preference for Equities and Bonds over Cash, investors should diversify their portfolios across geographies and asset classes to manage the tail risks.
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March 2024 Research Report
While the robust macro and earnings growth momentum remains supportive of risk assets, investors should remain diversified and focus on margin of safety.
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February 2024 Research Report
The benign macro landscape remains supportive of markets but is not without risks. Adopt an up-in-quality stance in equities while secure income with quality bonds.
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