Research Articles

Bonds at a Crossroads: Fixed Income Opportunities in 2H26

Join us as we unpack the bond market outlook for 2H26, and discuss practical strategies for navigating rates, credit, and volatility.

Volatility in Motion – Equity Premium Income Active ETFs

In a market backdrop characterised by fast rotations, headline-driven risk moves, and valuation sensitivity to rates, the focus often shifts from simply capturing equity upside to making an equity allocation more resilient and productive through different market regimes. Equity Premium Income ETFs seek to do this by combining an equity portfolio with a covered call overlay, generating option premia as an additional potential income source.

Investing in Tomorrow’s Singapore: One Market, Multiple Opportunities

Singapore’s equity market is entering a new phase of transformation, with the Straits Times Index (STI) serving as a key barometer of this evolution, reflecting both established blue-chip resilience and shifting sector dynamics. Supported by policy initiatives, structural reforms, and the rise of future-oriented industries, the market proxy underscores Singapore’s positioning as a stable yet forward-looking investment destination.

Beyond the Sparkle: Gold as a Strategic Anchor

In an environment of global geopolitical uncertainty and volatile markets, investors are increasingly looking to gold as a strategic asset and portfolio diversifier. Beyond the headlines, what is driving demand, why is it considered a valuable portfolio diversifier and how can it help enhance portfolio resilience and long-term returns? More importantly, is it still an opportune time to gain exposure?

FSM ETFestival x Mid-Year Review 2026 - Opening Speech

Did you miss the AI rally? And can it survive an energy shock? Here is what to do next.

The AI rally has further to run — but not everywhere, and not in everything. Beyond AI, the energy shock has created structural opportunities that most investors have yet to fully appreciate. If you have missed out on the rally, there is still time to act. Join us as we share our market outlook and show you where we think the best opportunities are.

Confirmed but contained: Singapore's 12.5% US tariff takes effect, thesis intact

The Section 301 forced-labour tariff flagged in our June note has now been confirmed and took effect today (24 July 2026, SGT 12 pm), lifting Singapore's effective US tariff rate to 12.5%. The constructive investment case for Singapore holds, with the unresolved overcapacity probe remaining the key variable to watch.

The US imposes new tariffs on 60 economies. Here’s what you need to know

After months of calm, tariff risks are back in focus. While the latest US tariffs are unlikely to materially increase the overall tariff burden for now, the risk of further measures remains, reinforcing the need for investors to position portfolios for a prolonged period of policy and macroeconomic uncertainty.

AusNet: Stable Regulated Utility Offering Attractive AUD Bond Yields Between 5.0% to 5.9%

In this article, we highlight an Australian utility that provides high-quality income.

Asian semiconductor stocks are crashing. Here's why we're still buying.

Asian semiconductor stocks just suffered their worst month in years, even as the companies behind them posted some of their strongest results on record. We explain why our conviction in Asian semiconductors hasn't wavered.