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interest rates
Funds
Multi-asset allocation views: Embedding diversification in portfolios
Market pricing now implies a high degree of confidence that recession-like conditions will result across most major economies, but uncertainty remains over their depth and duration.
April 09, 2020
Zest
Singapore retail investors use cheap cash to load up on stocks
“As Asians, our parents always tell us ‘Don’t borrow money, repay your mortgage as soon as possible’,” said Heng, whose initial $170,000 share portfolio now totals about $135,000. “But money is so cheap.”
April 05, 2020
Covid-19
Market meltdown to persist even as US Fed slashes interest rate to all-time low
As recession risks rise, the Singapore economy is looking at a 0.9% y-o-y contraction for the first quarter as the pandemic continues to spread.
March 16, 2020
Zest
Seeking shelter in banks
This past week, investors around the world have been compelled to swallow and digest fast-unfolding news by the day, if not the hour. The widening Covid-19 outbreak and the shocking breakdown of ties between Saudi Arabia and Russ
March 13, 2020
Global review
The perpetual profit machine
For a decade, the global economy has grown fast enough to avoid recession, but not fast enough to overheat. The boom/bust cycle has been conquered.
March 06, 2020
Global Economy
The new normal should be cashless
In the event of a cyclical downturn, says Riksbank Governor Stefan Ingves, stimulus will need to come from government spending and asset purchases by the central bank, given the limited effectiveness of negative interest rates.
February 28, 2020
Global Economy
Restoring central banks' credibility
(Dec 13): Recent jumps in equity prices and bond yields suggest that recession fears are receding. But the global economic expansion cannot last forever, and when the next recession comes, central banks may not be adequately prepared to respond. Enhancing
December 13, 2019
Global Economy
Is economic winter coming?
(Nov 18): What could trigger a recession in the US? In the past, a tightening labour market after a period of expansion served as an early warning sign. Workers would become more difficult to find, wages would start climbing, corporate profit margins woul
November 15, 2019
Geopolitics
Is politics getting to the Fed?
SINGAPORE (July 29): From the early 1980s until the start of the financial crisis in September 2008, the US Federal Reserve seemed to have a coherent process for adjusting its main short-term interest rate — the federal funds rate. Its policy had three
July 30, 2019
Geopolitics
Is politics getting to the Fed?
SINGAPORE (July 29): From the early 1980s until the start of the financial crisis in September 2008, the US Federal Reserve seemed to have a coherent process for adjusting its main short-term interest rate — the federal funds rate. Its policy had three
July 26, 2019