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Wall Street traders go all-in on Great Monetary Pivot of 2024
Virtually no corner of financial markets was left out of a cross-asset advance
December 14, 2023
Tong's Portfolio
Bonds, not stocks, provide near-term investment opportunities with positive real yields and little risks
In fact, the bond market has already been seeing increasing fund inflows in recent weeks.
November 24, 2023
Tong's Portfolio
Higher-for-longer interest rates will trigger credit risks ... and recession
Over the coming months, bonds will regain attractiveness.
November 17, 2023
Tong's Portfolio
Punch bowl taken away, the party is ending
For the longest time, investors remained convinced that the US Federal Reserve would cut interest rates sooner rather than later.
October 12, 2023
Tong's Portfolio
Global recession, or worse, increasingly likely
No reason for Fed to reverse higher-interest-rates-for-longer policy.
March 16, 2023
Tong's Portfolio
Strong US economy confounds stocks-bonds investors
Should one buy stocks or bonds now?
February 16, 2023
Tong's Portfolio
Our 2023 focus is on risk-adjusted returns
For the better part of the last decade, stocks have risen against the backdrop of falling interest rates.
January 05, 2023
Financially Savvy
Will the 60/40 portfolio stage a comeback in 2023?
Some veteran investors say the classic approach to investing still makes long-term sense.
December 22, 2022
Tong's Portfolio
Favour bonds on expectations for recession in 2023
The truth is, no one can consistently and accurately predict the future.
December 15, 2022
Global Markets
Taking position before the unfolding parallel universe converges
The global recession may be shallower than feared as financial conditions stabilise
December 08, 2022