CLSA has a pretty comprehensive report on the outlook for Singapore property developers in 2026. Since MAS is trying to ...

Since my last article has something to do with fixed income and high yield bonds was a feature, I decide to take a quick glance how high yield have been doing. FSMOne, under iFast has the widest range ...

Carl Kaufman came on Excess Return podcast to talk about fixed income. Carl is the co-CEO, CIO of a fixed income fund of ...

I wrote the part 1 of my notes about my long term care planning in March this year (2025). You can read it here. Can I Self-Insure My Future Long-Term Care Needs with My Current Financial Assets? – ...

My friends in the investment community will say to build your wealth you need to concentrate your money in a few positions.

At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on the NYSE, is undervalued: Like many listed Chinese companies, their stock ...

I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between a ...

I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of what I think about it. But in a way, I been getting weird vibes ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What is ...

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf’s assertion that the market is in a more “normalized environment ...

I just want to take this opportunity to digest, reflect and take down some notes. I came from the Buffett school that if you know what you are investing in, you should concentrate. There is safety in ...

One of my friend shared with me this LionGlobal Fund seminar. When I saw that it was on a LionGlobal Short Duration Bond fund, I dismissed it and wonder why are they doing a road show on an old fund.