Moneymusesg

11/10/2022

Pictet and bond legends Bill Gross and Jeffrey Gundlach are the latest heavyweights to back fixed income over equities, as higher yields tempt investors back into the asset class.

The yield on 10-year US Treasuries briefly topped 4% at the end of September for the first time since 2008 and after falling back to 3.6% last week, it is now back up at 3.98%.

Pictet and bond gurus Bill Gross and Jeffrey Gundlach have become the latest to turn positive on fixed income but the asset class continues to see hefty outflows, with cash the big recent winner.

25/08/2022

With mounting risks across all three themes, it was not surprising to us that financial markets behaved as they did in the first half of 2022. Both equity and bond markets suffered notable declines, as investors discounted the economic deterioration and the resultant policy response.

Our Franklin Templeton Investment Solutions team suggest growth is slowing to below trend, and the risk of recession is meaningful and rising.

06/08/2022

Leaders are noticed beacuse they demonstrate the possible and embolden their people to achieve what seemed impossible.

Have a great weekend ahead.

12/07/2022

Temasek expects to see continued asset declines this year and possibly into 2023, with the bear market only turning around when the US Federal Reserve indicates it will stop tightening, said Chief Investment Officer Rohit Sipahimalani.

Singapore’s state-owned investor said it will slow its pace of investments and take a cautious stance given the likelihood of a recession in developed markets.

23/06/2022

In its outlook statement, MAS and MTI are expecting the MAS core inflation to pick up further in the coming months.

31/05/2022

Former Bank of England Governor Mervyn King blames central banks for fuelling the cost of living crisis by printing too much money during the pandemic.

King headed Britain's central bank from 2003 to 2013, and oversaw the start of its QE programme in March 2009 during the global financial crisis.

But in more recent years he has criticised the scale of central bank asset purchases, which were funded by newly-created money.

Former Bank of England Governor Mervyn King blames central banks for fuelling the cost of living crisis by printing too much money during the pandemic.King h...

26/05/2022

Worth reading

PM Lee Hsien Loong's interview with Nikkei's Editor-in-Chief Tetsuya Iguchi on 22 May 2022.

25/05/2022

“Using history as a guide, in order for equities to come off their recent lows (and stop declining), this kind of monetary-tightening induced contraction is most likely to end when the Fed itself shifts,” Chang said. “It may be that the market needs to see signs of the inflation deceleration that our US economists expect in the second half of the year in order to see sustained relief.”

The selloff in equities will reach a bottom once the Fed signals the end of tightening-- until recession is apparent

30/03/2022

A little known tip. Singapore is one of most cost effective places in the world to purchase insurance. Use it to your advantage.

More and more wealthy Chinese are worried about keeping their money on the mainland and see Singapore as a safe haven.

01/03/2022

Morningstar summary- "Maintain a long-term investment plan, review portfolio allocations, and if those allocations have shifted from long-term asset class targets, now would be a good time to rebalance."

Growth stocks are now broadly undervalued and the overall market now looks fairly priced.

18/02/2022

Yahoo Finance is the exclusive live stream destination for the fully virtual Daily Journal Annual Meeting in Los Angeles on Wednesday February 16th from 1-3pmET. The meeting features Daily Journal Chairman and Berkshire Hathaway Vice Chairman Charlie Munger and DJCO President and CEO Jerry Salzman.

11/02/2022

Weekend considerations

Choosing to marry and share your life with someone is one of the most important decisions you can make in life. But with divorce rates approaching fifty percent in some parts of the world, it's clear we could use some help picking a partner. In an actionable, eye-opening talk, psychiatrist George Bl...