Weekly Insights

FEATURED

Weekly Insights is a weekly column on topics relevant to the investment community in the Singapore Business Times with articles contributed by members, Institute staff, specialists in the investment field and the CFA Singapore Advocacy team.

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2018
2019
2020
2021
2022
2023

December 28, 2022

Bonds and fixed income: Where’s the hedge? – by Derek Horstmeyer, Jason Huddler and Jianyu Ren

December 24, 2022

War and ethics: What are the investment community’s responsibilities? – by Oleksandr Biriuk and Olga Teteruk

December 14, 2022

Crypto is the cure for, not the case of, financial shocks – by Rob Price

December 10, 2022

Will they or won’t they? The risk of betting on the Fed – by Muadh Alhusaini

November 16, 2022

Book review: Essential reading for investors in an ESG-driven, post-Covid world – by Mark Bhasin

November 12, 2022

Strong or Volcker? The Fed and global financial stability – by Mark J Higgins and Raphael Palone

November 2, 2022

Referrals to family and friends: Issues that could turn sour – by CFA Society Singapore Advocacy Team

October 29, 2022

Book review: The case for long-term value investing – by Janet J. Mangano

October 19, 2022

Witch of October is here: Short-term pain leads to long-term gain – by Mark J. Higgins

October 15, 2022

How to talk to clients about inflation – by Galit Ben-Joseph

October 5, 2022

Book review: Just about all you need to know about convertible securities – by Martin Fridson, CFA

October 3, 2022

Catalysing change across an issuer’s operations – by Ezien Hoo, CFA, Wong Hong Wei, CFA, Andrew Wong and Alvin Song

September 21, 2022

Digital gold or fool’s gold: Crypto as a hedge for equity risk – by Derek Horstmeyer, Junchen Xia & Macie J Kowalski

September 17, 2022

Natural capital approach to sustainable investing – by Tahmeen Ahmad

September 14, 2022

Book review: Insights into the future of money – by Ronald L Moy

September 3, 2022

Financial advisers can add value during turbulent times – by Dexter Tiah, CFA

August 24, 2022

Ethics issue: Failure to maintain knowledge of the law – by CFA Society Singapore Advocacy Team

August 20, 2022

Bridging the fundamental-quant divide – by Clare Flynn Levy

August 10, 2022

Not all net-asset-value valuations are created equal – by Massimiliano Saccone

August 6, 2022

Navigating systemic risks in the global economy: Ukraine, climate and crypto – by Julie Hammond

July 23, 2022

Book Review: Your Essential Guide to Sustainable Investing – by Ian Robertson

July 13, 2022

Manipulating the market via multiple accounts – by CFA Society Singapore Advocacy Team

July 9, 2022

The financial adviser value proposition: The five components – by Galit Ben-Joseph, CFP

June 29, 2022

Scenario planning for a net-zero future – by Florian Forste, CFA and Olivia Fatkin-Kane

June 15, 2022

How technology enhances investors’ trust – by Ryan Munson

June 11, 2022

A paradigm shift in investing – are you ready? – by Heidi Ridley, CFA, and Kathryn McDonald

June 1, 2022

Higher interest rates: some hedge fund strategies may benefit – by Donald A. Steinbrugge

May 28, 2022

Does crypto deserve a place in your investment portfolio? – by Dexter Tiah, CFA

May 18, 2022

Closing the gap: Gender lens investing and the future of finance – by Sameer S Somal AND Ian Robertson

May 14, 2022

How Novelty and Narratives Drive the Stock Market – by Mark S Rzepczynski

May 4, 2022

Profiles of finance superstars and exploring the “perfect portfolio” – by Warren Miller

April 30, 2022

Of clouds and clocks: Predictable uncertainty in private markets – by Sebastien Canderle

April 20, 2022

What to expect from due diligence on and by an investment adviser – by CFA Society Singapore Advocacy Team

April 19, 2022

Is blockchain just a transition technology By Joachim Klement, CFA

April 6, 2022

Crypto Mania, Financial Contagion, and the “Goldilocks Zone” By Tobias Sebastian Lim

April 2, 2022

Index fund industry: Behind one of the greatest financial revolutions of the last 50 years – by Ronald L. Moy

March 23, 2022

Russia-Ukraine war: Taking heed of geopolitical risks and potential hotspots – By Joachim Klement, CFA

March 16, 2022

Better than Alpha: An optimal way to think about alpha – By Mark K Bhasin, CFA

March 14, 2022

Investing’ First Principles: The Discounted Cash Flow Model – By Brian Michael Nelson, CFA

March 2, 2022

Tactical Asset Allocation: The Flexibility Advantage – By Sebastian Petric, CFA

February 28, 2022

Addressing the Diversity Gap – By Sarah Maynard

February 16, 2022

The elephant in the room: the ESG contradiction – By Andrea Webster, Paul Smith, CFA, and Kübra Koldemir

February 12, 2022

Spotlight on SPACs: More risk than opportunity – By Sameer S Somal and Louis Lehot

February 3, 2022

Performance Reporting: Setting High Standards – By The CFA Society Singapore Advocacy Team

January 19, 2022

Women and Investing: 6 Questions Answered – By Barbara Stewart, CFA, and Duncan Stewart, CFA

January 5, 2022

Put Your Money Where Your Mouth Is: Vegetarian and Vegan Investing – By Paul Smith, Kübra Koldemir and Andrea Webster

January 1, 2022

Creativity is the X-factor that sets you apart as an investor – By Joachim Klement

December 18, 2021

Japanese companies are waking up to activist investors – By Piotr Zembrowski, CFA

December 8, 2021

ESG disclosure: How external assurance can help build trust – By Usman Hayat and Kubra Koldemir

December 4, 2021

A journey through the history of futures and derivative markets regulation – By Mark S. Rzepczynski

November 17, 2021

“Alpha-inflation”: A private market syndrome – By Massimillano Saccone, CFA

November 3, 2021

Issues around performance attribution – By CFA Society Singapore Advocacy Team

October 13, 2021

Who should investors ultimately trust to protect their interests?

October 6, 2021

Soliciting Former Clients: Do’s and Don’ts – By CFA Society Singapore Advocacy Team

September 29, 2021

Book Review: 21st Century Investing – By Matt Lyons, CFA

September 22, 2021

Four considerations for strong investment policy statements – By Michelle Brandenburg, Chris McGoldrick, Sarah Morgan Gordon and Christopher M Dall

September 15, 2021

Putting monetary values on beaches and coral reefs – By Ingrid van Wees

September 8, 2021

ESG asset managers need to ask the ‘why’ – By Fabrizio Palmucci and Kübra Koldemir

September 1, 2021

Are they truly clueless about investing? – By Chan Fook Leong and Vince Koh

August 25, 2021

Jumping on the Gravy Train? -By CFA Society Singapore Advocacy Team

August 18, 2021

How to ensure corporate governance and responsible investment in private equity go hand-in-hand – By Janet J Mangano

August 11, 2021

Beyond the labelled bond market – redirecting capital flows towards climate-aligned activities – By Cedric Rimaud, Clifford Lee, Yulanda Chung

August 4, 2021

Expanding the green conversation – By Andrew Wong, Ezien Hoo, Wong Hong Wei and Wu Yao-Hua

July 28, 2021

Strategic asset allocation, or: How I learnt to stop worrying and love the dispersion – By Rens Götz

July 21, 2021

A year after Covid-19, capital markets are in uncharted waters – By Olivier Fines

July 17, 2021

Why even seasoned investors can get burnt – By Dan Conner

July 14, 2021

Next frontier of sustainable investing: Measuring impact – By Matt Orsagh

July 7, 2021

All you need to know about the Fed and how to profit from anticipating its policy actions – By Shravan Kumar Sreenivasula

June 30, 2021

When investors are plentiful and allocations fall short – By CFA Society Singapore Advocacy Team

June 23, 2021

The best time to invest was when you drew your first pay cheque. The next best is now – By Samuel Low & Chan Fook Leong

June 19, 2021

The thorny issue of managing ESG data – By Kok Kah Fai

June 16, 2021

Sustainable finance critical for sustainable development goals in Asean – By Cedric Rimaud & Erin Sweeney

June 9, 2021

Investor beware when it comes to SPACs – By Dexter Tiah

June 3, 2021

The short, the index, and the private markets – By Massimillano Saccone

May 28, 2021

Retirement adequacy amid the pandemic – By Chan Fook Leong

May 19, 2021

What most active versus passive debates miss – By Hansi Mehrotra

May 12, 2021

Turning investment theory into a successful value-oriented equity strategy – By Robert N Farago

May 8, 2021

Why analytical tools fail in assessing PE performance against other asset classes?- By Sebastian Canderle

May 5, 2021

What are your rights as an investor? – By Chan Choong Tho & Chan Fook Leong

May 1, 2021

Is private equity more resilient than other asset classes?- By Sebastian Canderle

April 28, 2021

Taking the risk out of blue investments – By Ingrid van Wees

April 24, 2021

Are private equity fund managers up to the job when it comes to predictable, persistant performance?- By Sebastian Canderle

April 21, 2021

A call to action: Aligning gender lens investing and ESG – By Marypat Smucker

April 17, 2021

In private equity, performance reporting lies in the twilight zone- By Sebastian Canderle

April 14, 2021

Natural capital: the coming market disruption you haven’t heard about- By Matt Orsagh

April 7, 2021

GameStop fiasco brings market’s trust deficit into full relief – By Rebecca Fender

March 31, 2021

Market manipulation using pump-and-dump strategy – By CFA Society Singapore Advocacy Team

March 24, 2021

How the illusion of safety, complexity, opacity and leverage crashes markets

March 17, 2021

Navigating a rising tide of blue ocean business – By Ingrid Van Wees & Melissa Walsh

March 10, 2021

The Covid crucible : A play in three acts – By Paul McCaffrey

March 6, 2021

The Covid catapult is upending the status quo for women – By Barbara Stewart

March 3, 2021

How to navigate changes in valuation and fee calculation methods – By CFA Society Singapore Advocacy Team

February 24, 2021

When to use Big Data and when not to-it should be guided by thoughtful human expertise – By Sameer S. Somal, and Pablo A. Ruz Salmones

February 17, 2021

Pre-retirees can mitigate reduced retirement benefits Covid-19 – By Chan Choong Tho and Chan Fook Leong

February 10, 2021

Maintaining professional independence in the Reits sector – By CFA Society Singapore Advocacy Team

February 3, 2021

SGD bond market rises to challenges in 2021 – By Andrew Wong, Ezien Hoo, Wong Hong Wei and Seow Zhi Qi

January 20, 2021

Sustainable (or ESG) investing: Are we on the same page? – By Daniel Soon

January 13, 2021

Asia-Pacific can lead in race to save the ocean economy – By John Tanzer and Ingrid van Wees

January 6, 2021

The ESG performance paradox – By Jordan N. Boslego

December 30, 2020

Breach of confidentiality – By CFA Society Singapore Advocacy Team

December 23, 2020

Covid-19: More bad news for retirement adequacy – By Chan Choong Tho and Chan Fook Leong

December 16, 2020

Measure and mitigate climate risk in portfolios – By Dexter Tiah

December 9, 2020

Covid-19 slams retirement adequacy, especially in hard-hit sectors – By Chan Choong Tho & Chan Fook Leong

December 2, 2020

Track record matters, so does performance presentations – By CFA Society Singapore Advocacy Team

November 25, 2020

Will digital banking licences increase credit access here? – By Daryl Liew

November 18, 2020

Non-Traditional Reits – More than meets the eye – By Seow Zhi Qi & Ezien Hoo

November 11, 2020

Catching the wave of blue finance – By Ingrid van Wees

November 4, 2020

Seeking additional compensation? Be transparent about it.

October 28, 2020

Reading financial news: Top 10 avoidable distractions – By Binod Shankar

October 14, 2020

Virus fallout: Survey points to large scale bankruptcies and growth of asset mispricing risks – By Mary Leung

October 10, 2020

Corporate Bonds: Getting creative for cash – By Andrew Wong & Wong Hong Wei

October 3, 2020

Investing in a greener world – By Shailendra Mishra & Cedric Rimaud

September 26, 2020

Are you getting the best deal from your investment manager? – By CFA Society Singapore Advocacy Team

September 19, 2020

Why consultation papers matter – By Chan Fook Leong

September 12, 2020

Why the low rate environment should be of interest to investors – By Ezien Hoo

September 5, 2020

Appropriate records can help you out of a sticky situation – By CFA Society Singapore Advocacy Team

August 29, 2020

Are investment managers ready for Artificial Intelligence? – By Mark Chua

August 23, 2020

How to integrate ESG factors into equity analysis – By Dexter Tiah

August 15, 2020

Gender lens equity funds: The first major test – By Marypat Smucker

August 8, 2020

Create an anti-fragile portfolio – By Nicholas Rabener

August 1, 2020

Beware unlicensed advisers who take a ‘cut’ from friends – By CFA Society Singapore Advocacy Team

July 25, 2020

How privatisation affects bond holders – By Wong Hong Wei

July 18, 2020

Preparing for a dramatically different future – By Lutfey Siddiqi

July 11, 2020

In financial services, we don’t trust – By Kurt Schacht

July 4, 2020

Career resilience in uncertain times – By Robert Stammers

June 27, 2020

To disclose or not to disclose: Transparency in a crisis – By CFA Society Singapore Advocacy Team

June 20, 2020

Safeguarding Investor Outcomes – By Mary Leung

June 13, 2020

On valuations: it’s back to basics amid Covid-19 – By Julie Hammond

June 6, 2020

The Demise of the Business-to-Consumer model – By Alan Lok, Chan Fook Leong and Fred Wong

May 30, 2020

Conducting Due Diligence Amid Covid19 Restrictions – By CFA Society Singapore Advocacy Team

May 23, 2020

Anatomy of a Bona Fide ESG Fund – By Dexter Tiah

May 16, 2020

Nine Policy Taboos Overturned by Covid19 – By Lutfey Siddiqi

May 9, 2020

Singapore Reits: Faltering but not falling – By Seow Zhi Qi and Ezien Hoo

May 2, 2020

Rebuilding Trust in Financial Services Industry – By Sara Cheng

April 25, 2020

Does a Paid Research Service Constitute Unfair Dealing? – By CFA Singapore Advocacy Team

April 18, 2020

SGD Perpetuals: Are There Bonds Or Equity? – By Wong Hong Wei

April 11, 2020

Aligning Investments In Reit Fee Structures – By Chong Li Min and Chan Fook Leong

April 4, 2020

This Time is Really Different, So Stay Prudent – By Laurence B Siegel

March 28, 2020

Assessing The Suitability Of Complex Financial Instruments – By CFA Singapore Advocacy Team

March 21, 2020

Trust Is Integral To Keep Wheels Of Financial Markets Turning – By CFA Singapore Advocacy Team

March 14, 2020

Virus, Oil, and a Slowing Growing Economy: Time to Buy or Take Cover? – By Pranay Gupta

March 7, 2020

What The 4th Industrial Revolution Means For Fund Managers – By Alan Lok, Chan Fook Leong, and Fred Wong

January 25, 2020

SGD bond market 2C Look before leaping in 2020

January 18, 2020

Growing Evolution Of Green Finance In Singapore

January 4, 2020

Applying ESG Integration To Mitigrate Risks, Enhance Returns

January 1, 2020

What Is An Asset Class, Really

December 28, 2019

Five ideas to up creativity in firms – By Jason Voss & Jim Ware

December 14, 2019

Women and wealth, three findings and their risks – Barbara Stewart

December 12, 2019

Misrepresenting financial products – By CFA Singapore Advocacy Team

December 12, 2019

Cyber risk governance in financial services – By Lutffey Siddiqi

December 10, 2019

Looking beyond dividend yield when investing In REITs – By Chong Li Min

November 30, 2019

WeWin, a failure of dual class shares in private markets – By Eugene Hsiao

November 23, 2019

ESG analysis, is judgment more important than data – Matt Orsagh

November 16, 2019

Goal-based investing, should it be the norm – By Giuseppe Ballocchi

November 9, 2019

ESG integration, 4 areas of misunderstanding – By Matt Orsagh

November 2, 2019

The need to disclose conflicts of interest – By CFA Singapore Advocacy Team

October 26, 2019

What can AI and big data do for investing – By Larry Cao

October 19, 2019

Getting the most out of an increasingly cashless world – By Alan Lok, Eunice Chu and Guruprasad Jambunathan

October 5, 2019

Shareholder value vs shareholder welfare – By Julie Hammond

September 28, 2019

Independence and objectivity – By Frank Li & Chan Fook Leong

September 21, 2019

Investing in the mobile gaming sector – By Alan Lok, Eunice Chu, Guruprasad Jambunathan and Chan Fook Leong

September 9, 2019

Big signals for greener financial markets – By Cedric Rimaund & Paul Lukaszewski

December 29, 2018

Watch out for geopolitical risks and slowing global growth in 2019 – By Praveen Jagwani

December 22, 2018

Because you’re worth it, understanding luxury retail- By Alan Lok, Eunice Chu and Guruprasad Jambunathan

December 15, 2018

Millennials realise they don’t know much about investing – By Paul McCaffrey

December 8, 2018

Ethics in focus: Trading in unit trusts – By CFA Singapore Advocacy Team

December 1, 2018

Set sail on an investment journey in marine sector – By Alan Lok, CFA, Eunice Chu and Guruprasad Jambunathan

November 24, 2018

Finding your way through market volatilities – By CFA Singapore Advocacy Team

November 17, 2018

Ethical concerns in dealing with elderly investors – By CFA Singapore Advocacy Team

November 10, 2018

Banking at critical juncture with dawn of fintech – By Pranay Gupta

November 3, 2018

Best in class: Fundamentals of education-sector investing – By Alan Lok, Eunice Chu & Guruprasad Jambunathan

October 27, 2018

Is blockchain the new Internet for finance? – By Pranay Gupta

October 20, 2018

The US Economy – 8 more years of Expansion- By Mark Armbruster

October 13, 2018

Oh no! Accidental Facebook post- By CFA Singapore Advocacy Team

October 6, 2018

Undercover analysis: assessing insurance companies- By Alan Lok, Eunice Chu & Guruprasad Jambunathan

September 29, 2018

Fintech is growing, and continues to evolve – By Pranay Gupta

September 22, 2018

Sustainability reporting & investors: what to look out for – By David Smith

September 15, 2018

Tricky Months Ahead As Us Diverges From World Markets – By Praveen Jagwani

September 8, 2018

Spinning The Wheel Of Fortune – By Alan Lok, Eunice Chu & Guruprasad Jambunathan

September 1, 2018

Fintech And The Disruption Of Financial Services – By Pranay Gupta

August 25, 2018

Growth VS Value, Waiting For Godot – By Gautam Dhingra

August 18, 2018

1MDB Lessoons – Can Long-Time Customers be Trusted – By CFA Singapore Advocacy Team

August 11, 2018

A Supply Chain Of Tools – Making The Right Investment Moves With Logistics Servuce Providers – By Alan Lok, Eunice Chu & Guruprasad Jambunathan

August 4, 2018

AI Is Here But The Future Is Human – By Sviatoslav Rosov

July 28, 2018

Stock Exchanges Need To Find Mojo – By Mary Leung

July 21, 2018

Is your investment adviser guilty of mis-selling? – By CFA Singapore Advocacy Team

July 14, 2018

Investing in an airline company? Here’s what to look out for – By Alan Lok, Eunice Chu & Guruprasad Jambunathan

July 7, 2018

Four Principles For Better Decision-Making – By Paul McCaffrey

June 30, 2018

Key risks to consider when investing in corporate perpetuals – By CFA Society Singapore Advocacy Team

June 16, 2018

Investor’s guide to palm oil trading, financing – By Alan Lok, Eunice Chu and Guruprasad Jambunathan

June 9, 2018

Some golden rules of investing- By Praveen Jagwani

June 2, 2018

Purpose, professionalism and the rise of trust – By Paul Smith

May 26, 2018

Is your advisor doing enough to protect your confidentiality? – By CFA Society Singapore Advocacy Team

April 21, 2018

Banking on fundamentals – By Alan Lok, Eunice Chu, and Guruprasad Jambunathan

April 14, 2018

Is the global equity juggernaut losing steam – By Pranay Gupta

April 7, 2018

Reap gains from dialogue and engagement for long-haul investing – By David Smith

March 31, 2018

The Evolving Business Of Asset Management – By Pranay Gupta

March 24, 2018

ETFS: Fail-safe investment vehicle or weapon of mass destruction – By Sloane Ortel, Paul Kovarsky, Antonella Puca

March 17, 2018

Investors need ‘science’ skills to enable the artist in them to shine – By Pranay Gupta

March 10, 2018

Telcos: Economic, operational & regulatory factors – By Alan Lok, Eunice Chu & Guruprasad Jambunathan

March 3, 2018

The Multi-Asset Manager Meets the Monkey – By Pranay Gupta

February 24, 2018

What’s Next In The Aftermath Of A Bribery Scandal – By Tony Tan

February 3, 2018

Understanding the different types of Reits- By Alan Lok, Eunice Chu & Guruprasad Jambunathan

January 27, 2018

Understanding the Reit business model- By Alan Lok, Eunice Chu & Guruprasad Jambunathan

January 20, 2018

Hang On To Your Older Tranche of Singapore Savings Bonds – By CFA Society Singapore Advocacy Team

January 13, 2018