The third quarter of 2023 has been a challenging three months, as the MSCI All Country World IMI Index and the Bloomberg Global-Aggregate, our references for equities and bonds respectively, both fell this quarter.
In this week’s Money Wisdom episode, Choon Siong, our Research Analyst, shares the key catalyst of market movements and discusses the outperformance of value stocks over growth stocks.
You can also read our complete market review of September here.
Meanwhile, stay tuned for our next episode where Zhi Han, our Client Adviser, shares his views on lump sum investing versus dollar cost averaging.
View the full list of podcast episodes published here.
Music courtesy of ItsWatR.
The host of this episode, Isaac Ong, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. Learn more about Isaac here.
For more related resources, check out:
1. Investing In Stocks? There Is Nothing New Under The Sun
2. Value Outperforms in Q3: Market Review September 2023
3. How Should Property Fit Into Your Overall Investment Portfolio?
*Providend is very excited to share that we are now ready to extend our service offerings to the younger accumulators who are looking for holistic, independent, conflict-free wealth advice!
For this group of younger accumulators, we know that it is not easy to make retirement planning a priority when other financial goals – buying a first home, for example, or saving for a child’s education – appear more pressing. Learn how we can help here.
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.