Singapore equities have delivered exceptional returns in recent years, even outperforming a globally diversified portfolio over certain periods. Is this time to rethink your portfolio to focus more on Singapore stock?
In this podcast episode, Glenn, our Senior Portfolio Manager, joins Joyce, our Client Adviser, to explore why recent market winners do not necessarily stay ahead, why a strong economy does not always translate into the best investment opportunity, and why many Singaporeans may already be more exposed to Singapore than they realise through their jobs, CPF and property.
Rather than chasing what has worked recently, Glenn shares a timeless investing principle that has helped investors stay disciplined and navigate changing market cycles with greater confidence.
If this conversation has prompted you to reflect on your own investment approach, our complimentary investment eBook is a great next step. Drawing on more than two decades of managing our clients’ portfolios, it shares the investment philosophy that guides our decisions and offers a practical framework for navigating market volatility. Grounded in long-term evidence rather than short-term market movements, it is designed to give investors the highest probability of achieving successful long-term investment outcomes: https://providend.com/publications/#investment
To understand the conversation better, you can begin with reading the article that inspired this episode here: Why Recent Market Outperformance Does Not Replace the Need for Global Diversification
Music courtesy of ItsWatR.
The host of this episode, Joyce Chng, is a Client Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia.
For more related resources, check out:
1. Active Investing That Adds Value to the Client
2. Long Term Risk Premiums and Expected Returns: Evidence From US and China
3. Here’s Why We Charge a Higher Fee Than Robos
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