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In the diverse tapestry of Asia Pacific's financial landscape, the iEdge APAC Financials Dividend Plus Index stands out as a beacon for investors seeking stability and consistent returns. 📈 Representing 20% of Asia Pacific’s market capitalisation, the financial sector is a significant part of the regional economy, bolstered by the region’s rapidly rising levels of wealth. With lower valuations and higher dividend yields compared to the wider market, the financial sector offers a unique value proposition for investors. The index tracks 30 largest financial institutions in the region that have demonstrated a commitment to shareholder returns, through consistently high and sustainable dividend payout; making it a compelling choice for investors who are looking to diversify their portfolios. 🌏 For more insights, dive into the comments section to find out more about the index and the potential opportunities it holds. #SGXIndices #SGXIndexEdge #Index #Finance #Investment #APAC #Dividends #FinancialSector 

Excited to share the latest market insights in our Market Commentary - May 2024! Dive into the trends shaping Global Equities, China's Economic Strategies, and the dynamics of Fixed Income Markets. This comprehensive update provides valuable perspectives for navigating today's investment landscape. Click the link below to read more! https://lnkd.in/gkhjSN7g #GlobalEquities #ChinaEconomy #FixedIncome #InvestmentStrategy

🚨 𝗩𝗮𝗻𝘁𝗮𝗴𝗲 𝗪𝗲𝗮𝗹𝘁𝗵 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 - 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟮𝟬𝟮𝟰 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗨𝗽𝗱𝗮𝘁𝗲 🚨 As part of our commitment to keeping clients informed, here is a summary of our latest quarterly update: • The 𝗔𝘂𝘀𝘁𝗿𝗮𝗹𝗶𝗮𝗻 𝗲𝗾𝘂𝗶𝘁𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 delivered its strongest quarter since 2013, closing at a new record high, driven by gains in the banking sector and a late-quarter rally in resource stocks. • 𝗚𝗹𝗼𝗯𝗮𝗹 𝗲𝗾𝘂𝗶𝘁𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀 showed resilience, bolstered by easing monetary policy in the U.S. and Europe, while investor sentiment improved following China’s stimulus measures. • Our 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 & 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 delivered a strong quarterly return, significantly outperforming the broader global equities benchmark. • In our 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼, our managers remain defensively positioned amid global economic uncertainty. Included in our Quarterly Update is our recently published Vantage Investment Philosophy paper titled ’𝗣𝗮𝗿𝘁 𝟮: 𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗟𝗶𝘀𝘁𝗲𝗱 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗮𝗻𝗱 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲’. If you'd like to read the paper, click here ➡️ https://lnkd.in/e7fdNrSr #InvestmentStrategy #PortfolioManagement #MarketUpdate #FinancialAdvice #PerthFinancialAdvisor #Vantage

The expected rate cuts in the US will continue to benefit Hong Kong equities, as a large part of the territory’s sectors are interest-rate sensitive, including property, REITs, telecom, and utilities. However, investor sentiment toward Chinese equities remains lukewarm, given the country’s weak economic outlook. Southeast Asia will also benefit from the Fed rate cuts, and the region’s good earnings momentum has supported its equity performance. However, the rally’s momentum is diminishing amid the increasing volatility in the US market and its softer economic data. Meanwhile, investors have dialed back on their optimistic outlook on AI themes. We expect markets to continue to adjust their expectations in this space. Access our latest multi-asset views here: https://bit.ly/4e5c5xG Follow us on LinkedIn and get the latest news and investment insights. ----------------------------------------------------------------------- 💡 Know more about Value Partners: bit.ly/3AIa8FX 🔎 Facebook: bit.ly/3mjfFLB  🔎 YouTube: bit.ly/valuepartners4236 🔎 Subscribe to our e-newsletter: bit.ly/3AGDDI6 #valuepartners #mutualfunds #investments #assetmanagement #wealthmanagement - Investment involves risk. The above information is for reference only. It does not constitute an offer or an invitation to subscribe any securities, or a recommendation in relation to any securities.

A dip in US growth will have an impact on Asia’s own rates of expansion, but the slowdown will also provide room for the region’s policymakers to cut interest rates. Investors can embrace this change with a defensive posture and position for growth. Lei ZHU, CFA, Fidelity’s Head of Asian Fixed Income, highlights the three things she believes investors should look out for in the quarter ahead. Read our Q4 2024 Asia investment outlook here: https://ow.ly/LAvu50TIuoU #FidelityME

Chinese equities performed strongly, thanks to the unexpected, consecutive, and massive support measures announced by policymakers. However, volatility has increased with the heated rally, and investors will closely watch the implementation of these support measures and their impact. Meanwhile, sentiment towards the tech-heavy markets of Taiwan and Korea remains muted as investors re-assess their expectations for AI-related investments. These markets will likely remain range-bounded as investors await Q3 results and guidance. Access our latest multi-asset views here: https://bit.ly/4fdiHKv Follow us on LinkedIn and get the latest news and investment insights. -------------------------------------------------------------------------------- 💡 Know more about Value Partners: bit.ly/3AIa8FX 🔎 Facebook: bit.ly/3mjfFLB   🔎 YouTube: bit.ly/valuepartners4236 🔎 Subscribe to our e-newsletter: bit.ly/3AGDDI6 #valuepartners #mutualfunds #investments #assetmanagement #wealthmanagement  - Investment involves risk. The above information is for reference only. It does not constitute an offer or an invitation to subscribe any securities, or a recommendation in relation to any securities.

According to Schroders’ Global Investor Insights Survey, investors in the Asia-Pacific region are increasingly focusing on global equities and private equity. This trend is driven by major themes such as deglobalisation, disruption, and decarbonisation. The survey found that 61% of APAC investors are confident in achieving their return expectations over the next 1-2 years, similar to their global peers. Additionally, 51% of APAC investors plan to increase their allocation to global equities, and 53% intend to boost their investments in private equity within the next 12 months. The main concerns for these investors include high interest rates, central bank policies, and potential economic downturns https://lnkd.in/guQRTQMU

Global equity valuations are stretched, characterized by the U.S., Europe and Japan all sitting at or near record highs. However, amidst the elevated valuations, pockets of opportunity are emerging, especially within U.S. small-caps, buoyed by favorable economic conditions, and in Latin America, where compelling valuations align with solid fundamentals. Visit our website to help you discover more financial opportunities: https://bit.ly/49ALYM7 #PrincipalHK #Stabilityineverystep Investment involves risks. This material is for reference only. This material does not constitute an offer or solicitation or invitation or advice or recommendation to enter into any transactions. There is no assurance on investment returns.  This material has not been reviewed by the Securities and Futures Commission.

How are institutional investors responding to the Private Markets headwinds? In this AIMA - The Alternative Investment Management Association Journal article, Eric Chng, head of alternatives solutions APAC and Middle East for State Street, outlines results from our recent Private Markets study which found investors across Asia Pacific are positioning for continued challenges in the macroeconomic environment and are looking to identify portfolio risks and operational solutions to help harness data for better decision making and capital deployment. http://ms.spr.ly/6040cvM6j