Is Gold Really an Inflation Hedge? What Investors Need to Know
Gold is often marketed as inflation protection, but the relationship is far messier than it looks. Here’s what the data actually shows and how to position your portfolio.
Investing
Is the ‘Golden Era’ of Stock Returns Really Over? The Data Says Not Yet
A decade after McKinsey warned of a coming collapse in investment returns, US stocks have compounded at 15% a year with real returns of 11.7%, far outpacing the firm’s original forecasts.
Why Gavekal’s Louis-Vincent Gave Says China Bonds Beat U.S. Treasuries in a Crisis
Chinese 10-year yields sit below 1.7% versus 4.8% on U.S. Treasuries, as Gavekal’s Louis-Vincent Gave argues China offers a safe haven when the system takes a hit.
DSP CIO Tawakley Sees 3-Year Earnings Upside for Nifty 50 Despite Flat Run
DSP Asset Managers CIO Anish Tawakley argues India’s large-cap earnings growth could accelerate over the next three years, even as the Nifty 50 slips to 23,777.80 amid a market correction.
Nasdaq-100 ETF Breakdown: Nvidia, Apple Lead QQQ’s Top Holdings
A look at the Invesco QQQ ETF’s top holdings — Nvidia at 8.51%, Apple at 7.41%, and more — and what the Nasdaq-100’s tech concentration means for long-term investors.
Natixis Rotates Out of US Stocks, Bets Big on Japan’s Growth Story
Natixis Investment Managers has raised its Japanese equity allocation while cutting US exposure, citing durable growth and rising government bond yields.
Pimco’s Top 60/40 Fund Bets AI’s Next Winners Sit in Asia
Pimco’s $19 billion Balanced Income and Growth Fund, which has beaten 97% of peers over three years, is going underweight Big Tech and overweight Asian chip and rare-earth suppliers.
How Much You Need in Dividend Stocks to Retire on S$3,000/Month
A breakdown of exactly how much capital dividend investors need to generate S$3,000 in monthly passive income, and why chasing sky-high yields can backfire.
Semiconductor ETFs Ride the AI Boom: What $5,000 Buys You Now
A look at how AI-focused semiconductor ETFs are structured around Nvidia, AMD, Broadcom and Micron, and what that concentration means for investors weighing a $5,000 bet on chips.
DBS Shares Hit Record S$77.97: Buy, Hold or Wait for Pullback?
DBS Group stock soars 49.6% in a year to a record S$77.97. We break down the record profits, 4.1% dividend yield and rich valuation multiples.