Investment Insights

Contrary to many expectations, Russian oil supply has not withered and died with western sanctions.

Miles Savitz, Junior Associate ChatGPT, along with a few other innovative AI technologies, has enthralled the world with its sophistication, and it appears we may be entering a new age of AI…

After last year’s -16% rout in global bonds, the start of 2023 saw corporate bond spreads tighten and yields fell, driven by the Fed’s openness to pause rates.

Gold warrants exposure in one’s overall asset allocation and cryptocurrencies may well outperform substantially in 2023. 

Last week the United States hit its $31.4 trillion debt limit, forcing the Treasury to begin implementing extraordinary measures to avoid a default on US debt.

The re-opening of China will be a driving positive force in growth.

The October CPI report has come and gone, cementing a feel-good quarter for markets. Headline CPI was 0.1% and core CPI was 0.2%.

Does the World Cup impact markets? What’s a “yield curve,” and what can it indicate for a future recession? Our investment insights this week cover both topics.

The FTX bankruptcy filing is the latest in the butterfly effect overhanging the future of crypto.

As part of our weekly series, our investment team members provide a brief overview of the U.S. economy, the Fed, and the Singapore markets.

Slowing job gains due to a curtailing in aggregate demand may bode well for quality growth names in Technology and Healthcare sectors. And why robotics is one of the most exciting innovative spaces.

Can the Fed achieve their policy goals without creating a recession and China’s COVID policies impact on equities are the focus in this weekly insight.

OPEC production and healthcare in a downturn market are the focus of this week’s investment insights.

Rising interest rates, the US labor market, and the UK fiscal measures are discussed by Leo’s investment team in this week’s insights.

The Federal Reserve’s eagerly anticipated September interest rate decision and summary economic projections are finally out.

Developments in the Russia / Ukraine war have spread optimism and the inflation report disappointed on most fronts.

Chinese ADRs and a bull case for metals are the focus of our weekly investment team’s insights.

Time to buy the Euro? U.S. housing market cooling underway.

Timing short-term market movements is a fool’s errand, so we will not pretend to know the next few weeks ahead

The Digital Assets Financial Crisis. Crypto’s Changing Role and Its Signal Today

Aleksey Mironenko Market corrections are tough to experience, but it is important to remember two things. They’re not permanent, and after night comes the dawn. Market booms are followed by busts, which…

Christos Charalambous,  Investment Director for the Americas U.S. and Global equities are fighting three battles simultaneously – slowing global growth, higher cost pressures, and rising interest rates. U.S. financial conditions are tightening…

Dividends have contributed 41% towards the S&P 500’s total return for 1930-2020. Thus, sustainable dividend income is a key factor for total return expectations.

This article covers what cryptocurrency entails, how it works, and the investment implications in this emerging asset class.

Russia launched a full-scale attack on Ukraine last week. After five days of heavy fighting whereby Russia initially focused on military targets, the attacks seem to have broadened.

In the past two weeks, global equity markets sold off, with some segments like the NASDAQ already in correction territory, down 13% from its peak in November.

The seemingly never-ending outperformance of US stocks vs. the rest of the world has investors wondering if they should throw in the towel on global and simply go with “made in America” for good.

The “debt ceiling” story continues to resurface and cause agitation; if not with the markets, then certainly with investors.

China’s objectives are a question that’s top of mind for many of our clients in recent months.

When thinking about a client’s stock portfolio, we believe that the Future is Unknowable and that Evidence, not hope, should drive decision making. As such, we do not believe in timing the…

When thinking about a client’s core portfolio, we believe that the Future is Unknowable and that Evidence, not Hope, should drive decision making. As such, we do not believe in timing the…

Our aim is to help clients preserve and grow their wealth via a suitable long-term investment strategy.

Helping you invest successfully It is crucial for everyone to have a sound financial plan, especially when the markets are volatile. Over the past decades, with the rapid development in technology and…

We are entrepreneurs ourselves, having built Leo Wealth from years of experience in institutional financial services.  We knew we could direct our passion for client service into a better, more flexible offering…

Financial planning is vital to wealth accumulation, no matter the gender. However, it is essential that women in Hong Kong save more money than their male counterparts for several reasons. Unfortunately, women…