Author Archives: admin

DeepSeek disruption highlights need for resilient portfolios

While the impact of DeepSeek’s innovative approach to AI is yet to be fully understood, highly concentrated markets had become vulnerable to a pullback. Stock markets suffered a sell-off on Monday 27 January as China’s DeepSeek claimed new advances in the field of artificial intelligence. DeepSeek says it has trained a generative AI chatbot at […]

Investment Strategy of Asset Allocation

Asset Allocation Defined: Achieving a desired risk and return configuration by investing funds across different types of asset categories. 1. The Goal of Asset Allocation: To reduce uncertainty (minimize volatility risk) at the expense of a small portion of returns. Alternatively, it can be said: To enhance returns without increasing risk. What does it mean […]

U.S. Stock Market, Three Major Indices, and Well-Known Brokers

What are the trading markets for U.S. stocks? U.S. stocks are traded on multiple exchanges, with the two most important being the New York Stock Exchange (NYSE) and the NASDAQ. In addition to these two major exchanges, there are other secondary exchanges and over-the-counter (OTC) systems where investors can trade U.S. stocks. Here are some […]

The two key risks facing investors

More resilient portfolios are needed to tackle the challenges of rising bond yields and market concentration. In the middle of 2024, my mantra was “don’t overthink it”: positive nominal growth and interest rate cuts were supportive of equity markets, even against the backdrop of stretched valuations in the US.  Moving into 2025, I maintain that […]

US economy and markets: what’s the state of play as Trump takes office?

As President Trump begins his second stint in the White House, our investment experts consider the current state of the US economy and the stock and bond markets. With Donald Trump taking office, investors need to pay attention to which campaign trail promises become policy priorities. This will have implications for the economy, equities and […]

Weekly Selections($AOSL)

$AOSL ($AOSL)Wan Guo Semiconductor Co., Ltd. designs, develops and supplies power semiconductor products for a variety of applications, including personal computers, flat-panel TVs, LED lighting, smartphones, battery packs, consumer and industrial motor controls, and power supplies for TVs, computers, servers and telecommunications equipment. Buy rating.Expected target: $45

Pre-market Trading

Bond Investment Basics Series 1. What is a bond? 2. Who issues bonds? 3. Advantages and risks of investing in bonds 4. How to profit from investing in bonds? 5. How to understand bond yields? 6. What factors influence bond returns? 7. Other four factors affecting bond returns 8. How to buy bonds? Where to buy bonds? 9. Who is suitable for investing in bonds? 10. Introduction to low-risk individual bonds 11. Common Q&A 1. What is a bond? A […]