Market commentary, investment perspectives, and thought leadership from the Yuan Feng Asset Management team.
Central banks across major economies are at a pivotal inflection point. We examine how shifting rate environments historically affect multi-asset portfolios and what positioning makes sense today.
In a market increasingly driven by short-term momentum and algorithmic flows, we make the case for patient, fundamentals-driven equity selection as the path to durable outperformance.
With credit spreads at historically interesting levels, investment-grade corporate bonds offer an attractive risk-reward profile for income-seeking investors. Here is our current view.
Infrastructure, commodities, and real estate-linked instruments have historically provided inflation protection and low correlation to equities. We explore how alternatives can strengthen a multi-asset portfolio.
Geopolitical uncertainty has become a permanent feature of the investment landscape. We outline the frameworks we use to assess geopolitical risk and build portfolios that can withstand disruption.
Sector leadership shifts as economic cycles evolve. We analyse current macro signals and what they imply for sector allocation within a diversified equity portfolio.
Disclaimer: The views expressed in these articles are those of Yuan Feng Asset Management's investment team and are provided for informational purposes only. They do not constitute investment advice or a solicitation to buy or sell any securities. Past performance is not indicative of future results.
