Value and small caps outperformance: Logic, Evidence and Cost

Value and small caps outperformance: Logic, Evidence and Cost

Value and small caps, to which the Dimensional equity funds in MoneyOwl’s portfolios are tilted, have been massively outperforming for more than 6 months since the third quarter of 2020. From August 2020 to February 2021, MSCI World Value Index returned 16.1% vs 7.8% for the MSCI World Growth Index, while MSCI World Small Cap […]

Value and small caps outperformance: Logic, Evidence and Cost

Bond Yields Spiking? Why you can be as cool as the Fed

Whether the stock market is going up, down or sideways, there is always a reason to worry about it. Psychologists call this the negativity bias that keeps us hooked on bad news and the media, including the financial media, knows it. Last week, a new reason was found in the quick spike in bond yields, […]

Odds In Your Favour

Odds In Your Favour

There is a Singapore tradition of a huge Hongbao Toto Draw during the Chinese New Year season, for prizes of an eye-watering quantum that can be $10 million or more. Some years, you can even reserve bundled packs of tickets beforehand. Will you be buying a ticket? I did so some years ago as part […]

We seek your patience as we update our product database for whole life, endowment and retirement income plans to reflect the latest illustrated rates of return. Enquire with us for more information on the latest premiums and projected returns.

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