Author: YH Wong

Every day, I spend at least two hours reading updates from my partners and other sources. I was not surprised to see uncertainty once again dominating the US bond market, as highlighted in one of my partners’ latest commentaries. Nobody is exactly calling for fireworks, but in this market, even a modest data surprise, up…

Centuries ago in India, the sacred land of the Veda, visionary Rishis possessed the ability to perceive the natural rhythms and melodies. These seers would sing and play these enchanting tunes during specific times of the day and night, aiming to bestow tranquility and harmony upon their land, as well as optimum health to their…

I had a lively chat with some investors today, turning the public holiday (and the first day of school breaks!) into an impromptu market roundtable. What is going on? The US dollar is slipping while cash drifts into gold and every other “anything-but-greenback” hideout. I know, I know. The dollar’s once-shiny safe-haven halo looks a…

There is still no agreement on whether Trump’s policies could trigger a foreign sell-off of dollar assets. Ultimately, it depends on whether global investors feel they have overindulged on US exposure. Phew! In a note that landed in my inbox, one bank suggests the serving size might be smaller than feared. Oh yeah, some investors…

I picked up this simple yet deeply insightful story translated from Hindi that invites us to reflect on the unseen, subtle forces that drive the world around us, reminding us that from the simplest, most unassuming beginnings, the grandest creations can unfold. Once a master was sitting with his disciples under a huge banyan tree,…

Private assets are having a moment. In my conversations with investors, everyone seems to be pitching them. Over the past couple of years, investment “opportunities” that were once reserved for sophisticated institutions and ultra-high-net-worth individuals have increasingly been packaged and pitched to everyday investors through retail funds, advisors, and platforms. I was told that the…

I will be taking a short break from blogging over the next couple of days as I host some guests visiting from far and wide. It is always a joy and a bit of a scheduling puzzle to welcome friends and fellow investors from abroad. I have known them for a very long time. Between…

I periodically recycle old posts on my blog to ensure that new clients can benefit from valuable content they may have missed and this post is one such example. Six years ago, I invested in a hedge fund that did not quite hit the ground running. The performance was out of my expectation. Now, I…

I’m not the most active person on LinkedIn, more of a quiet observer who scrolls now and then. I do make new connections occasionally (selectively, of course). At the risk of upsetting some people, LinkedIn can sometimes feel like a stage where many are more interested in “showing off” than sharing real insights or adding…

Believe it or not, we are almost halfway through the year and what a ride it has been. To mark this point, I will be teaming up with a trusted partner for a webinar where we will hit pause (briefly) to reflect on what has unfolded so far in the markets. From policy pivots and…