2022 was an anomaly with both equities and fixed income performing poorly. This has meant that the 60/40 investment portfolio that has been a cornerstone of a well-diversified portfolio has underperformed but should we dismiss this asset allocation strategy? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB tells us his perspective whilst weighing in on the themes to pay attention to in 2024.

Wealth Advice That Matters is brought to you by UOB Privilege Banking. Visit www.uob.com.my/bfm to find out more about upcoming topics.

2022 was an anomaly with both equities and fixed income performing poorly. This has meant that the 60/40 investment portfolio that has been a cornerstone of a well-diversified portfolio has underperformed but should we dismiss this asset allocation strategy? Abel Lim, Head of Wealth Management Advisory and Strategy at UOB tells us his perspective whilst weighing in on the themes to pay attention to in 2024. Wealth Advice That Matters is brought to you by UOB Privilege Banking. Visit <a target="_blank" rel="noopener noreferrer nofollow" href="http://www.uob.com.my/bfm">www.uob.com.my/bfm</a> to find out more about upcoming topics.

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

Morning Brief

Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy

The US and Venezuela have struck a sweeping oil agreement that could eventually unlock greater access to some of the world’s largest crude reserves, while Caracas is reportedly considering leaving OPEC. The developments come as renewed US-Iran hostilities are once again threatening global energy supplies and pushing oil-market risks higher. Could Venezuelan production ultimately help contain prices, what would an OPEC exit mean for the producers’ group, and is Brent crude once again heading towards US$100 a barrel?

The US and Venezuela have struck a sweeping oil agreement that could eventually unlock greater access to some of the world’s largest crude reserves, while Caracas is reportedly considering leaving OPEC. The developments come as renewed US-Iran hostilities are once again threatening global energy supplies and pushing oil-market risks higher. Could Venezuelan production ultimately help contain prices, what would an OPEC exit mean for the producers’ group, and is Brent crude once again heading towards US$100 a barrel?

Is Venezuela About to Reshape Oil Markets?

Transboundary haze has returned to Sarawak, and businesses say the recurring pollution is increasingly taking an economic toll, forcing some SMEs to scale back operations while adding to health and operating costs. The SME Association of Sarawak is now calling for compensation and stronger action against those responsible for the fires behind the smoke. But how should losses be calculated, who should ultimately be held accountable, and what would it take to finally break the region’s recurring cycle of haze?



Image Credit: Shutterstock

Transboundary haze has returned to Sarawak, and businesses say the recurring pollution is increasingly taking an economic toll, forcing some SMEs to scale back operations while adding to health and operating costs. The SME Association of Sarawak is now calling for compensation and stronger action against those responsible for the fires behind the smoke. But how should losses be calculated, who should ultimately be held accountable, and what would it take to finally break the region’s recurring cycle of haze?Image Credit: Shutterstock

Who Should Pay for Sarawak’s Haze?

Market volatility, geopolitical uncertainty and changing interest rates are reshaping how affluent Malaysians think about their money, with greater emphasis on diversification, resilience and preserving wealth rather than simply maximising returns. Younger investors are also bringing different expectations around technology, AI and sustainable wealth creation, while families face increasingly important questions about succession. How is wealth management evolving, and are Malaysians doing enough to prepare for the transfer of wealth between generations?

Click here to find out more about CIMB Private Wealth.

Market volatility, geopolitical uncertainty and changing interest rates are reshaping how affluent Malaysians think about their money, with greater emphasis on diversification, resilience and preserving wealth rather than simply maximising returns. Younger investors are also bringing different expectations around technology, AI and sustainable wealth creation, while families face increasingly important questions about succession. How is wealth management evolving, and are Malaysians doing enough to prepare for the transfer of wealth between generations?Click <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cimbprivatewealth.com.my/en/home.html?cid=a1:pv_a2:segment_a3:pwbfm26_a4:220726_a5:afl_a6:sptfy_a7:v1_a8:ian">here</a> to find out more about CIMB Private Wealth.

Don't Dismiss the 60/40 Investment Portfolio Allocation Strategy

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