Royce AdvisoryOct 71 min readBanks vs. Commodities: Navigating the Investment CrossroadsInvestors face a pivotal decision in constructing portfolios: banks or commodities? This choice isn't just about sectors; it's about...
Royce AdvisoryOct 11 min readGlobal Economic Insights: Navigating Shifting Monetary PoliciesAs wealth managers, we're constantly monitoring the evolving economic landscape. Recent data provides insights towards how we are...
Royce AdvisorySep 91 min readWhat do Recent Yield Shifts Tell Us About the Economic Outlook?Bond yields often serve as a barometer for economic sentiment. Recently, we've observed an intriguing shift in US bond yields that's...
Royce AdvisorySep 61 min readWhat can long-term investors learn from Singapore's sovereign wealth fund?One of Singapore's two sovereign wealth fund's (GIC) recent annual report contains a treasure trove of insights (link below). Working...
Royce AdvisoryAug 151 min readAre RBA rate cuts bad for Bank stocks? 🏦💸As we approach potential RBA rate cuts from February 2025 onwards, Australian bank stocks are potentially facing an interesting...
Royce AdvisoryAug 151 min readUnraveling the USDJPY Carry Trade and impact on marketsSo much of the market turmoil this week has been attributed to the US Dollar (USD) Japanese Yen (JPY) 'carry trade'. 🔍 What is a carry...
Royce AdvisoryAug 151 min readAre Australian investors too focused on their own backyard? Recent studies highlight a concerning trend in retail investor portfolios - extreme home bias and lack of diversification. 1- Retail...
Royce AdvisoryAug 151 min readUnderstanding Sahm's RuleOne tool that has gained attention recently is Sahm’s Rule — a straightforward yet insightful indicator of recession. Developed by...